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Added to YB: 2026-07-27

Pitch date: 2026-07-23

TSCO [bullish]

Tractor Supply Company

+16.65%

current return

Author Info

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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

$18.2B

Pitch Price

$30.25

Price Target

N/A

Dividend

2.74%

EV/EBITDA

9.30

P/E

18.23

EV/Sales

1.56

Sector

Specialty Retail

Category

value

Show full summary:
Under the Hood - Tractor Supply ($TSCO)

TSCO: Largest US rural lifestyle retailer, down ~50% from 2025 peak on comp normalization market misreads as deterioration. 30+ yrs rev growth, 7.9% 5yr CAGR, GM up 100bps to 36.4%, but op margin compressed to 9.45%, ROIC fell to 13.8%. FCF/share +12% CAGR. 17 embedded yrs = attractive; expects margin/ROIC recovery as comps re-accelerate & capex cools. Risks: pet softness (Petsense 75 closures, $66M charge), weather, rural consumer.

Read full article (24 min)