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

  • Market Cap

    —

  • EV

    —

  • Shares Out

    —

  • Revenue

    —

  • Employees

    —

Margins

  • Gross

    —

  • EBITDA

    —

  • Operating

    —

  • Pre-Tax

    —

  • Net

    —

  • FCF

    —

Returns (5Yr Avg)

  • ROA

    —

  • ROTA

    —

  • ROE

    —

  • ROCE

    —

  • ROIC

    —

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    —

  • P/E

    —

  • PEG

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

Financial Health

  • Cash

    —

  • Net Debt

    —

  • Debt/Equity

    —

  • EBIT/Interest

    —

Growth (CAGR)

  • Rev 3Yr

    —

  • Rev 5Yr

    —

  • Rev 10Yr

    —

  • Dil EPS 3Yr

    —

  • Dil EPS 5Yr

    —

  • Dil EPS 10Yr

    —

  • Rev Fwd 2Yr

    —

  • EBITDA Fwd 2Yr

    —

  • EPS Fwd 2Yr

    —

  • EPS LT Growth Est

    —

Dividends

  • Yield

    —

  • Payout

    —

  • DPS

    —

  • DPS Growth 3Yr

    —

  • DPS Growth 5Yr

    —

  • DPS Growth 10Yr

    —

  • DPS Growth Fwd 2Yr

    —

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 6, 2025 - Dec 6, 2025

Tractor Supply Co. Navigates Challenges with Community Engagement and Strategic Initiatives

  • TSCO launched the Paper Clover Campaign to support youth programs, enhancing its community engagement efforts.
  • The company announced a new holiday giving initiative aimed at improving customer experience and brand loyalty.
  • CEO Hal Lawton's appointment to Wayfair Inc.'s board raises expectations for future growth strategies.

Over the past month, Tractor Supply Company (TSCO) experienced a modest overall movement of 0.3%, reflecting underperformance compared to the S&P 500’s return of 1.2%. Despite this slight decline, TSCO maintained a generally positive outlook driven by key initiatives that bolstered investor sentiment. The company's strong business model demonstrated resilience through consistent demand and operational discipline across its extensive network of over 2,200 stores in rural and suburban markets.

A significant highlight during this period was the launch of TSCO's Paper Clover Campaign aimed at supporting youth programs like 4-H. This initiative showcased the company's commitment to corporate social responsibility, resonating positively with stakeholders who value community engagement. Additionally, an upgrade from JEFF to "Buy" further contributed to bullish sentiment around TSCO stock as it indicated confidence in valuation recovery amidst market fluctuations.

On November 10th, TSCO announced a new holiday giving initiative designed to enhance customer experience while promoting affordability and authenticity in their product offerings. This strategic move was well-received by consumers seeking meaningful gifts aligned with rural living values during the crucial holiday season, thereby strengthening brand loyalty among customers.

However, not all news was favorable; there were bearish developments including a patent infringement lawsuit filed against TSCO related to portable lighting products which could pose potential risks if litigated extensively. Furthermore, on December 1st, while reporting quarterly revenue growth alongside solid net margins—factors typically viewed favorably—the stock faced downward pressure due to broader market dynamics despite demonstrating strong fundamentals with continued year-over-year revenue growth.

Overall, while shares moved slightly higher again after these challenges leading up until early December—TSCO still lagged behind broader indices such as the S&P 500 by -0.9% but significantly outperformed its sector; specifically outperforming Consumer Discretionary (XLY) by an impressive margin of 50.6%.

NasdaqGS:TSCO