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    Will TSCO’s Exclusive SmartEquine Deal Reshape Its Edge in the Competitive Equine Wellness Market?

    Simply Wall St·08/07/2025 13:33:57
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    • In late July 2025, Tractor Supply Company announced it would become the exclusive national retailer for SmartEquine's SmartPaks daily supplement packs, making these scientifically-formulated equine health products available in stores and online nationwide while expanding its equine wellness offerings.
    • This partnership gives Tractor Supply a differentiated product in the competitive animal wellness market, enhancing its appeal to a key customer segment and cementing its focus on innovation within equine care.
    • We'll now examine how the addition of SmartEquine supplements could influence Tractor Supply's overall investment narrative and longer-term growth prospects.

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    Tractor Supply Investment Narrative Recap

    To own Tractor Supply stock, you need to believe in its ability to drive steady revenue growth through customer loyalty, product innovation, and rural market leadership. The new SmartEquine partnership adds a compelling exclusive product but does not materially shift the short-term catalyst, which remains transaction and unit growth in consumable and animal wellness categories; the biggest risk continues to be softer consumer spending and declines in comparable store sales. The SmartEquine launch further solidifies Tractor Supply’s position in equine wellness, yet investors will still be watching closely for signs of sales recovery amid category and seasonal pressures.

    Read the full narrative on Tractor Supply (it's free!)

    Tractor Supply's narrative projects $18.7 billion in revenue and $1.4 billion in earnings by 2028. This requires 7.3% yearly revenue growth and a $0.3 billion earnings increase from the current $1.1 billion.

    Uncover how Tractor Supply's forecasts yield a $62.41 fair value, a 4% upside to its current price.

    Exploring Other Perspectives

    TSCO Community Fair Values as at Aug 2025
    TSCO Community Fair Values as at Aug 2025

    Three fair value estimates from the Simply Wall St Community set a wide range between US$36.54 and US$62.41 per share. While many see opportunity in Tractor Supply’s efforts to boost repeat traffic through exclusive partnerships, a persistent risk is the ongoing uncertainty around comparable store sales trends that every investor should...

    Explore 3 other fair value estimates on Tractor Supply - why the stock might be worth as much as $62.41!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.