Calls
1
u/ultra__star
Reddit r/ValueInvesting
Win Rate
0.0%
return
-5.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 04
$32.34
-5.9%
TSCO trades at 15.9x earnings with a ~3% dividend yield, down ~50% from its August 2025 high, while the business remains profitable and growing (50% revenue from stable animal feed/pet products). The market overreacted to DEI backlash and a single earnings miss, ignoring the company's essential, recurring revenue base and long-term expansion plans (e.g., California under-penetration, 2030 growth targets). At these levels, TSCO offers a compelling long-term compounder with a margin of safety – buy into the panic for 10+ year holding. Further earnings misses, consumer spending slowdown in rural areas, increased competition from online retailers, or renewed anti-DEI sentiment hurting brand perception.
TSCO trades at 15.9x earnings with a ~3% dividend yield, down ~50% from its August 2025 high, while the business remains profitable and growing (50% revenue from stable animal feed/pet products). The market overreacted to DEI backlash and a single earnings miss, ignoring the company's essential, recurring revenue base and long-term expansion plans (e.g., California under-penetration, 2030 growth targets). At these levels, TSCO offers a compelling long-term compounder with a margin of safety – buy into the panic for 10+ year holding. Further earnings misses, consumer spending slowdown in rural areas, increased competition from online retailers, or renewed anti-DEI sentiment hurting brand perception.
Retail & Mobility
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u/ultra__star has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: TSCO.
