Tractor Supply Company Website

Tractor Supply Company

NasdaqGS-TSCO

Company Overview

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers a selection of merchandise, including equine, livestock, pet, and small animal products necessary for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products, such as heating products, lawn and garden items, power equipment, gifts, and toys; work/recreational clothing and footwear; and maintenance products for agricultural and rural use. It provides its products under the 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 brands. As of June 25, 2022, it operated 2,016 Tractor Supply stores in 49 states; and 178 Petsense stores in 23 states. The company operates its retail stores under the Tractor Supply Company, Del's Feed & Farm Supply, and Petsense names; and operates websites under the TractorSupply.com and Petsense.com names. It sells its products to recreational farmers, ranchers, and others. The company was founded in 1938 and is based in Brentwood, Tennessee.

  • Name

    Tractor Supply Company

  • CEO

    Harry A. Lawton

  • Website

    www.tractorsupply.com

  • Sector

    Specialty Retail

  • Year Founded

    1938

Company Statistics

Profile

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Bulls Say

  • Tractor Supply has room for growth, which should help it achieve 10% average annual EPS growth over the next decade (in line with the 8%-11% it expects). A faster rollout of side lot projects or rapid media or big barn sales growth could lead to upside.

  • A unique merchandise assortment partially insulates the firm from e-commerce competitors, offering products that have either immediate need or are expensive to ship.

  • With its distribution network continuing to evolve, Tractor Supply should be able to better leverage logistics expenses, improving distribution costs.

Bears Say

  • Competition is fierce throughout retail, and Tractor Supply will have to innovate to keep its market leadership position and ensure elevated brand relevance.

  • Optimal real estate opportunities could become more challenging to capture as the firm expands further into competitors’ markets and if real estate prices rise in prospective regions.

  • Free cash flow could be tempered in the near term as the firm increases its capital expenditures to roll out merchandise initiatives, expand the store footprint, build out the distribution network, and invest in IT.

Source: Morningstar Analysis - Oct 27, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

Tractor Supply Co Faces Challenges Amid Market Pressures

  • TSCO's stock declined by 7.2% over the past month, significantly underperforming the S&P 500's decrease of only 0.2%.
  • The company faced negative sentiment due to rising agricultural costs and legal challenges impacting investor confidence.
  • Despite some community engagement initiatives generating brief optimism, they were insufficient to counteract prevailing bearish trends.

Over the past month, Tractor Supply Company's stock (TSCO) experienced a notable decline of 7.2%, which is a significant underperformance compared to the S&P 500's decrease of just 0.2%. This downward trend was influenced by various bearish sentiments surrounding both the company and its sector. On December 11th, TSCO's stock fell by 2.4% amid comparisons with ODP Corporation; analysts noted Tractor Supply’s stronger financial metrics but raised concerns about its volatility relative to broader market indices.

The negative sentiment persisted into early December when TSCO dropped another 1.9% on December 1st after reporting quarterly revenues that met expectations but did not exceed them sufficiently to inspire investor confidence. Although revenue growth was reported at an annual rate of 7.2%, this figure was overshadowed by discussions regarding rising costs in agriculture and comments from former President Trump urging manufacturers like Deere to lower equipment prices—factors that indirectly affected perceptions around companies such as Tractor Supply.

Despite receiving a "Moderate Buy" consensus from multiple firms earlier in the month, overall sentiment remained bearish due to external pressures and ongoing legal challenges faced by the company. Notably, news broke on November 12th about Cree LED filing a patent infringement lawsuit against both Tractor Supply and Promier Products concerning portable lighting products they sold; this development further contributed negativity around TSCO’s public image and investor confidence.

In contrast, late November saw moments of slight optimism for TSCO with community initiatives like its Paper Clover Campaign aimed at supporting youth programs alongside philanthropic efforts through Petsense for veterans—these events generated brief spikes in stock price but were ultimately insufficient against prevailing bearish trends throughout most of December.

Overall, while there were pockets of bullish activity within community engagement efforts leading up to early December, these could not offset significant declines driven primarily by external economic factors and litigation issues affecting investor sentiment toward TSCO during this period. Notably though, despite its struggles relative to broader market performance metrics seen with S&P or Consumer Discretionary sectors overall performance indicators show that Tractor Supply Co outperformed the Consumer Discretionary (XLY) sector by an impressive margin of 42%.

NasdaqGS:TSCO