Latest news with #Neighbor'sClub
Yahoo
4 days ago
- Business
- Yahoo
Tractor Supply Co (TSCO) Q2 2025 Earnings Call Highlights: Record Sales and Strategic Growth ...
Net Sales: Increased by 4.5% to $4.44 billion, marking the largest sales quarter ever. Comparable Store Sales: Increased by 1.5%, driven by a 1% increase in transactions and a 0.5% increase in average ticket. Diluted EPS: Reported at $0.81. Gross Margin: Expanded by 31 basis points to 36.9%. SG&A Expenses: Increased by 51 basis points to 23.9% of sales. Operating Income: Grew 2.9% to $577.8 million. Net Income: Increased 1.1% to $430 million. Inventory: Merchandise inventories totaled $3.1 billion, a 1.5% increase in average inventory per store. Store Openings: Opened 24 new Tractor Supply stores and two Petsense by Tractor Supply stores; closed one Petsense store. Digital Sales: Grew at a mid-single-digit rate, with nearly 80% of digital orders fulfilled by stores. Neighbor's Club Membership: Reached a record 41 million members, accounting for over 80% of total sales. Final Mile Initiative: Expanded to cover about 15% of stores, with plans to reach 25% by year-end. Warning! GuruFocus has detected 4 Warning Signs with OHEL:RAP1V. Release Date: July 24, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Tractor Supply Co (NASDAQ:TSCO) delivered record results in the second quarter, with net sales growing by 4.5% and reaching $4.44 billion. The company saw exceptional customer engagement, achieving all-time highs in Neighbor's Club membership, customer satisfaction, and new customer growth. Tractor Supply Co (NASDAQ:TSCO) experienced comp transaction growth, a key indicator of its business health, and saw sequential comp sales improvement across the quarter. The company's Final Mile initiative is expanding, with early results exceeding expectations, and is seen as a significant growth driver. Tractor Supply Co (NASDAQ:TSCO) is optimistic about the second half of 2025, expecting a step change in comp performance supported by favorable lapping and strong consumer confidence in rural America. Negative Points The company faced softness in select discretionary categories, including pet hardlines, gun safes, and air compressors. Certain later-cycle spring businesses, such as chemicals, sprayers, and pressure washers, performed below expectations in the quarter. Tractor Supply Co (NASDAQ:TSCO) experienced a modest deleverage of fixed costs due to the level of comparable store sales. The company is facing added cost pressures from evolving tariffs, which are expected to impact the second half of the year. Tractor Supply Co (NASDAQ:TSCO) reduced its share repurchase guidance for the year, reflecting a more measured pace of repurchases due to capital allocation discipline. Q & A Highlights Q: How should we think about the second half in terms of traffic and ticket changes compared to the previous quarter? A: Kurt Barton, CFO, explained that they expect consistent transaction growth driven by consumable categories and Neighbor's Club members. They anticipate balanced growth between ticket and transactions, with stronger comp sales in the second half compared to the first half. Q: How are you thinking about seasonal drivers in the back half, and was there any pull forward in July due to tariff concerns? A: Harry Lawton, CEO, stated that they are optimistic about a step change in comp performance in the second half, driven by favorable lapping, strong momentum in July, and positive rural America trends. There was no pull forward from July into June. Q: Was weather a net headwind in the second quarter, and how does it affect the outlook for the back half? A: Harry Lawton noted that spring started late and extended beyond usual, benefiting seasonal categories. They expect higher comps in the back half, with continued strong performance in consumable categories. Q: Can you elaborate on the inflation expectations for the second half and its impact on pricing? A: Harry Lawton mentioned that they are planning for balanced ticket and transaction growth. They have good visibility into pricing for Q3 and flexibility for Q4, with expected inflationary benefits from tariffs and consumable categories. Q: How does the Final Mile initiative impact competition with larger players like Amazon and Walmart? A: Colin Yankee, Chief Supply Chain Officer, emphasized that their Final Mile initiative is tailored for rural delivery, leveraging their store locations, inventory, and supply chain. They focus on extending legendary service to customers' properties, differentiating from other delivery providers. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
21-04-2025
- Automotive
- Yahoo
