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
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.
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