Yesterday, before market open, Tractor Supply reported Q1 2024 EPS of $1.83 vs. FactSet consensus $1.72. Please use the following link to access our thoughts on TSCO's Q1 print and conference call commentary, which is supplemented by findings from a round of diligence calls Antrim has conducted over recent weeks with TSCO formers.
Please use the following link to access our "Short Shrift" newsletter for Q4 of 2023, with updates on our research coverage.
Please use the following link to access our "Short Shrift" newsletter for Q3 of 2023, with updates on our research coverage.
Please use the following link to access updates on our coverage following Q1 earnings season, including our updated thoughts on SAIA, AOS, MLI, LII, TSCO, and CMI, as well as our rationale for passing on POOL after conducting a number of diligence calls on the name.
Please use the following link to access a copy of our initiation report on Tractor Supply Company (Nasdaq:TSCO), in which we express a skeptical outlook as a result of the company's decelerating sq. footage growth and reduced earnings power, post pandemic.
