Tractor Supply (NASDAQ:TSCO) Azioni

TRACTOR SUPPLY COMPANY

Tractor Supply

Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,311 of its namesake banners in 49 states, along with 206 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities rather than urban and suburban areas. In fiscal 2024, revenue consisted primarily of livestock, equine & agriculture (26%), companion animal (25%), and seasonal & recreation (23%).

Tractor Supply Co

JP Morgan analyst Christopher Horvers maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Neutral and lowers the price target from $59 to $56.

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TSCO

JP Morgan Maintains Neutral on Tractor Supply, Lowers Price Target to $56

U.S. stocks settled higher on Friday, with the Nasdaq Composite jumping more than 1% during the session. Major indices also recorded gains last week, with the S&amp;P 500 adding 4.6% and the Nasdaq jumping 6.7%. The Dow also notched a weekly gain of 2.5%.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Richard Davis
<ul>
<li>Analyst Firm: Canaccord Genuity</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained a Buy rating on ServiceNow, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) and increased the price target from $900 to $1,075 on April 24. This analyst sees around 14% upside in the stock.</li>
<li>Recent News: On April 23, ServiceNow reported better-than-expected first-quarter financial results.</li>
</ul>
Analyst: Jay McCanless
<ul>
<li>Analyst Firm: Wedbush</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Neutral rating on Century Communities, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCS#NYSE">CCS</a>) and cut the price target from $93 to $88 on April 24. This analyst sees around 61% surge in the stock.</li>
<li>Recent News: On April 23, Century Communities reported first-quarter financial results and missed its adjusted EPS and revenue estimates.</li>
</ul>
Analyst: Doug Anmuth 
<ul>
<li>Analyst Firm: JP Morgan</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Maintained an Overweight rating on Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) and raised the price target from $180 to $195 on April 25. This analyst sees around 19% upside in the stock.</li>
<li>Recent News: On April 24, Alphabet reported better-than-expected first-quarter financial results and announced a 5% increase to the dividend with the quarterly payout going to 21 cents per share.</li>
</ul>
Analyst: Matthew McClintock
<ul>
<li>Analyst Firm: Raymond James</li>
<li>Ratings Accuracy: 84%</li>
<li>Latest Rating: Maintained an Outperform rating on Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) and cut the price target from $61 to $57 on April 25. This analyst sees around 14% upside in the stock.</li>
<li>Recent News: On April 24, The company reported quarterly earnings per share of 34 cents, missing the analyst consensus estimate of 37 cents. Quarterly revenues of $3.47 billion (up 2.1% year over year) missed the street view of $3.54 billion.</li>
</ul>
Analyst: Zachary Fadem
<ul>
<li>Analyst Firm: Wells Fargo</li>
<li>Ratings Accuracy: 84%</li>
<li>Latest Rating: Maintained an Overweight rating on Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) and cut the price target from $60 to $55 on April 24. This analyst sees around 6% upside in the stock.</li>
<li>Recent News: On April 23, Chipotle Mexican Grill reported worse-than-expected first-quarter sales results.</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/45007044/wall-streets-most-accurate-analysts-give-their-take-on-3-real-estate-stocks-delivering-high-dividend-yields-5">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Real Estate Stocks Delivering High-Dividend Yields</a> </li>
</ul>
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5 Stocks In The Spotlight Last Week:  Wall Street's Most Accurate Analysts Weigh In

Raymond James analyst Matthew McClintock maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Outperform and lowers the price target from $61 to $57.

Raymond James Maintains Outperform on Tractor Supply, Lowers Price Target to $57

Guggenheim analyst Steven Forbes maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Buy and lowers the price target from $60 to $55.

Guggenheim Maintains Buy on Tractor Supply, Lowers Price Target to $55

Mizuho analyst David Bellinger maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Outperform and lowers the price target from $62 to $58.

Mizuho Maintains Outperform on Tractor Supply, Lowers Price Target to $58

Baird analyst Justin Kleber maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Outperform and lowers the price target from $63 to $56.

