A lot of people like to get people to move get people to get a mortgage so that they aren't stuck and thinking I'd like to move but I have a 2 and 12% mortgage so I'm not moving. We have to change that narrative. That is a very important zeitgeist issue in this country.I look at what I my mortgages mean I have a three. I have a 2.85% and I have a three. I don't want to lose that.I wouldn't like to sell something but I don't want to lose that mortgage. It makes me money. I'm making money on that for you.>> T ...

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 - Giftcards.com is offering Cyber Week deals that provide discounts on merchant gift cards, allowing consumers to save money on purchases they were already planning to make [1][10]. Group 1: Discounts Offered - Discounts of 15% are available on select brands, including Kobo and Crumbl, with specific promo codes valid from December 1 to December 6, 2025 [6][10]. - A broader range of brands is eligible for a 10% discount, including major retailers such as Applebee's, Burger King, and Starbucks, also valid during the same promotional period [6][7]. Group 2: Additional Savings Strategies - Consumers can stack these deals with extra partner offers to maximize savings, and using PayPal with Chase can yield additional earnings during December 2025 [8][10]. - Cardholders of the Sapphire Reserve for Business℠ can utilize their annual $100 Giftcards.com credit, which is delivered in two $50 biannual credits, with the latest credit expiring at the end of the year [9]. Group 3: Promotion Details - The Cyber Week promotion is available while supplies last, with a limit of three cards per order, and promo codes are valid for one-time use only [12].

Core Insights - Tractor Supply Co. has experienced a significant increase in revenue and store count over the years, growing from $1 billion in revenue in 2002 to a projected $14.9 billion in 2025, and expanding from 433 stores to 2,364 stores [1] - Despite the company's growth, its stock performance has been mixed, with a decline of 3.5% over the past year compared to a 13.3% increase in the S&P 500 [3] - In the medium term, Tractor Supply's stock has appreciated 20.4% over the last three years, but this is significantly lower than the S&P 500's return of 68% [4][5] - Over a five-year period, Tractor Supply's return of 102.9% outperforms the S&P 500's return of 86.1%, and when including dividends, the return increases to 114.7% [6] - Long-term performance shows that investors who bought shares in November 2010 have seen a 1,460% total return, significantly outperforming the S&P 500's 650% return over the same period [7][8] Summary by Timeframe One Year - Stock price decreased by 3.5% while the S&P 500 increased by 13.3% [3] Three Years - Stock appreciated by 20.4%, with a total return of 23.8% when including dividends [4] - Underperformed the S&P 500 by approximately 50 percentage points [5] Five Years - Total return of 102.9%, surpassing the S&P 500's 86.1% return [6] - Including dividends, the return is 114.7%, outperforming the S&P 500's dividend-adjusted returns by 106.2% [6] Ten Years - Returns lag behind the market on both absolute and total-return basis [7] Fifteen Years - Significant outperformance with a 1,460% total return compared to the S&P 500's 650% return [7][8]

Core Insights - Tractor Supply Company, Inc. (TSCO) has shown resilience in managing rising supply costs due to strong demand for rural lifestyles, achieving a 7.2% year-over-year revenue increase to $3.72 billion in Q3 2025 [1][10] - The company reported a 3.9% improvement in comparable sales, with transaction growth of 2.7% [1][10] Customer Engagement - TSCO experienced record levels of customer engagement, with the Neighbour's Club contributing over 80% of sales and showing gains in member retention and spending per member [2][4] - The HomeCount Heroes program is attracting new customers, enhancing the company's relevance in outdoor recreation and wildlife supplies [4] Cost Management and Margins - Steady demand helped mitigate the impact of higher product, transportation, and tariff-related costs, leading to a slight gross margin expansion of 15 basis points to 37.4% [3][10] - Effective product cost management and disciplined cost controls have been crucial in offsetting rising costs [3][5] Strategic Initiatives - TSCO is focusing on digital growth, same-day delivery, Final Mile expansion, and scaling its direct sales program, which are expected to become self-funding in the coming year [5] - The company plans to expand self-service tools and advertising options for fiscal 2026, positioning itself to sustain profitability and growth despite ongoing cost pressures [5] Stock Performance and Valuation - TSCO's shares have gained 3% year-to-date, outperforming the industry's 1.4% rise [8] - The company trades at a forward price-to-earnings ratio of 23.7X, higher than the industry average of 17.9X [9]

