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Added to YB: 2025-11-14

Pitch date: 2025-11-12

TSCO [neutral]

Tractor Supply Company

-4.92%

current return

Author Info

M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.

Company Info

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.

Market Cap

$28.6B

Pitch Price

$55.67

Price Target

N/A

Dividend

1.70%

EV/EBITDA

13.01

P/E

26.14

EV/Sales

2.22

Sector

Specialty Retail

Category

N/A

Show full summary:
TSCO: Something’s Stalling - Hal For Time?

TSCO: 3Q comp acceleration but sustainability of 3%-5% growth algorithm uncertain given inconsistent mgmt statements on $1-1.5B direct sales initiative & garden center underperformance. Two years of flat results before inflection raises skepticism on whether at inflection point or another letdown.