Why Tractor Supply (TSCO) Stock Is Nosediving

What Happened?

Shares of rural goods retailer Tractor Supply (NASDAQ:TSCO) fell 5.9% in the morning session after he company reported weak first-quarter 2025 results, as both its full-year revenue and EPS guidance fell short of analysts' expectations. Comparable store sales declined 0.9%, with transaction volume rising 2.1% but average ticket size falling 2.9%, pointing to cautious consumer spending and pressure on higher-priced discretionary items. Management cited tariff uncertainty as a key factor in lowering the outlook. Overall, this was a weaker quarter.

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What The Market Is Telling Us

Tractor Supply’s shares are not very volatile and have only had 8 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

Tractor Supply is down 6.4% since the beginning of the year, and at $49.02 per share, it is trading 19.3% below its 52-week high of $60.75 from October 2024. Investors who bought $1,000 worth of Tractor Supply’s shares 5 years ago would now be looking at an investment worth $2,404.

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