Baird Maintains Outperform on Tractor Supply, Lowers Price Target to $56

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
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Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) shares traded lower on Thursday after the<a href="https://www.benzinga.com/pressreleases/25/04/b44974845/tractor-supply-company-reports-first-quarter-2025-financial-results-provides-second-quarter-guidan" target="_blank" rel="noreferrer noopener"> company reported first-quarter results.</a>
The company reported quarterly earnings per share of 34 cents, missing the analyst consensus estimate of 37 cents. Quarterly revenues of $3.47 billion (up 2.1% year over year) missed the street view of $3.54 billion.
New store openings and the contribution from Allivet drove the increase in net sales.
Tractor Supply&#8217;s comparable store sales decreased 0.9% year over year compared to an increase of 1.1% in the prior year&#8217;s first quarter, with comparable average transaction growth of 2.1%.
Also Read: <a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/25/04/44979310/durable-goods-orders-jump-9-2-in-march-but-one-category-tells-the-real-story" rel="noreferrer noopener">Durable Goods Orders Jump 9.2% In March, But One Category Tells The Real Story</a>
Gross profit increased 2.8% year over year to $1.26 billion, and gross margin increased 25 basis points to 36.2%.
The gross margin rate increase was primarily attributable to &#8220;disciplined&#8221; product cost management and the continued execution of an &#8220;everyday low price strategy.&#8221;
Operating income decreased 5.3% to $249.1 million from $263.1 million in the first quarter of 2024.
In the first quarter of 2025, the company opened 15 new Tractor Supply stores. And while it opened two new Petsense by Tractor Supply stores, it also closed two stores.
Outlook: Tractor Supply said it is &#8220;actively working with its vendor and supply chain partners to navigate the impact of recently announced tariffs, while also monitoring the broader macroeconomic factors impacting its customers.&#8221;
Tractor Supply lowered its FY25 GAAP EPS guidance to $2.00–$2.18 from the previous range of $2.10–$2.22, compared to the $2.17 estimate.
It also widened its FY2025 sales outlook to $15.48 billion to $16.07 billion from the prior view of $15.63 billion to $15.93 billion, versus the $15.73 billion estimate.
Comparable Store Sales is expected to increase in the range of +0% to +4% (prior view: +1% to +3%).
What&#8217;s Next: For the second quarter, the company expects net sales growth to be up 3% to 4%. Comparable store sales growth is expected to be flat to up 1%. Earnings per diluted share will be between 79 and 81 cents (estimate: 84 cents).
Price Action: TSCO shares are trading lower by 4.13% to $48.64 at last check Thursday.
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Earnings

Guidance

Movers

General

Tractor Supply Q1 Results: Earnings Miss, Revenue Outlook Widened

Telsey Advisory Group analyst Joseph Feldman maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Outperform and maintains $67 price target.

Telsey Advisory Group Maintains Outperform on Tractor Supply, Maintains $67 Price Target

WIIM

Tractor Supply shares are trading lower after the company reported mixed Q1 financial results and lowered its FY25 EPS guidance with its midpoint below estimates.

Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) is looking for Q2 GAAP EPS of $0.79-$0.81 vs $0.84 analyst estimate. sees sales of $4.374 billion-$4.417 billion vs $4.47 billion analyst estimate.

Tractor Supply Sees Q2 GAAP EPS $0.79-$0.81 vs $0.84 Est; Sees Sales $4.374B-$4.417B vs $4.47B Est

Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) lowers FY2025 GAAP EPS guidance from $2.10-$2.22 to $2.00-$2.18 vs $2.17 analyst estimate. Widens FY2025 sales outlook from $15.63 billion-$15.93 billion to $15.48 billion-$16.07 billion vs $15.73 billion estimate.

Tractor Supply Lowers FY2025 GAAP EPS Guidance from $2.10-$2.22 to $2.00-$2.18 vs $2.17 Est; Widens FY2025 Sales Guidance from $15.63B-$15.93B to $15.48B-$16.07B vs $15.73B Est

Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) reported quarterly earnings of $0.34 per share which missed the analyst consensus estimate of $0.36 by 5.56 percent. This is a 8.11 percent decrease over earnings of $0.37 per share from the same period last year. The company reported quarterly sales of $3.47 billion which missed the analyst consensus estimate of $3.54 billion by 2.00 percent. This is a 2.12 percent increase over sales of $3.40 billion the same period last year.

