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With a market cap of $17.3 billion, Tractor Supply Company (TSCO) is a U.S.-based rural lifestyle retailer that sells products for farmers, ranchers, and rural homeowners. The company offers a wide range of merchandise, including livestock and equine feed, pet supplies, lawn and garden equipment, tools, hardware, and clothing.
Companies valued more than $10 billion are generally considered “large-cap” stocks, and Tractor Supply fits this criterion perfectly. It operates retail stores under the Tractor Supply Company, Petsense by Tractor Supply, and Orscheln Farm and Home brands, along with e-commerce websites. It primarily serves recreational farmers, ranchers, and rural lifestyle customers across the United States.
Shares of the Brentwood, Tennessee-based company have fallen 44.9% from its 52-week high of $60.85. Tractor Supply’s shares have risen nearly 8% over the past three months, outpacing the State Street SPDR S&P Retail ETF's (XRT) 2.8% dip over the same time frame.
TSCO stock is down 32.5% on a YTD basis, a steeper decline than XRT’s marginal decrease. In the longer term, shares of the retailer have declined 44.3% over the past 52 weeks, compared to XRT’s 1.3% decline over the same time frame.
The stock has been trading below its 200-day moving average since November 2025.
Tractor Supply has underperformed as weak consumer demand, particularly for big-ticket and discretionary items, has pressured comparable-store sales. Its companion animal business has continued to lag the broader business, while softness in seasonal categories and lower customer traffic have weighed on results.
In comparison, rival Williams-Sonoma, Inc. (WSM) has outpaced TSCO stock. WSM stock has gained 24% on a YTD basis and 12.5% over the past 52 weeks.
Despite the stock’s underperformance relative to its industry peers, analysts remain moderately optimistic on TSCO. The stock has a consensus rating of “Moderate Buy” from the 29 analysts in coverage, and the mean price target of $36.03 is a premium of 7.6% to current levels.