Core Insights - Tractor Supply Company (TSCO) demonstrated resilience in its third-quarter 2025 results, effectively managing cost pressures through disciplined execution and strategic resilience [1][4] - The company experienced a gross margin expansion of 15 basis points year over year, attributed to effective product cost management and a consistent everyday low-price strategy [1][9] - Selling and administrative expenses (SG&A) increased by 29 basis points due to investments in strategic initiatives and higher incentive compensation, while tariff costs remain a significant pressure point [2][9] Financial Performance - TSCO's gross margin rose by 15 basis points year over year, indicating strong margin resilience despite rising supply costs [1][9] - SG&A expenses deleveraged by 29 basis points, reflecting strategic investments and higher incentives, which may impact future profitability [2][9] - The Zacks Consensus Estimate for TSCO's fiscal 2025 and 2026 earnings suggests a year-over-year increase of 3.4% and 10.5%, respectively [11] Future Outlook - Management anticipates 2026 to be a "more normalized" year, with diminishing SG&A pressure as new programs like Direct Sales begin to self-fund, allowing for potential margin expansion [3][4] - Continued gross margin expansion is expected into 2026, supported by disciplined cost management and effective navigation of tariff impacts [3][4] - The company's high mix of domestically sourced categories provides a buffer against tariff pressures, alongside proactive assortment and sourcing diversification [2]

Let's get to Jimmy stock trading. Yeah, >> today Jeffy's upgraded tractor supply saying it's a hedge against a weak consumer. I think that this is really going to be the theme.Which of the retailers can do well in the face of a weak consumer. Uh I come back to saying that it should be Walmart and that I don't want to even though it has a high multiple I want to stick with it. The one that is disappointed and I know my my trust is on it forever is Costco.uh seems like can't get any traction whatsoever. And t ...

分组1 - The core theme revolves around identifying retailers that can perform well despite a weak consumer environment, with Tractor Supply being highlighted as a hedge against this weakness [1] - Walmart is favored for its resilience, despite having a high valuation multiple, while Costco is noted for disappointing performance and reaching its first 52-week lows since 2009 [1][3] - The decline in Costco's stock price is significant, but the company is still considered fundamentally strong, indicating a potential buying opportunity once a bottom is confirmed [3] 分组2 - The discussion includes the performance of strip malls, suggesting they are still relevant in the retail landscape [4]

Company Overview - Tractor Supply Company (NASDAQ: TSCO) is a leading U.S. retailer specializing in home improvement, agriculture, lawn and garden maintenance, and livestock care, operating over 2,000 stores across the United States [1] Stock Performance and Price Target - On November 24, 2025, Jonathan Matuszewski from Jefferies set a price target of $64 for TSCO, indicating a potential increase of 20.94% from the current stock price of $52.92 [2][5] - TSCO's stock price recently increased by 0.53% to $52.92, with fluctuations between $52.44 and $53.97 during the trading day [4] Institutional Investment Activity - Barings LLC increased its stake in TSCO by 21%, now holding 60,642 shares valued at $3.2 million, reflecting growing investor confidence [2][5] - Other institutional investors, including Opal Wealth Advisors LLC, Financial Gravity Companies Inc., and Zions Bancorporation National Association UT, have also acquired new stakes in TSCO, valued at approximately $35,000, $38,000, and $41,000 respectively [3][5] Market Capitalization and Trading Volume - TSCO's market capitalization is approximately $27.99 billion, with a trading volume of 5,548,648 shares [4]

Core Insights - Tractor Supply Company (TSCO) is experiencing consistent market share gains and favorable customer trends, driven by its effective everyday low-price strategy and strong pet business [1][2] - The company's Life Out Here lifestyle assortment and convenient shopping formats are attracting new customers and enhancing its market position [1] Store Growth Initiatives - TSCO opened 29 new stores in Q3 2025 and plans to open approximately 100 additional stores in 2026, indicating a solid expansion pipeline [2][10] - About 55% of TSCO's locations now feature the Project Fusion layout, with nearly 700 garden centers across its network, showcasing the effectiveness of its growth strategy [2][10] Life Out Here 2030 Strategy - The strategy focuses on deepening community engagement, driving store traffic, and enhancing customer satisfaction through improved store accessibility and local relevance [3] - Store expansion is a core pillar of this strategy, supporting sustainable growth in both urban-edge and rural markets [3] Neighbor's Club Loyalty Program - The Neighbor's Club loyalty program is performing well, accounting for over 80% of sales in the reported quarter, with significant expansions in offerings to reward members faster [4][10] - Gains in member retention and spending per member highlight the program's effectiveness in capturing new customers [4][5] Customer Engagement and Value Proposition - TSCO leverages its loyal customer base to provide added value through personalized offers and seamless access to in-store and online experiences [5] - The Neighbor's Club serves as a major tool for driving repeat visits and deepening brand loyalty, aligning with the rural lifestyle needs of its members [5] Price Performance and Valuation - TSCO shares have gained 4.3% year to date, outperforming the industry's growth of 2.4% [8] - The company trades at a forward price-to-earnings ratio of 24.33X, compared to the industry's average of 17.4X, indicating a premium valuation [9] Earnings Estimates - The Zacks Consensus Estimate for TSCO's EPS indicates year-over-year growth of 3.4% for 2025 and 10.2% for 2026, with estimates remaining intact over the past 30 days [11]