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Tractor Supply

NASDAQ: TSCO

Stock price

35.38 USD

(+0%) TODAY

Other Specialty RetailSpecialty Retail

Financial Performance

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5Y price score: (12)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 138.1%

DATE RANGE:

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    28.3

    52-week range

    62.8

    35.38

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    1.7 %

    Dividend Yield TTM

    2.7 %

    Market cap $

    $ 18,555

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    18.4

    Price / Book TTM

    7

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    (1.2)

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    (41) %

    0.8 %

    138.1 %

    Free cash flow per share growth

    (42) %

    (25.8) %

    333.3 %

    Earnings per share growth

    (14.8) %

    61.4 %

    243.3 %

    Founded: 1,938

    Employees: 26,000

    Business Summary:Tractor Supply Company functions as a prominent retailer, catering to the rural lifestyle demographic throughout the United States. Its extensive product catalog encompasses items crucial for the health, well-being, development, and enclosure of equine, livestock, pets, and small animals. Additionally, it stocks a variety of hardware, truck, towing, and tool supplies. Shoppers can also find seasonal goods like heating solutions, gardening equipment, power tools, novelty gifts, and children's toys, alongside workwear, casual apparel, footwear, and essential maintenance products designed for agricultural and general rural applications. These offerings are made available under a diverse portfolio of private label and proprietary brands, including 4health, Producer's Pride, American Farmworks, Red Shed, Bit & Bridle, Redstone, Blue Mountain, Retriever, C.E. Schmidt, Ridgecut, Countyline, Royal Wing, Dumor, Strive, Groundwork, Traveller, Huskee, Treeline, JobSmart, TSC Tractor Supply Co, Paws & Claws, and Untamed. Data from June 25, 2022, indicates the company's retail footprint included 2,016 Tractor Supply outlets spanning 49 states, complemented by 178 Petsense locations across 23 states. Its physical retail presence includes stores operating under the banners of Tractor Supply Company, Del's Feed & Farm Supply, and Petsense, while its digital storefronts are accessible via TractorSupply.com and Petsense.com. The primary customer base comprises recreational farmers, ranchers, and other individuals with similar needs. Established in 1938, the corporation maintains its corporate headquarters in Brentwood, Tennessee.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Jul 23, 2026)

    1) Strategy & Leadership
    - CEO Hal Lawton emphasized the strength and durability of Tractor Supply's business model, highlighting the dedication of over 54,000 team members.
    - The acquisition of VIP Petcare was noted as a strategic move to strengthen the company's pet ecosystem, connecting veterinary services with product offerings.
    - The company is taking decisive actions to address current challenges, particularly in the pet segment and pricing strategies, while maintaining a focus on long-term growth.

    2) Financial & Segment Results
    - Q2 net sales increased approximately 2% to $4.5 billion, but comparable store sales (comp sales) declined by about 1.5%, primarily due to a significant drop in May.
    - Gross profit rose 2.6% to $1.68 billion, with an adjusted gross margin of 37.2%.
    - SG&A expenses increased 14.4% to $1.22 billion, influenced by charges related to the Petsense business and acquisition costs for VIP Petcare.
    - Adjusted diluted EPS were $0.81, below expectations, reflecting the impact of lower sales and increased costs.

    3) Problems / Headwinds
    - May's performance was notably weak due to high fuel prices and drought conditions affecting discretionary spending, particularly in big-ticket categories.
    - Approximately 40% of the addressable market is tied to rural economies facing challenges, including high gas costs and cautious spending behavior.
    - The company acknowledged that while needs-based categories remained resilient, discretionary spending has been under pressure.

    4) Operational or Product Plans
    - The company plans to close approximately 75 underperforming Petsense stores to improve returns and focus on higher-growth opportunities.
    - A rollout of Freshpet products is underway, with plans to expand to at least 700 stores by year-end, showing early positive results.
    - Investments in the Final Mile delivery service are being accelerated, with customer adoption exceeding expectations.
    - The company is also enhancing its pricing strategy through an "unbeatable price" campaign and improving customer engagement via the Neighbor's Club program.

    5) Guidance & Outlook / Investor Angle
    - The updated fiscal 2026 outlook anticipates net sales growth of 2.5% to 3.5% and comp sales ranging from negative 1% to flat.
    - The company has withdrawn its long-term financial framework, committing to provide an updated outlook in Q4 2026, reflecting the current market dynamics and strategic initiatives.
    - Despite near-term challenges, the management remains optimistic about long-term growth potential and market share gains.

    Bottom line: Tractor Supply is navigating a challenging environment with strategic adjustments aimed at enhancing its competitive position, particularly in the pet segment. While short-term results have been impacted by external factors, the company's long-term outlook remains positive, supported by ongoing investments and a focus on customer value.

    Annual Reports, Presentations And IR Contacts

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    Tractor Supply — Financial Overview, Stock Price, Market Cap

    Tractor Supply is a company. Founded in 1938. As of August 26, 2026, the company's market capitalization is $18555041000 with a current stock price of $35.38.