TSCO

TRACTOR SUPPLY CO

Ticker: TSCOConsumer DiscretionaryRetailS&P 500
HQ BRENTWOOD, TNCIK 916365FY end 12-28Book / share $5.00Shares 526M
Revenue (FY)
$15.52B+4.31%
TTM $15.75B
Op. margin
9.45%-0.41%
TTM 8.51%
Net income
$1.10B-0.47%
TTM $1.01B
Operating cash
$1.64B+15.09%
TTM $1.29B
Free cash flow
$740.49M+16.29%
TTM $306.98M
Return on equity
42.46%-6.04%
TTM 38.45%
Debt / equity
0.70-0.12%
TTM 0.84
Shares outstanding
532.2M-1.38%
TTM 526.4M

The business

Tractor Supply Company (NASDAQ: TSCO) operates as the largest rural lifestyle retailer in the United States through its website at TractorSupply.com. The company serves recreational farmers, ranchers, homesteaders, and consumers who embrace rural living by offering an extensive assortment of products tailored to their needs.

As of December 27, 2025, Tractor Supply operates 2,602 retail stores across 49 states, comprising 2,395 Tractor Supply locations and 207 Petsense by Tractor Supply stores. The company employs approximately 52,000 team members, split between full-time and part-time positions. Typical Tractor Supply stores range from 15,000 to 20,000 square feet of interior selling space plus additional outdoor garden center areas, while Petsense locations occupy approximately 5,500 square feet.

The company's product portfolio spans five major categories: Livestock, Equine & Agriculture representing 27 percent of net sales; Companion Animal at 24 percent; Seasonal & Recreation at 24 percent; Truck, Tool & Hardware at 15 percent; and Clothing, Gift & Décor at 10 percent. Tractor Supply sources merchandise from over 1,100 vendors, with approximately 425 core vendors accounting for 90 percent of purchases. The company maintains owned brands and exclusive product categories representing approximately 30 percent of total sales, including recognized trademarks such as Producer's Pride, American Farmworks, 4health, and Countyline.

The company operates a distribution network spanning approximately 7.8 million square feet across ten states, with approximately 81 percent of Tractor Supply store merchandise flowing through this network. Tractor Supply completed its acquisition of Allivet, an online pet pharmacy, in December 2024 for $135 million, expanding its digital pet healthcare capabilities.

The business model emphasizes omnichannel integration, offering customers buy online and pickup in-store, curbside pickup, delivery to store, and home delivery options. The Neighbor's Club loyalty program drives customer engagement and personalization. Tractor Supply pursues growth through new store openings, distribution network expansion, space productivity improvements, and digital capability enhancements while maintaining focus on the specialized rural lifestyle market niche.

Sector
Consumer Discretionary
Industry
Retail
HQ
BRENTWOOD, TN
FY end
12-28
CIK
916365
SIC
5200
Financial performance · annual
20132025
$-1.58B$3.15B$7.88B$12.60B$17.33B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds TRACTOR SUPPLY CO — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

672
funds hold it
0 of 35
superinvestors hold it
$6.96B
fund-held value
41.1%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$526.27M
American Mutual Fund
AMRMX
0.39%$449.01M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.03%$429.54M
American Funds Fundamental Investors
ANCFX
0.17%$305.07M
Investment Co of America
AIVSX
0.16%$298.44M

Bonds held by funds

Funds report holding 2 issues of TRACTOR SUPPLY CO's debt, $170.32M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.56%, maturing 20302033.

IssueCouponMaturesFundsFund-held
Tractor Supply Co5.250%2033-05-1564$88.12M
Tractor Supply Co1.750%2030-11-0156$82.19M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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