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
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.