Earnings Misses

Tractor Supply Q1 EPS $0.34 Misses $0.36 Estimate, Sales $3.47B Miss $3.54B Estimate

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Earnings Scheduled For April 24, 2025

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Shares of companies in the broader consumer discretionary sector are trading higher after President Trump indicated tariffs against China will be lowered and trade tensions may de-escalate. Tariff concerns have weighed on the sector this year due to their expected impact on consumer spending.

Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) is set to give its latest quarterly earnings report on Thursday, 2025-04-24. Here's what investors need to know before the announcement.
Analysts estimate that Tractor Supply will report an earnings per share (EPS) of $0.37. 
Anticipation surrounds Tractor Supply's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Past Earnings Performance</h3>
During the last quarter, the company reported an EPS missed by $0.02, leading to a 0.13% increase in the share price on the subsequent day.
Here's a look at Tractor Supply's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.46</td>
<td>0.45</td>
<td>0.79</td>
<td>0.34</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.44</td>
<td>0.45</td>
<td>0.79</td>
<td>0.37</td>
</tr>
<tr>
<td>Price Change %</td>
<td>0.0%</td>
<td>-1.0%</td>
<td>2.0%</td>
<td>3.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745427659_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Tractor Supply were trading at $50.28 as of April 22. Over the last 52-week period, shares are down 3.53%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release. 
<h3>Analyst Insights on Tractor Supply</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Tractor Supply.
A total of 9 analyst ratings have been received for Tractor Supply, with the consensus rating being Outperform. The average one-year price target stands at $62.78, suggesting a potential 24.86% upside.
<h3>Comparing Ratings Among Industry Peers</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Ulta Beauty, Chewy and Dick's Sporting Goods, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Ulta Beauty, with an average 1-year price target of $409.62, suggesting a potential 714.68% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Chewy, with an average 1-year price target of $40.42, suggesting a potential 19.61% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Dick's Sporting Goods, with an average 1-year price target of $233.83, suggesting a potential 365.06% upside.</li>
</ul>
<h3>Overview of Peer Analysis</h3>
The peer analysis summary provides a snapshot of key metrics for Ulta Beauty, Chewy and Dick's Sporting Goods, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tractor Supply</td>
<td>Outperform</td>
<td>3.11%</td>
<td>$1.33B</td>
<td>10.37%</td>
</tr>
<tr>
<td>Ulta Beauty</td>
<td>Neutral</td>
<td>-1.88%</td>
<td>$1.33B</td>
<td>16.33%</td>
</tr>
<tr>
<td>Chewy</td>
<td>Outperform</td>
<td>14.91%</td>
<td>$926.00M</td>
<td>9.40%</td>
</tr>
<tr>
<td>Dick's Sporting Goods</td>
<td>Neutral</td>
<td>0.45%</td>
<td>$1.36B</td>
<td>9.58%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Tractor Supply ranks at the top for Revenue Growth with 3.11%. It is in the middle for Gross Profit at $1.33B. Tractor Supply is at the bottom for Return on Equity with 10.37%.
<h3>Unveiling the Story Behind Tractor Supply</h3>
Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. At the end of fiscal 2024, the company operated 2,296 of its namesake banners in 49 states, along with 206 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities, as opposed to urban and suburban areas. In fiscal 2023 (most recent data available), revenue consisted primarily of livestock, equine &amp; agriculture (27%), companion animal (25%), and seasonal &amp; recreation (22%).
<h3>Unraveling the Financial Story of Tractor Supply</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Growth: Tractor Supply displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 3.11%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Tractor Supply's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 6.26%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Tractor Supply's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 10.37%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Tractor Supply's ROA stands out, surpassing industry averages. With an impressive ROA of 2.42%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Tractor Supply's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.39, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<a href="https://www.benzinga.com/quote/TSCO/earnings">To track all earnings releases for Tractor Supply visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Exploring Tractor Supply's Earnings Expectations

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Shares of companies in the broader consumer discretionary sector are trading higher amid Treasury Secretary Scott Bessent's remarks about trade de-escalation with China, which may relieve potential cost pressures for the consumer and lead to an uptick in spending.

