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10:00
Jul 23 ◎
Hal Lawton TSCO Q2 FY26 call
Tractor Supply's final-mile delivery volume in H1 2026 already matched all of 2025's total, accelerating rollout ahead of schedule and improving economics as scale grows. — Rapid organic build of last-mile capability could reduce Tractor Supply's reliance on third-party parcel carriers for bulky rural deliveries, potentially pressuring volumes for FedEx and UPS in that niche.
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About FDX Analyst Coverage

Buzzberg tracks FDX (FedEx Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Hal Lawton.