Tractor Supply Launches New Tractor Supply Rx With Easy Ordering for Pet and Animal Pharmacy Needs
Rapidly integrates digital pharmacy business into Tractor Supply and Petsense by Tractor Supply stores Scales easy pharmacy experience to reach 38 million Neighbor's Club members BRENTWOOD, Tenn., April 21, 2025--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, announced today the launch of Tractor Supply Rx, the Company's convenient and low-cost pet and animal pharmacy offering. Customers can now shop for pet and animal medications, enroll in automatic delivery through the Autoship program and access expert pharmacy advice at Additionally, Neighbor's Club members earn points and rewards on prescription purchases for their pets and animals. "With three out of four of our 38 million Neighbor's Club members owning a pet or animal, we have continually sought ways to provide an easy, one-stop shopping destination for all of their needs," said Rob Mills, executive vice president, chief technology, digital and corporate strategy officer at Tractor Supply. "Through our swift integration of Allivet, we can scale this digital business into our stores to provide a compelling animal health offering wherever our customers choose to shop. We are now able to provide our pet customers with seamless, trusted access to the best value in medications and the expert guidance needed to help their pets and animals thrive—along with their favorite food, treats, toys and more. This is an exciting addition for our pet parents and with points and rewards available on Tractor Supply Rx purchases, it's just one more reason why it pays to be a Neighbor at Tractor Supply." Key Features and Benefits offers features designed to make ordering fast and easy. With a quick click or call, customers can request the needed medication and share their pet and veterinarian's details. Tractor Supply's expert pharmacists handle the rest, often shipping the medication the same day. With Autoship, there's no need to reorder. Customers can sign up to automatically receive medications, supplements and parasite preventatives for pets and animals while enjoying savings on every purchase. Tractor Supply Rx also provides a price-match guarantee to ensure customers get the best value on their prescription purchases. Tractor Supply previously partnered with Allivet to fulfill prescriptions through After acquiring Allivet in 2024, Tractor Supply now provides pet parents with convenient access to brand-name medications and expert pharmacy advice, as well as an extensive range of bedding, supplies, food, treats, equipment and more, directly from From pet wash stations, pet grooming at Petsense by Tractor Supply and veterinary care through our PetVet partnership, to our pet-friendly policy at our stores, Tractor Supply Rx further solidifies Tractor Supply as the destination for expert care for pets and animals Out Here. Tractor Supply Rx rewards and exclusive offers are another way Neighbor's Club members save more at Tractor Supply and Petsense by Tractor Supply. Sign up for the free loyalty program at your local Tractor Supply or Petsense by Tractor Supply store, online at or via the Tractor Supply App to start enjoying benefits and earning rewards. About Tractor Supply Company For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 293 on the Fortune 500. The Company's more than 50,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve. As part of the Company's commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, and Allivet, a leading online pet pharmacy, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer's doorstep, Tractor Supply is here to serve and support Life Out Here. As of December 28, 2024, the Company operated 2,296 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit and View source version on Contacts Mary Winn Pilkington (615) 440-4212corporatecommunications@ Sign in to access your portfolio
Business Wire
21-04-2025
- Business
- Business Wire
Tractor Supply Launches New Tractor Supply Rx With Easy Ordering for Pet and Animal Pharmacy Needs
