Tractor Supply's resilient business model, strong balance sheet, and loyal customer base have driven consistent sales growth, even amid economic downturns and post-pandemic challenges. Despite a recent earnings miss and softer FY2025 guidance, key indicators like transaction growth and customer retention show the company is gaining market share. The company's strategic inventory management, focus on U.S.-manufactured products, and unique sales events like Chick Days contribute to its stable revenue streams.
TSCO's first-quarter results show a 0.9% drop in comps. Management updates its 2025 outlook in response to increased uncertainty, including new tariffs.
Tractor Supply Company (NASDAQ:TSCO ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Mary Winn Pilkington - Senior Vice President-Investor Relations & Public Relations Hal Lawton - Chief Executive Officer Kurt Barton - Chief Financial Officer Robert Mills - Executive Vice President, Chief Technology, Digital & Corporate Strategy Officer Seth Estep - Chief Merchandising Officer Conference Call Participants Peter Benedict - Baird Josh Young - Truist Michael Lasser - UBS Chuck Grom - Gordon Haskett Research Advisors Steven Forbes - Guggenheim Seth Sigman - Barclays Karen Short - Melius Research Chuck Cerankosky - Northcoast Research Zach Fadem - Wells Fargo Peter Keith - Piper Sandler Operator Good morning, ladies and gentlemen, and welcome to Tractor Supply Company's Conference Call to discuss First Quarter 2025 results. At this time, all participants are in a listen-only mode.
![]() TSCO In 3 weeks Estimated | Quarterly | $0.23 Per Share |
![]() TSCO 2 months ago Paid | Quarterly | $0.23 Per Share |
![]() TSCO 5 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 8 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 11 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 23 Feb 2024 Paid | Quarterly | $0.22 Per Share |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
30 Jan 2025 Date | | 0.45 Cons. EPS | 0.44 EPS |
24 Oct 2024 Date | | 2.24 Cons. EPS | 2.24 EPS |
25 Jul 2024 Date | | 3.93 Cons. EPS | 3.93 EPS |
9 May 2024 Date | | 1.72 Cons. EPS | 1.83 EPS |
![]() TSCO In 3 weeks Estimated | Quarterly | $0.23 Per Share |
![]() TSCO 2 months ago Paid | Quarterly | $0.23 Per Share |
![]() TSCO 5 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 8 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 11 months ago Paid | Quarterly | $0.22 Per Share |
![]() TSCO 23 Feb 2024 Paid | Quarterly | $0.22 Per Share |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
30 Jan 2025 Date | | 0.45 Cons. EPS | 0.44 EPS |
24 Oct 2024 Date | | 2.24 Cons. EPS | 2.24 EPS |
25 Jul 2024 Date | | 3.93 Cons. EPS | 3.93 EPS |
9 May 2024 Date | | 1.72 Cons. EPS | 1.83 EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Mr. Harry A. Lawton III CEO | NASDAQ (NGS) Exchange | US8923561067 ISIN |
US Country | 50,000 Employees | 26 Feb 2025 Last Dividend | 20 Dec 2024 Last Split | 17 Feb 1994 IPO Date |
Tractor Supply Company is a leading retailer catering to the rural lifestyle in the United States. It specializes in a wide range of products designed to meet the needs of recreational farmers, ranchers, and others who enjoy a country way of life. Operating since 1938 with its headquarters located in Brentwood, Tennessee, Tractor Supply Company has grown to include not only its flagship stores but also Petsense by Tractor Supply, and Orscheln Farm and Home stores, along with e-commerce platforms TractorSupply.com and Petsense.com. This expansion highlights its commitment to providing accessible, high-quality goods to its customer base across various locations and online platforms.
Tractor Supply Company delivers these products under a series of recognized brand names, including 4health, Paws & Claws, American Farmworks, and many more, ensuring quality and reliability across all categories. This extensive product lineup is designed to meet the comprehensive needs of its niche market, emphasizing the company's role as a one-stop shop for the rural lifestyle.