u/ultra__star

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.