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, announced today the launch of Tractor Supply Rx, the Company's convenient and low-cost pet and animal pharmacy offering. Customers can now shop for pet and animal medications, enroll in automatic delivery through the Autoship program and access expert pharmacy advice at Additionally, Neighbor's Club members earn points and rewards on prescription purchases for their pets and animals. 'With three out of four of our 38 million Neighbor's Club members owning a pet or animal, we have continually sought ways to provide an easy, one-stop shopping destination for all of their needs,' said Rob Mills, executive vice president, chief technology, digital and corporate strategy officer at Tractor Supply. 'Through our swift integration of Allivet, we can scale this digital business into our stores to provide a compelling animal health offering wherever our customers choose to shop. We are now able to provide our pet customers with seamless, trusted access to the best value in medications and the expert guidance needed to help their pets and animals thrive—along with their favorite food, treats, toys and more. This is an exciting addition for our pet parents and with points and rewards available on Tractor Supply Rx purchases, it's just one more reason why it pays to be a Neighbor at Tractor Supply.' Key Features and Benefits offers features designed to make ordering fast and easy. With a quick click or call, customers can request the needed medication and share their pet and veterinarian's details. Tractor Supply's expert pharmacists handle the rest, often shipping the medication the same day. With Autoship, there's no need to reorder. Customers can sign up to automatically receive medications, supplements and parasite preventatives for pets and animals while enjoying savings on every purchase. Tractor Supply Rx also provides a price-match guarantee to ensure customers get the best value on their prescription purchases. Tractor Supply previously partnered with Allivet to fulfill prescriptions through After acquiring Allivet in 2024, Tractor Supply now provides pet parents with convenient access to brand-name medications and expert pharmacy advice, as well as an extensive range of bedding, supplies, food, treats, equipment and more, directly from From pet wash stations, pet grooming at Petsense by Tractor Supply and veterinary care through our PetVet partnership, to our pet-friendly policy at our stores, Tractor Supply Rx further solidifies Tractor Supply as the destination for expert care for pets and animals Out Here. Tractor Supply Rx rewards and exclusive offers are another way Neighbor's Club members save more at Tractor Supply and Petsense by Tractor Supply. Sign up for the free loyalty program at your local Tractor Supply or Petsense by Tractor Supply store, online at or via the Tractor Supply App to start enjoying benefits and earning rewards. About Tractor Supply Company For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 293 on the Fortune 500. The Company's more than 50,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve. As part of the Company's commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, and Allivet, a leading online pet pharmacy, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer's doorstep, Tractor Supply is here to serve and support Life Out Here. As of December 28, 2024, the Company operated 2,296 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit and
Yahoo
02-04-2025
- Business
- Yahoo
Tractor Supply Is Ready to Get Growing With Spring Events Out Here
From Neighbor's Club Appreciation Day and Demo Days to spring savings, April brings multiple opportunities to gear up for the growing season ahead BRENTWOOD, Tenn., April 02, 2025--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, is kicking off the spring season with a fresh crop of special events all month long. "With spring finally arriving, Tractor Supply is humming with activity as customers are ready to get outside, dig into their projects, and enjoy Life Out Here," said Kimberley Gardiner, Chief Marketing Officer at Tractor Supply. "This year, we're making it even easier to start spring with special savings, exclusive events and all the essentials for you, your projects, your pets and your animals." Neighbor's Club Appreciation Day Neighbor's Club is our way of thanking members for their continued loyalty to the Tractor Supply family, and on Saturday, April 5, we are showing our appreciation with extra rewards all day long. On Neighbor's Club Appreciation Day, Neighbor's Club members will receive 2x points while stocking up on all of their spring essentials, even on multiple purchases. That means Neighbors with a TSC Credit Card will earn 10% in rewards, Hometown Heroes and Preferred Plus Neighbors will earn 4% back, Preferred Neighbors will earn 3% back and Neighbors will earn 2% back. Neighbor's Club Appreciation Day is just one more way our Neighbor's Club members save more all year long. Sign up at your local Tractor Supply or Petsense by Tractor Supply store, online at or via the Tractor Supply App to start enjoying benefits and earning rewards. Spring Savings From April 14-21, customers looking to stock up on spring supplies at Tractor Supply can enjoy special offers on a variety of items, including all furniture and décor, coops and spring Ridgecut