2024-05-24 16:48:37 ET
Summary
- Tractor Supply Company has seen a 42% return since October 2023, benefiting from the rural lifestyle market and increased demand during the pandemic.
- The company's strategic initiatives, such as the Neighbor's Club loyalty program and advancements in supply chain management, contribute to its customer satisfaction and future growth.
- TSCO's real estate strategy, including sale-leaseback deals, has helped protect its balance sheet and provide working capital for investments.
Introduction
It's time to talk about a fascinating American retailer.
This "rural Home Depot" hit a home run when people increasingly left major cities after the pandemic.
That company is Tractor Supply Company ( TSCO ) , which has returned 42% since I turned bullish on October 13, 2023....
Read the full article on Seeking Alpha
For further details see:
The Tractor Supply Company + Real Estate Combo: A Recipe For Superior Returns