TRACTOR SUPPLY CO /DE/
Tractor Supply is a rural lifestyle retailer serving recreational farmers, ranchers, homesteaders, animal and pet owners, and others who live in or enjoy rural communities. It operates Tractor Supply Company and Petsense by Tractor Supply stores, along with TractorSupply.com, Petsense.com, and Allivet.com and a mobile application. At December 27, 2025, it operates 2,602 stores in 49 states. Petsense focuses on pet products and services, while Allivet is an online pet and animal pharmacy offering medications, pharmacy advice, and automatic delivery. Tractor Supply makes money through the retail sale of merchandise, including livestock and agricultural supplies, pet products, seasonal and recreational goods, truck, tool and hardware items, and clothing, gifts and décor. It also offers direct sales to larger farms, small to medium businesses, and event spaces. Customers can shop online and use pickup and delivery options. Tractor Supply is headquartered in Brentwood, Tennessee.
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No SEC Form 4 filings for $TSCO in the last 30 days.
See all $TSCO insider activity →Amazon, Tractor Supply, and Carter's reported higher freight costs in Q3 due to fuel and transportation expenses. Amazon (AMZN) offset some costs with operational improvements, while Tractor Supply (TSCO) saw margin pressure. Carter's (CRI) faced inventory delays. Shipping costs rose 11% YoY for Amazon, with operational improvements mitigating some increases.
Tesco (TSCO.L) will sell its Czech and Slovak operations to Ahold Delhaize (AD.AS) for €1.7B. Tesco expects €1.2B net proceeds, to be returned to shareholders via buybacks. The deal, pending regulatory approval, is expected to close in H2 2027 and have a neutral impact on earnings per share. The sold businesses generated £2.9B in sales and £115M in operating profit in the prior year.
Tractor Supply (TSCO) has successfully implemented a real estate strategy involving in-house store development and sale-leasebacks, achieving cost savings and strong returns. However, rising construction costs, permit delays, and higher interest rates may impact future returns. The company is also repurposing second-generation retail spaces to mitigate these challenges.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning TSCO (TRACTOR SUPPLY CO /DE/). Coverage has skewed bearish: 0 bullish, 0 neutral, and 3 bearish.
Recent TSCO coverage spans financial news, earnings and mergers & acquisitions.
Margin compression from logistics cost increases.
Divestiture may weigh on Tesco share price as cash proceeds are offset by loss of revenue.
Higher interest rates may compress cap rates, reducing future sale‑leaseback proceeds and increasing operating expenses.
Small earnings beat may provide modest upside.
The unchanged rating and price target suggest limited immediate catalyst, but may keep the stock near $35.
AlphAI scores every news story that mentions TSCO with an AI model for sentiment and relevance, and aggregates insider trades from TRACTOR SUPPLY CO /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Amazon, Tractor Supply, and Carter's reported higher freight costs in Q3 due to fuel and transportation expenses. Amazon (AMZN) offset some costs with operational improvements, while Tractor Supply (TSCO) saw margin pressure. Carter's (CRI) faced inventory delays. Shipping costs rose 11% YoY for Amazon, with operational improvements mitigating some increases.
2 min readTesco (TSCO.L) will sell its Czech and Slovak operations to Ahold Delhaize (AD.AS) for €1.7B. Tesco expects €1.2B net proceeds, to be returned to shareholders via buybacks. The deal, pending regulatory approval, is expected to close in H2 2027 and have a neutral impact on earnings per share. The sold businesses generated £2.9B in sales and £115M in operating profit in the prior year.
2 min readTractor Supply (TSCO) has successfully implemented a real estate strategy involving in-house store development and sale-leasebacks, achieving cost savings and strong returns. However, rising construction costs, permit delays, and higher interest rates may impact future returns. The company is also repurposing second-generation retail spaces to mitigate these challenges.
3 min readConsumer discretionary companies reported mixed earnings this week. Six of nine beat EPS estimates, while four topped revenue forecasts. Notable results: GM, GPC, HAS, TSLA, LVS, TSCO, PHM, DECK, NVR. GM reported $3.70 adj. EPS and $50.02B revenue. TSLA reported $0.48 adj. EPS and $28.05B revenue.
2 min readPiper Sandler kept a Neutral rating and $35 price target for Tractor Supply, near its recent close. The firm cited cautious consumer sentiment and conservative guidance due to economic pressures, including higher costs and expected Q4 comp sales decline of 1.0%.
1 min readTD Cowen raised its price target for Tractor Supply (TSCO) to $36 from $34. The company's stock has seen a 5-day change of +6.24% and a 1st Jan change of +4.08%. BNP Paribas also adjusted its target to $38 from $34.
1 min readJPMorgan raised its price target for Tractor Supply Company to $38 from $35. Other firms, including BNP Paribas and TD Cowen, also adjusted their targets. The stock has seen a 5-day change of +6.24% and a 1-year change of +4.08%.
1 min readAnalysts raised Tractor Supply Company's 12-month price target from $35.44 to $35.65, implying 9% upside. The consensus rating remains 'Buy' among 34 analysts, with forecasts ranging from $31 to $42 per share, according to FactSet.
1 min readTractor Supply (TSCO) plans capital expenditures below 4% of sales in 2027 and aims for $75M in SG&A reductions over 2027-2028, according to its Q3 2026 earnings call.
1 min readWells Fargo raised its price target for Tractor Supply Company to $38 from $36. The stock has seen a 5-day change of +3.30% and a year-to-date change of +1.66%. The company held its Q3 2026 earnings call on October 22, 2026.
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