apparel for men and women. For those ready to get growing, customers can find savings on gardening favorites such as: DLF Grass Seed Varieties GroundWork Soil Varieties Scotts ColorStay Mulch Varieties DeGroot Fruits, Vegetables and Plants Countyline Farm Gates and Corral Panels Additionally, Tractor Supply's 617 garden centers are fully stocked with ready-to-plant flowers, vegetables, fruit trees, bushes and more, as well as a large variety of seeds for planting. Tractor Supply also offers a full assortment of items perfect for spring celebrations and gifts. From indoor and outdoor Easter décor to Chick Days apparel, planters, birdwatching essentials and rabbit hutches, Tractor Supply is a one-stop spring shopping destination. Chick Days Keep on Chirping For those still looking to start or grow their flock, Chick Days continues at Tractor Supply stores nationwide. Customers can find live baby chicks as well as other live poultry including ducklings, goslings and turkeys along with all the tools and equipment for those ready to raise their own birds. Tractor Supply Team Members have insight and guidance on everything from proper handling and the importance of hygiene to the best starter kits, feed, bedding, heat bulbs and lamps, coops and more. Easter Hours To ensure our customers can find everything they need for the spring season Out Here, Tractor Supply stores nationwide will be open on Sunday, April 20 from 9 a.m. to 6 p.m. Demo Days With spring being an ideal time to invest in new lawn equipment, Tractor Supply will once again host Demo Days to enable customers to try before they buy. On April 26 and 27, from 10 a.m. to 4 p.m., customers can test drive zero turn and front engine riding lawn mowers at their local Tractor Supply store before making a purchase. For more information on store hours, spring savings and seasonal products, visit About Tractor Supply Company For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 293 on the Fortune 500. The Company's more than 50,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve. As part of the Company's commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, and Allivet, a leading online pet pharmacy, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer's doorstep, Tractor Supply is here to serve and support Life Out Here. As of December 28, 2024, the Company operated 2,296 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit and View source version on Contacts Mary Winn Pilkington (615) 440-4212corporatecommunications@
Yahoo
28-03-2025
- Business
- Yahoo
Tractor Supply (NasdaqGS:TSCO) Proposes Bylaw Changes; Share Price Moves 4%
Tractor Supply proposed amendments to its certificate of incorporation aimed at improving officer protections and aligning with Delaware law, sparking interest ahead of the May 15 stockholders' meeting. During the same week, despite broader market pressures including 1% drops in major indexes like the S&P 500 due to high inflation readings and weak consumer sentiment, Tractor Supply's share price increased by 4%, suggesting market confidence in its governance reforms. This gain contrasts with sector declines, possibly highlighting investor optimism tied to the forthcoming changes and the company's resilience amid volatile market conditions. We've discovered 2 warning signs for Tractor Supply that you should be aware of before investing here. Uncover the next big thing with financially sound penny stocks that balance risk and reward. Tractor Supply has significantly rewarded its shareholders with a total return of 247.87% over the past 5 years. This performance reflects strategic expansions and strong customer engagement initiatives, such as the Life Out Here strategy and the expansion of the Neighbor's Club. The inclusion of products like Weber grilling items in stores has also appealed to a broader customer base, strengthening revenue streams. Notably, the company's buyback plans increased share repurchases, enhancing shareholder value. In the past year, however, Tractor Supply has underperformed the US market, which returned 8.5%, though it exceeded the US Specialty Retail industry's 1.5% decline. Despite slower growth predictions, the company has continued investing in infrastructure, with a new distribution center in Nampa, Idaho, aimed at enhancing operational efficiency. These growth and investment initiatives, alongside consistent dividend increases, underscore the company's commitment to shareholder returns beyond the immediate market dynamics. Review our historical performance report to gain insights into Tractor Supply's track record. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:TSCO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
