Added to YB: 2024-04-18
Pitch date: 2024-04-12
TSCO [bullish]
Tractor Supply Company
+7.68%
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
$48.27
Price Target
N/A
Dividend
1.70%
EV/EBITDA
13.01
P/E
26.14
EV/Sales
2.22
Sector
Specialty Retail
Category
turnaround
ClearBridge Aggressive Growth Strategy New Position: Tractor Supply Company
TSCO: Largest US rural retailer w/ scale advantage & 77% sales from 32M loyalty members. High single digit share of $180B growing market. Earnings set to rebound as post-COVID normalizes & margins lever up on SSS growth w/ peak investments behind.
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