Added to YB: 2026-07-27
Pitch date: 2026-07-23
TSCO [bullish]
Tractor Supply Company
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
$15.9B
Pitch Price
N/A
Price Target
N/A
Dividend
3.17%
EV/EBITDA
8.42
P/E
15.80
EV/Sales
1.41
Sector
Specialty Retail
Category
value
Under the Hood - Tractor Supply ($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.
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