Rural goods retailer Tractor Supply (NASDAQ:TSCO) will be reporting results this Thursday morning. Here’s what to look for.
Tractor Supply beat analysts’ revenue expectations by 0.9% last quarter, reporting revenues of $4.44 billion, up 4.5% year on year. It was a satisfactory quarter for the company, with a narrow beat of analysts’ revenue estimates.
Is Tractor Supply a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Tractor Supply’s revenue to grow 7.1% year on year to $3.71 billion, improving from the 1.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.48 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Tractor Supply has missed Wall Street’s revenue estimates six times over the last two years.
Looking at Tractor Supply’s peers in the consumer retail segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Genuine Parts delivered year-on-year revenue growth of 4.9%, beating analysts’ expectations by 2.2%, and Costco reported revenues up 8.1%, in line with consensus estimates. Costco traded down 2.9% following the results.
Read our full analysis of Genuine Parts’s results here and Costco’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the consumer retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.3% on average over the last month. Tractor Supply is down 6.2% during the same time and is heading into earnings with an average analyst price target of $62.41 (compared to the current share price of $54.55).
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