Tractor Supply Company (NASDAQ: TSCO ) operates as a retailer of rural lifestyle products, ranging from livestock food and equipment to pet food to recreational products and apparel. At the end of September, Tractor Supply had a total ofI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the ...

It's been a little over two years since I last covered Tractor Supply Company (NASDAQ: NASDAQ: TSCO ). In October 2022, I rated TSCO a HOLD as I believed the stock to be modestly overpriced near $200. Shares are up 37% over that time, representingBeating the market is my one and only objective. If I can't make a case for a stock to beat the S&P's historical return of 7-8% per year, I won't buy it. And wouldn't recommend you do either.I'm primarily a GARP investor with a strong focus on fundamentals. I cater ...

Tractor Supply Company (TSCO) seems to be in a good spot, thanks to its sturdy business strategies. The company is reaping the benefits from its Life Out Here Strategy and the Neighbor’s Club membership program. Its ‘ONETractor’ strategy, which is aimed at connecting stores and online shopping, appears encouraging too. Shares of this leading rural retail farm and ranch store chain have gained 32.6% year to date against the industry’s 3.1% decline. Recently, Tractor Supply revealed that it had agreed to acqu ...

文章核心观点 - 公司计划通过收购在线宠物和动物药房Allivet来增强其为伴侣动物、马匹和牲畜客户提供的产品和服务 [1][2] - 收购Allivet将有助于公司扩大其37百万会员的触达范围,并增加公司的总可寻址市场规模约150亿美元 [2] - 公司表示此次收购将加速Allivet的增长和创新,使宠物主人更容易照顾他们的宠物 [2] - 沃尔玛等其他零售商也在扩大其宠物护理产品和服务的提供 [3] 公司概况 - 公司经营2,270家Tractor Supply门店和205家Petsense门店 [1] - Petsense是一家小型宠物专营店 [1] 收购标的Allivet - Allivet提供处方和非处方宠物药品,并提供"PetRx-as-a-Service"平台 [2] - Allivet的合作伙伴包括Tractor Supply、美国肯尼尔俱乐部(AKC)、Fetch Pet Insurance等 [2] 收购目的 - 公司希望利用其门店网络和数字化产品来扩大Allivet的覆盖范围 [2] - 公司希望增加与其37百万会员的销售份额,其中三分之二为宠物主人 [2]

关于Zacks Premium - 提供多种方式帮助新老投资者充分利用股市自信投资包括每日更新Zacks Rank和Zacks Industry Rank完全访问Zacks 1 Rank List股票研究报告和高级股票筛选还包括Zacks Style Scores [1] 关于Zacks Style Scores - 与Zacks Rank一同开发是一组互补指标可帮助投资者挑选未来30天最有可能跑赢市场的股票股票基于价值增长和动量特性被给予A B C D或F的字母评级评分越高股票跑赢的机会越大 [2] - 分为价值得分增长得分动量得分和VGM得分价值得分利用多种比率识别最具吸引力和折扣最大的股票增长得分考虑预计和历史收益销售额和现金流来发现长期可持续增长的股票 [2] - 动量得分利用一周价格变化和月度收益估计百分比变化等因素确定购买高动量股票的有利时机 [3] - VGM得分是所有风格得分的组合是与Zacks Rank一起使用的重要指标根据共享加权风格对每只股票进行评级筛选出最具吸引力价值最佳增长预测和最有前景动量的公司 [4] 关于Zacks Rank与Style Scores的关系 - Zacks Rank是一种专有股票评级模型利用盈利预测修正来帮助投资者创建成功的投资组合自1988年以来1 (Strong Buy)股票平均年回报率为+25.41%是同期标准普尔500指数表现的两倍多但每天可能有200多家公司为Strong Buy评级600多家为2 (Buy)评级 [5] - Style Scores可帮助投资者从众多评级股票中挑选出最适合自己的股票为了最大化回报应选择Zacks Rank为1或2且风格评分为A或B的股票如果是3 (Hold)评级的股票也要确保其评分为A或B股票盈利预测修正的方向始终是选择股票的关键因素 [6] 关于Tractor Supply公司 - 总部位于田纳西州布伦特伍德是美国最大的零售农场和牧场连锁店公司专注于休闲农民牧场主工匠和小企业提供多种商品在Zacks Rank中为3 (Hold) VGM Score为A [7] - 可能是成长型投资者的首选公司增长风格评分为A预计本财年同比收益增长1.4%在过去60天内有一位分析师上调了盈利预期Zacks共识预期每股增加0至10.23美元平均盈利惊喜为2.6% [7] - 凭借稳固的Zacks Rank和顶级的增长和VGM风格评分该公司应在投资者的候选名单上 [8]

