TSCO Tractor Supply Company Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:01
Jul 08
Jul 08
Tesco is reportedly exploring the sale of its European operations according to a Financial Times report.
10:46
Jul 08
Jul 08
Tesco is reportedly exploring a sale of its central and eastern European operations according to the Financial Times.
23:46
Jun 18
Jun 18
Countryside relocation trend is over.
The pandemic-era trend of people moving to the countryside and creating homesteads is over, which has hurt Tractor Supply. He can't think of a reason to own the stock outside of a potential takeover, and he does not recommend on takeover speculation.
MED
04:45
Jun 09
Jun 09
Tractor Supply trades at 14.7x P/E, dominates rural retail with no national competitor, and management is actively buying back shares. 43% penetration of US rural households suggests structural demand growth; buybacks signal management conviction and enhance per-share value. A dominant retailer with pricing power, a loyal customer base, and a reasonable valuation – well-positioned for steady compounding. Recession reducing discretionary spending on rural lifestyle goods, or rising input costs pressuring margins.
HIGH
23:59
Jun 08
Jun 08
TSCO avoid until more clarity.
Tractor Supply (TSCO) cannot be recommended until more clarity on the rural-to-urban trade reversal; the recent numbers are bad and the stock is avoidable for now.
LOW
10:56
Jun 08
Jun 08
Barclays analysis shows rising gas prices impact retailers unevenly, with Tractor Supply most exposed and Williams-Sonoma least affected.
09:53
May 20
May 20
Staple retailers benefit from consumer weakness.
Weakening consumer spending benefits staple retailers as consumers trade down. Kroger and Tesco are defensive holdings with stable earnings, low debt, and attractive valuations (13.5x earnings). They are less impacted by higher yields and offer a safe haven in a slowing economy.
MED
16:49
May 10
May 10
Barbarian Capital highlights a rough earnings season for former growth darlings in staples and discretionary sectors, with PAA Research explicitly calling $BRBR a poster child for shareholder value destruction via buybacks.
HIGH
22:23
May 04
May 04
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.
HIGH
About TSCO Analyst Coverage
Buzzberg tracks TSCO (Tractor Supply Company) across 7 sources. 3 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (33%). 9 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Reuters Business, Bloomberg, Jim Cramer.