Telsey Advisory Group analyst Joseph Feldman <a href="https://www.benzinga.com/quote/TSCO/analyst-ratings">reiterated an Outperform</a> rating on the shares of Tractor Supply Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a price forecast of $67.
The company is scheduled to report its first-quarter FY25 earnings on April 24.
Tractor Supply&#8217;s sales are projected to grow 4.8% to $3.6 billion in the upcoming quarter, with comparable sales rising 1.3%, slightly ahead of the 1.0% FactSet consensus, said the analyst. 
The optimistic outlook is driven by improved weather conditions and the company's continued market share gains. 
Also Read: <a href="https://www.benzinga.com/trading-ideas/dividends/25/04/44863342/retail-giant-costco-raises-dividend-by-12">Retail Giant Costco Raises Dividend By 12%</a>
Despite a flat retail landscape and easing COVID-19 pandemic-era comparisons, weaker inflation may impact average transaction size, reflecting broader economic uncertainty, the analyst wrote.
Gross margin is expected to rise by 98 basis points to 36.3%, driven by better supply chain performance and a shift toward higher-margin private label and media segments. 
But, ongoing strategic investments like adding a new distribution center are projected to increase SG&amp;A costs by roughly 250 basis points to 28.7%, leading to an anticipated 60 basis point decline in operating margin to 7.6%, said the analyst.
Analysts reaffirm a 2025 EPS estimate of $2.20 for Tractor Supply, above the FactSet consensus of $2.16 and within company guidance. 
The outlook sees potential gains in the second half of the year as market conditions stabilize. The long-term thesis remains bullish, backed by the retailer&#8217;s &#8220;Life Out Here 2030&#8221; strategy. 
TSCO Price Action: Tractor Supply Co. shares closed Thursday up 1.58% at $50.14.
Read Next: • <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44850301/target-under-pressure-from-discretionary-spend-slowdown-mounting-inventory-risk-goldman-sachs-downgrades-stock">Target Under Pressure From Discretionary Spend Slowdown, Mounting Inventory Risk, Goldman Sachs Downgrades Stock</a>
Photo: <a href="https://www.shutterstock.com/g/refrina">refrina</a> via Shutterstock

Reiteration

Tractor Supply Earnings Outlook Brightens With 2025 Profit Growth Potential, Says Analyst

Tractor Supply's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NYSE">TSCO</a>) short percent of float has fallen 14.13% since its last report. The company recently reported that it has 32.84 million shares sold short, which is 6.44% of all regular shares that are available for trading. Based on its trading volume, it would take traders 7.57 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Tractor Supply Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744905623_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Tractor Supply has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Tractor Supply's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Tractor Supply's peer group average for short interest as a percentage of float is 13.40%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Tractor Supply?

In the current market session, Tractor Supply Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) price is at $50.20, after a 1.70% spike. However, over the past month, the stock fell by 3.26%, and in the past year, by 0.81%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1744905616_0.png" alt="Past Year Chart" />

<h3>How Does Tractor Supply P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 74.93 in the Specialty Retail industry, Tractor Supply Inc. has a lower P/E ratio of 24.2. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1744905616_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Tractor Supply

Press Releases

Tractor Supply Is Ready to Get Growing With Spring Events Out Here

Tractor Supply Announces Webcast of First Quarter Earnings Conference Call

Petsense by Tractor Supply Kicks off 20th Anniversary Celebration With Spring Adoptathon and Year-Long Events

Tractor Supply's Spring Crop of 4-H Paper Clovers Has Arrived

Tractor Supply Launches New Tractor Supply Rx With Easy Ordering for Pet and Animal Pharmacy Needs

Tractor Supply Breaks Ground on New Distribution Center in Nampa, Idaho

Tractor Supply Company Reports First Quarter 2025 Financial Results; Provides Second Quarter Guidance and Widens Fiscal Year 2025 Sales Range

Tractor Supply's Spring Paper Clover Campaign Raises More Than a Million Dollars on Heels of Winning 2025 Gold Halo Award

Tractor Supply Company Declares Quarterly Dividend

Tractor Supply to Participate in Baird 2025 Global Consumer, Technology & Services Conference

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