Tractor Supply Today TSCO Tractor Supply $274.29 -17.80 (-6.09%) 52-Week Range $185.00 ▼ $307.64 Dividend Yield 1.60% P/E Ratio 26.45 Price Target $272.50 Add to Watchlist Tractor Supply Company NASDAQ: TSCO is still a good buy because of its growth, increased leverage, and cash flow used to pay shareholders. The company's Q3 results failed to support the price action but aren't bad news for investors, merely weaker than expected in a world with macroeconomic headwinds and a tepid retail environment. The ta ...

财务数据和关键指标变化 - 第三季度净销售额增长1.6%，可比店销售额略微下降0.2% [10] - 稀释每股收益为2.24美元，去年同期为2.33美元 [25] - 毛利率较去年增加56个基点，主要受益于运输成本降低和产品成本管理 [24] 各条业务线数据和关键指标变化 - 大宗商品销售持续强劲，尤其是零转向和前引擎骑乘草坪机及休闲车辆 [13] - 消耗品、可用品和可食用产品的销售表现略低于链条平均水平，受通货膨胀影响 [13][21] - 宠物食品类别在第三季度略有正增长，尽管整体趋势有所放缓 [14] 各个市场数据和关键指标变化 - 农场和牧场渠道在第三季度表现略微负增长，但公司仍在市场中获得份额 [9] - 各地区的可比销售增长在-2%到小幅增长之间，德克萨斯州表现最强 [22] 公司战略和发展方向和行业竞争 - 公司计划收购Allivet，预计将为2025年带来盈利增长，并扩大市场规模约150亿美元 [7] - 公司继续推进“生活在这里”战略，计划在未来几年内进行更多的门店改造和新店开设 [17][31] 管理层对经营环境和未来前景的评论 - 管理层对当前零售环境持谨慎乐观态度，预计第四季度将受益于飓风后的紧急响应销售 [19] - 管理层认为，消费者支出将受到选举年和经济环境的影响，需保持谨慎 [19][28] 其他重要信息 - 公司在第三季度开设了16家新门店，年初至今总计54家 [16] - 公司在库存管理方面表现良好，第三季度库存水平为31亿美元，较去年增长4.3% [26] 问答环节所有提问和回答 问题: 关于门店改造和未来计划 - 公司表示，Fusion格式的门店表现优于整体链条，未来将继续推进门店改造计划 [36][39] 问题: 关于天气和飓风对业务的影响 - 管理层指出，飓风对第三季度的影响有限，但预计第四季度将受益于紧急响应销售 [41][43] 问题: 关于长期盈利能力和市场份额 - 公司对未来的市场机会持乐观态度，认为将继续获得市场份额并实现盈利增长 [31][70] 问题: 关于宠物药品市场的收购 - 公司对收购Allivet表示兴奋，认为这将为37万名邻居俱乐部会员提供更多价值 [68][69] 问题: 关于通货膨胀和农场收入的影响 - 管理层认为，农场收入的波动对公司业务影响有限，主要客户群体并非专业农民 [85]

Investors are struggling to get excited with growth that's cooled way down.Shares of retail chain Tractor Supply (TSCO -5.57%) slumped on Thursday after the company reported financial results for its third quarter of 2024. As of 1 p.m. ET, Tractor Supply stock had dropped 5%.Steady business but lacking growthTractor Supply has nearly 2,300 stores across the U.S., selling things such as gardening supplies, animal feed, and more. Demand is steady but not necessarily growing right now. The company's Q3 revenue ...

Tractor Supply Company (TSCO) has reported third-quarter 2024 results, wherein the bottom line beat the Zacks Consensus Estimate while sales lagged the same. Sales benefited from higher store openings despite a weak comparable store sales (comps) performance.TSCO has been progressing well on its Life Out Here strategy amid a tepid retail sales landscape, as its business fundamentals remained sturdy with continued market share gains. With almost 50% of its stores in Project Fusion layout and more than 550 ga ...

Tractor Supply (TSCO) reported $3.47 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 1.7%. EPS of $2.24 for the same period compares to $2.33 a year ago.The reported revenue represents a surprise of -0.52% over the Zacks Consensus Estimate of $3.49 billion. With the consensus EPS estimate being $2.23, the EPS surprise was +0.45%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...