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Added to YB: 2024-01-16

Pitch date: 2024-01-16

TSCO [bullish]

Tractor Supply Company

+21.67%

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 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

$42.71

Price Target

N/A

Dividend

1.70%

EV/EBITDA

13.01

P/E

26.14

EV/Sales

2.22

Sector

Specialty Retail

Category

growth

Show full summary:
Wedgewood Partners holding: Tractor Supply Co ($TSCO)

$TSCO Q1 sales +4% on bad weather, EPS +11%. Leveraging COVID investments, expanding space w/ minimal capex, investing in profitable e-commerce like BOPIS. Niche focus on affluent rural customers w/ unique needs drives LT outperformance despite ST weather risk.

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