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Added to YB: 2026-06-17

Pitch date: 2026-06-14

TSCO [bullish]

Tractor Supply Company

-0.95%

current return

Author Info

Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.

Company Info

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides 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

$16.2B

Pitch Price

$30.50

Price Target

N/A

Dividend

3.07%

EV/EBITDA

8.47

P/E

15.20

EV/Sales

1.43

Sector

Specialty Retail

Category

value

Show full summary:
Computer Chips or Cow Chips? - Tractor Supply - TSCO

TSCO: Rural-focused retailer (Home Depot/auto/pet/general merch mix), ~50% consumables. De-rated from 30x+ growth multiple to 15x as ag economy hit by tariff uncertainty. Now seen as cyclical retailer near lows at $31. Author likes risk/reward & low correlation vs other retailers.

Read full article (1 min)