Equity Brief · Consumer Cyclical2026-05-20
TSCO·Consumer Cyclical

Tractor Supply Company

I · Analiza AI

Pe scurt

Tractor Supply sells products for people living in rural areas or maintaining rural lifestyles — think livestock feed, horse equipment, dog food, tractors, lawn mowers, work boots, and hardware. They operate physical stores under the Tractor Supply, Petsense, and Orscheln Farm and Home names, plus online at TractorSupply.com and Petsense.com. The company earns money when customers buy seasonal products (spring planting, winter heating) and everyday necessities (animal feed, work clothes) from their 2,000+ locations across the United States.

Tractor Supply Company is America's largest rural lifestyle retailer, operating over 2,000 stores serving farmers, ranchers, and rural homeowners with livestock feed, pet supplies, lawn equipment, and work apparel [Yahoo Finance]. The stock has fallen 41% over the past year amid rising wholesale costs and negative consumer real wages, bringing the P/E ratio down to 15.3x [Simply Wall St]. The company maintains a quarterly dividend of $0.24 per share and holds a solid Piotroski score of 8/9, though rising inflation pressures are squeezing retail margins across the sector [Yahoo Finance].

Tractor Supply is profitable and generates free cash flow, but carries moderate debt and faces margin pressure from rising wholesale costs.

Pe scurt AI analysisÎncredere 7/10

Scor Sentinellis

6.8/10

Moderate concerns

Capitalizare bursieră

$16.3B

Venituri (12 luni)

$15.5B

II · Știri recente

Ce a mișcat prețul

4 stories · ranked by relevance

  • macro2026-05-18

    Is Tractor Supply (TSCO) Now Attractive After A 41% One Year Share Price Fall

    Simply Wall St

  • macro2026-05-19

    Massimo Group Begins Revenue-Generating Fulfillment for Large-Scale Tractor Supply Retail Program

    Yahoo Finance

  • macro2026-05-14

    Tractor Supply Company Declares Quarterly Dividend

    Yahoo Finance

  • macro2026-05-17

    Tractor Supply and Home Depot Stocks Trade Down, What You Need To Know

    Yahoo Finance

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Rising wholesale costs from tariffs and supply chain inflation (April PPI up 6% annually) are squeezing gross margins across the retail sector, and Tractor Supply must either absorb these costs or raise prices on rural customers whose real wages turned negative [Yahoo Finance].

1 din 4 riscuri din acest raport

Riscuri

4

Oportunități

5

Semnale de alarmă

2

Conducere

10

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