Group 1 - The stock selection process showed positive momentum in December, with an average gain of 0.83% for the selected 15 stocks [1] - The SPDR® S&P 500® ETF was mentioned as a benchmark for performance comparison [1] Group 2 - The analyst holds long positions in various companies, including ZTS, MSCI, DPZ, and others, through stock ownership, options, or derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2]

Core Viewpoint - Tractor Supply is considered a strong investment opportunity for 2026 despite its underperformance in 2025, as its shares are viewed as undervalued with improving business fundamentals [1] Group 1: Business Performance - Tractor Supply's shares fell in 2025 while the S&P 500 rose, indicating a potential buying opportunity [1] - The company has shown improving business metrics, with third-quarter net sales growing by 7.2% year over year and comparable-store sales increasing by 3.9% [10] - Earnings per share (EPS) grew by 8.6% year over year in the third quarter, a significant acceleration from the previous quarter's 2.8% growth [10] Group 2: Dividend Insights - The annualized dividend is $0.92 per share, yielding 1.8%, which is sustainable given a payout ratio of 44% [6][12] - The company increased its dividend by 4.5% recently, but historically, it has provided double-digit raises [7] - Future dividend growth is expected to return to high single-digit rates as the company normalizes its business growth [8] Group 3: Growth Projections - Management projects annualized sales growth of 6% to 8% from 2025 to 2030, with EPS expected to compound at 8% to 11% [11] - Key drivers for this growth include comparable-store sales growth of 3% to 5%, operating margin expansion, and new store openings [11] Group 4: Market Position - Tractor Supply's business model is seen as a stable alternative to AI-focused stocks, which may face volatility in 2026 [2][3] - The company is currently valued at 24 times earnings, which is considered attractive given its growth potential and dividend sustainability [12]

With a market cap of $26.8 billion, Tractor Supply Company (TSCO) is a U.S.-based rural lifestyle retailer offering a wide range of merchandise, including livestock and pet supplies, seasonal and recreational products, tools, hardware, and clothing. The company serves recreational farmers, ranchers, and rural customers through its Tractor Supply Company, Petsense, and Orscheln Farm and Home stores, as well as online platforms. The Brentwood, Tennessee-based company is set to announce its fiscal Q4 2025 r ...

It has been three years or so since artificial intelligence (or AI) leapt into the zeitgeist with the public introduction of DALL-E2 and ChatGPT. As AI technology develops, I have been tracking how companies are thinking about and using it. The latest earnings season for the US stock market – for the third quarter of 2025 – recently ended and there were a number of companies that I follow or have a vested interest in, where the management teams discussed the topic of AI and how the technology could impact t ...

Group 1 - Giftcards.com is running an end-of-year sale from December 26 to 31, 2025, offering discounts of up to 20% on various gift cards [2][8] - The sale includes specific promo codes for different discount levels: EOY10 for 10% off, EOY15 for 15% off, and EOYWINE for a bonus gift card offer [3][4][8] - A variety of brands are included in the sale, such as adidas, AMC, and Total Wine, with specific promo codes applicable to each brand [3][4][5] Group 2 - Customers can earn 5x rewards on their purchases by using PayPal at checkout, which is a special bonus category for December 2025 [6][7] - The Chase Freedom® Card and Chase Freedom® Flex offer 5% cash-back on eligible purchases, which can be combined with the discounts from the sale [6][7] - The sale allows customers to maximize savings by combining promo codes with cash-back opportunities, enhancing the overall value of the purchases [8]

Christmas is here, bringing friends and families together for celebrations. However, some shoppers may still be looking to pick last-minute gifts or food ingredients — whether for a festive turkey dinner or a traditional plum cake.As the festival is widely celebrated across the United States, shopping options are limited, with many retailers remaining closed in observance of the holiday.Apart from grocery and retail stores, most restaurants, post offices, shipping services, and the stock market are also clo ...

Key Takeaways TSCO posted 3.9% comp sales growth in Q3, driven by higher transactions and a modest lift in ticket size.TSCO pet pharmacy adoption rose, aided by Allivet, Neighbor's Club, and expanded services.TSCO targets about 100 new stores in 2026 as comps improve and margin pressure eases.Premium pet products and services are emerging as a meaningful long-term growth lever for Tractor Supply Company, Inc. (TSCO) as it looks toward 2026. The company’s companion animal category remained stable in the thir ...

Core Insights - Tractor Supply Company is promoting a significant savings event from December 18-24, offering 50% off select categories, targeting holiday shoppers [1][6] - The company is the largest rural lifestyle retailer in the U.S., providing a wide range of products for winter needs and holiday gifts [1][11] Promotions and Discounts - December Daily Deals are ongoing, featuring discounts on various items including pet essentials and holiday gifts, with special Holiday Bonus Deals each weekend [2] - Notable discounts this weekend include $300 off log splitters and $15 off poultry treats, encouraging customers to check online for complete savings [2] Product Offerings - Tractor Supply offers a diverse selection of gifts suitable for both humans and pets, catering to different budgets [3] - The company provides practical winter essentials such as heating items and insulated outerwear, which are particularly relevant given the forecast of severe winter weather [5][14] Shopping Experience - Customers can utilize online shopping options, including Buy Online, Pick Up in Store (BOPIS), with a 10% discount on BOPIS orders from December 19-22 [8] - The company emphasizes convenience with options for quick in-store pickup, curbside service, and fast delivery, ensuring last-minute shoppers can still meet holiday deadlines [9] Store Presence and Customer Service - Tractor Supply operates over 2,300 stores across 49 states, providing personalized assistance from knowledgeable team members to enhance the shopping experience [10][11] - The company is committed to serving the needs of recreational farmers, ranchers, and pet enthusiasts, ensuring a comprehensive approach to rural living [12]

Core Insights - Tractor Supply Company (TSCO) is a rural lifestyle retailer with a market cap of $28.6 billion, providing a range of products including farm maintenance, animal care, and work clothing [1][2] Company Overview - TSCO is categorized as a large-cap stock, emphasizing its size and influence in the specialty retail industry [2] - The company is recognized for its commitment to quality and service, strategically placing stores in rural areas to reduce competition and enhance customer loyalty through its Neighbor's Club rewards program [2] Stock Performance - TSCO's stock has experienced a decline of 15.5% from its 52-week high of $63.99, reached on July 24, and has fallen 10.6% over the past three months, underperforming the Nasdaq Composite's 8.7% gains [3] - Over a six-month period, TSCO shares increased by 5.1%, but they have decreased by 4.3% over the past 52 weeks, lagging behind the Nasdaq's six-month gains of 22.2% and 19.7% returns over the last year [4] Recent Financial Results - On October 23, TSCO reported Q3 results with an EPS of $0.49, surpassing Wall Street's estimate of $0.48, and revenue of $3.7 billion, aligning with forecasts [5] - The company anticipates a full-year EPS in the range of $2.06 to $2.13 [5] Competitive Landscape - In comparison, Petco Health and Wellness Company, Inc. (WOOF) has seen a 16.9% decline over six months and a 38.6% drop over the past year, indicating TSCO's relative strength in the specialty retail sector [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" consensus rating for TSCO, with a mean price target of $64.36, suggesting a potential upside of 19% from current price levels [6]

Core Insights - Dollar General (DG) is positioned as a key player in rural economies, similar to Tractor Supply (TSCO), providing investment opportunities in these areas and benefiting from the growth of remote work [1] Company Overview - Dollar General operates in rural towns, making it one of the few retail options available in these locations [1] - The company is seen as a long-term investment opportunity, focusing on growth metrics and valuation [1]