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Added to YB: 2026-08-28

Pitch date: 2026-08-25

TSCO [neutral]

Tractor Supply Company

-1.81%

current return

Author Info

No bio for this author

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

$35.34

Price Target

N/A

Dividend

2.74%

EV/EBITDA

9.31

P/E

18.24

EV/Sales

1.56

Sector

Specialty Retail

Category

turnaround

Show full summary:
TSCO: The Tractor Broke Down - Reduced Speed Ahead

TSCO (update): Tractor Supply’s withdrawal of the December 2024 long-term framework underscores skepticism toward its 3%-5% comparable-sales algorithm: company-guidance midpoints in both years since were at least two percentage points below the 4% midpoint. The normalized base business appears intact, but Direct Sales, Garden Centers and Petsense — the intended incremental comp layer — were abandoned, defunded or written to zero, while garden results diverged from Home Depot and Lowe’s. Further guidance is expected in 4Q26; durable initiative-led growth above the base remains unresolved.

Read full article (2 min)