$TSCO

Tesco, the UK's largest retailer, has invested £20 million in Bramble Fund I, a new food-tech venture fund. The fund, anchored by Tesco, will invest in food innovation companies, with Tesco also partnering to test products. Bramble's first investment is KluraLabs, focusing on food packaging technology. The fund targets UK and European food businesses with scaling potential, according to the company.

Jim Cramer expressed skepticism about Tractor Supply Company (TSCO), noting its stock struggles near a 52-week low. The company reported 2.3% net sales growth, missing expectations, and comparable store sales fell 1.5%. SG&A expenses surged 14.4%, and management withdrew its multi-year financial framework, updating full-year 2026 adjusted diluted EPS guidance to $1.90 to $2.00. Despite challenges, TSCO remains a dominant rural retailer with resilient consumable demand and strong shareholder retu

Analysts at Barclays maintained ratings on Victoria's Secret (VSXY) and Tractor Supply (TSCO). VSXY received a Buy rating with a $106 target, while TSCO got a Hold rating with a $35 target. Both stocks have a Moderate Buy consensus, with average targets of $94.33 (VSXY) and $36.50 (TSCO).

Tractor Supply (TSCO) director Margaret M. Ham acquired 84,895 shares at $35.047 each on September 4, 2026, increasing her holdings to 19,612,622 shares. The transaction was classified as a small acquisition under Rule 16a-6, with no Rule 10b5-1 trading plan reported.

Tesco's share price has risen 104% over five years, with a current P/E of 15.8 and a consensus target of 520p, implying 9.1% upside. Analysts are bullish, citing strong fundamentals, but warn of competition and cost pressures. Tesco reported £73.7bn revenue and £2.4bn pre-tax profit for FY2026, with a 28.2% grocery market share.

Tesco's rapid delivery service, Whoosh, has grown by 51% to £400m in annual sales, serving 74% of the UK population. The service is integrated into Tesco's existing digital and store platforms, avoiding separate technology stacks. Tesco developed most of the technology in-house, with third-party tools used selectively. The model allows for scalability and innovation within the broader retail ecosystem.

A survey by the British Standards Institution found 25% of U.S. businesses plan to reduce product lines in the next six months due to rising freight costs, tariffs, and uncertain customer spending. Companies like Under Armour and Helen of Troy have already cut underperforming products. Some retailers, including Walmart and SharkNinja, are using tariff refunds to lower prices or offset costs.

Walmart, e.l.f. Beauty, and Tractor Supply are using tariff refunds totaling over $160 billion to cut prices, with Walmart reducing 11,000 items' prices using $2.9 billion and e.l.f. Beauty lowering prices on 10% of its catalog. Lowe's and Kohl's are using refunds for shareholder returns and inventory investment, respectively. Retailers face challenges in determining how to allocate refunds due to the complexity of tariff expenses.

Kimberley Gardiner, CMO of Tractor Supply (TSC), has left the company after four years. Neil Tenzer, previously senior VP of Petsense, will take over her role. TSC reported a 16% profit decline to $361M in Q2, with sales up 2.3% to $4.54B. The company is closing 75 underperforming Petsense stores and reducing expansion plans.

TRACTOR SUPPLY CO /DE/ (TSCO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. Underwriting Agreement On August 19, 2026, Tractor Supply Company (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) by and among the Company, Wells Fargo Securities, LLC and BofA Securities,