Core Insights - Tractor Supply Company's (TSCO) pet business is a core strength and competitive advantage, focusing on pet food, supplies, and services to capture a larger share of the pet industry [1][2] - The pet industry has seen significant evolution post-pandemic, with increased demand for high-quality products and services as pets provided comfort during challenging times [2] Company Strategy - TSCO aims to be a one-stop shop for pet owners by offering comprehensive pet care solutions, including products, prescription medications, and in-store services like grooming and veterinary care [2] - The company employs a multi-channel approach, supported by its Neighbor's Club loyalty program, and operates 206 Petsense by Tractor Supply stores across 23 states as of March 29, 2025 [3] Strategic Acquisitions - The acquisition of Allivet, an online pet pharmacy, enhances TSCO's presence in the pet wellness and animal health sector, providing easy access to medications and expert guidance [4] - TSCO's integration of Allivet is a strategic move to enrich its product offerings and streamline pet care for customers [5] Competitive Landscape - Key competitors in the pet market include Colgate-Palmolive Company (CL), Chewy, Inc. (CHWY), and Central Garden & Pet Company (CENT) [6] - Colgate's Hill's Pet Nutrition segment generated $1.1 billion in sales in Q1 2025, contributing approximately 22.8% to overall quarterly sales, focusing on premium pet nutrition [7] - Chewy has been enhancing its e-commerce presence and customer engagement, with a growing healthcare business that includes online pharmacy and telehealth services [8] - Central Garden & Pet leads in innovative solutions for pet and garden products, focusing on e-commerce expansion and cost efficiencies [9][10] Financial Performance - TSCO shares have declined by 2.8% year-to-date, outperforming the industry's decline of 7.5% [11] - The company trades at a forward price-to-earnings ratio of 23.09X, higher than the industry average of 16.38X [13] - The Zacks Consensus Estimate indicates year-over-year EPS growth of 2.5% for 2025 and 11% for 2026, with estimates remaining stable over the past 30 days [14]

Anand Chokkavelu, CFA has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Toby Bordelon has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tractor Supply. The Motley Fool recommends the following options: short July 2025 $54 calls on Tractor Supply. The Motley Fool has a disclosure policy. ...

Tractor Supply Co (TSCO) 2025 Conference June 05, 2025 09:05 AM ET Speaker0 All right. Good morning, everyone. Speaker1 Thanks for joining us. I'm Peter Benedict, Retail Consumer Products and Services Analyst at Baird. Really pleased to have the team from Tractor Supply with us. Once again, I was talking with Mary Winn last night. I think this could be their seventeenth, at least, consecutive time at the Baird conference. So we love having you guys here. Appreciate making it up. For those of you who don't k ...

Investors looking for stocks in the Retail - Miscellaneous sector might want to consider either ODP Corp. (ODP) or Tractor Supply (TSCO) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with pos ...

Core Viewpoint - The current economic turmoil in the U.S. presents investment opportunities, echoing Warren Buffett's advice from 2008 to invest in American companies, as highlighted by Jamie Dimon, CEO of JPMorgan Chase [2][3][5]. Company Summaries 1. Tractor Supply - Tractor Supply operates over 2,300 locations in the U.S. and is recognized as the largest rural lifestyle retailer in the country [7]. - The company has experienced minimal growth, with only 15 net new stores opened in Q1 2025 and a projected net sales growth of 4% to 8% for the year [8]. - Operating margins are under pressure, expected to be just under 10% for 2025, down from over 10% in previous years, with potential further declines due to tariffs [9]. - Despite challenges, Tractor Supply has a loyal customer base and has consistently paid and raised dividends for 16 consecutive years [10]. 2. Floor & Decor - Floor & Decor operates around 250 locations in the U.S. and sources 18% of its products from China, which poses challenges [11]. - The company anticipates modest revenue growth for 2025 and expects EPS to decline to $2, down from 2023 results [12]. - Floor & Decor is strategically opening 20 to 25 new stores annually until reaching 500 locations, positioning itself for future profit growth as the housing market rebounds [14][21]. 3. Texas Roadhouse - Texas Roadhouse has nearly 800 restaurants in the U.S., making it a quintessential American stock [15]. - The restaurant chain recorded almost 10% year-over-year revenue growth in Q1 2025, despite a pullback in profit margins [16]. - Management is investing in technology upgrades to improve long-term profit margins, and the brand remains popular among consumers [17][19]. Investment Recommendations - Tractor Supply and Texas Roadhouse are suitable for investors seeking low volatility and consistent business results [20]. - Floor & Decor is recommended for those looking for better growth potential, especially with the anticipated recovery in the housing market [20][21].

Tractor Supply Co (TSCO) FY 2025 Annual General Meeting May 15, 2025 09:00 AM ET Speaker0 Hello, and welcome to the Annual Meeting of Stockholders of Tractor Supply Company. I'm the operator for this meeting. Please note that today's meeting is being recorded. During the meeting, we'll have a question and answer session. It is now my pleasure to turn today's meeting over to Edna Morris, Chairman of the Board of Directors of Tractor Supply Company. Ms. Morris, the floor is yours. Speaker1 Thank you. Good mor ...

Investors interested in Retail - Miscellaneous stocks are likely familiar with ODP Corp. (ODP) and Tractor Supply (TSCO) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision ...

Core Viewpoint - Tractor Supply (NASDAQ: TSCO) distinguishes itself from typical retailers by focusing on essential needs for individuals living a rural lifestyle, such as farmers and pet owners, positioning itself similarly to consumer staples [1] Group 1: Company Overview - Tractor Supply caters to essential needs, which allows it to defy the discretionary goods category [1] - The company emphasizes long-term growth and dividend growth investing, appealing to investors seeking stable returns [1] Group 2: Investment Strategy - The focus is on identifying undervalued stocks and high-quality dividend-growing companies that provide cash for reinvestment [1] - Profitability is highlighted as a safer driver of gains compared to low valuation, with a strong emphasis on margins, free cash flow stability, and returns on invested capital [1] - Continuous research into high-quality companies is a key part of the investment strategy [1]

Tractor Supply Co (TSCO) Q1 2025 Earnings Call April 24, 2025 05:41 PM ET Company Participants Mary Winn Pilkington - SVP, IR and Public RelationsHal Lawton - President and Chief Executive OfficerKurt Barton - Executive VP, CFO & TreasurerBarath Rao - Equity Research AssociateJosh Young - Equity Research Senior AssociateChuck Grom - Managing DirectorSteven Forbes - Senior Managing DirectorRobert Mills - Executive VP and Chief Technology, Digital & Corporate Strategy OfficerKaren Short - Managing Director – ...

Tractor Supply Company (TSCO) reported first-quarter 2025 results, wherein both top and bottom lines fell short of the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. Tractor Supply’s posted earnings of 34 cents per share, which missed the Zacks Consensus Estimate of 37 cents. Also, the bottom line slumped 8% from the figure reported in the prior-year quarter. (Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.)Net sales grew ...