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TSCO: Expanding Outdoor Offerings And Rising Margins Will Drive Future Upside

Update shared on 22 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
-9.0%
7D
-3.9%

Analysts have maintained their price target for Tractor Supply at $63.52, with only marginal adjustments to key assumptions such as discount rate, revenue growth, and future profit margin. This reflects continued confidence in the company's outlook.

What's in the News

  • Cree LED has filed a patent infringement lawsuit against Tractor Supply and Promier Products, alleging unauthorized sale of portable lighting products covered by multiple patents. (Key Developments)
  • Tractor Supply launched an expanded Field & Stream product collection. The collection now features a full lineup of hunting gear, pet products, and outdoor apparel available both in stores and online. (Key Developments)
  • The company completed a stock buyback tranche, repurchasing 1,270,392 shares for $75.9 million between June 29 and September 27, 2025. (Key Developments)
  • Tractor Supply raised its earnings guidance for fiscal 2025, now expecting net sales growth of 4.6% to 5.6% with higher comparable store sales. (Key Developments)
  • The company provided new earnings guidance for the fourth quarter of 2025, anticipating comparable store sales growth of 1% to 5%. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $63.52.
  • Discount Rate has risen slightly from 8.65% to 8.69%.
  • Revenue Growth projection has decreased marginally from 7.22% to 7.21%.
  • Net Profit Margin is up slightly, increasing from 7.63% to 7.63%.
  • Future P/E has increased moderately from 29.02x to 29.22x.

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Disclaimer

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