Tractor Supply vs Expedia
Tractor Supply Company and Expedia Inc. This page compares their business models, financial performance, and market context in a neutral, accessible way. It presents comparisons of strategy, operations, and positioning to help readers understand each company within the sector. Educational content, not financial advice.
Tractor Supply Company and Expedia Inc. This page compares their business models, financial performance, and market context in a neutral, accessible way. It presents comparisons of strategy, operation...
Why It's Moving
Tractor Supply Hits Expansion Milestone as Q4 Earnings Loom with Bullish Expectations.
- Grand opening of the 2,400th store highlights aggressive expansion plans, targeting 100 new locations in 2026 to tap rural and suburban markets.
- Q4 revenue projected at $4.04B, up 7% year-over-year, fueled by strong consumable categories and loyalty-driven transactions.
- EPS expected to rise 6.8% to 47 cents, bolstered by winter weather demand for heating products and operational efficiencies.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
Tractor Supply Hits Expansion Milestone as Q4 Earnings Loom with Bullish Expectations.
- Grand opening of the 2,400th store highlights aggressive expansion plans, targeting 100 new locations in 2026 to tap rural and suburban markets.
- Q4 revenue projected at $4.04B, up 7% year-over-year, fueled by strong consumable categories and loyalty-driven transactions.
- EPS expected to rise 6.8% to 47 cents, bolstered by winter weather demand for heating products and operational efficiencies.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
Investment Analysis
Tractor Supply
TSCO
Pros
- Tractor Supply Company is expected to achieve about 10% average annual EPS growth over the next decade, consistent with its internal guidance.
- The company has strong profitability metrics, including a high return on equity of around 46% and a return on invested capital of 14.55%.
- Tractor Supply operates a diversified product portfolio and multiple retail brands serving rural lifestyle customers, supporting stable revenue growth.
Considerations
- Shares trade at a relatively high valuation with a price/earnings ratio around 28.8 and price/book of nearly 13, which may limit upside.
- The company's quick ratio is low at 0.09, indicating limited short-term liquidity compared to peers.
- Dividend yield has weakened, with a recent 1-year decline in dividend growth near 79%, suggesting a less reliable income stream.
Expedia
EXPE
Pros
- Expedia has a strong market position as a leading online travel platform benefiting from growing global travel demand post-pandemic.
- The company boasts a very high return on equity of approximately 93%, indicating efficient capital use.
- There are growth opportunities from expanding offerings and recovery in leisure and business travel sectors worldwide.
Considerations
- Expedia's business is highly cyclical and exposed to macroeconomic and geopolitical risks that can impact travel bookings.
- High competition in the online travel industry puts pressure on pricing, margins, and customer acquisition costs.
- Operational execution risks remain due to ongoing investment needs in technology and integration of acquired businesses.
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Tractor Supply (TSCO) Next Earnings Date
Tractor Supply Company (TSCO) is scheduled to report its next earnings on January 29, 2026, before market open. This release will cover the fourth quarter and full fiscal year 2025. Investors should note this timing aligns with the company's official investor relations guidance ahead of the current date.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
Tractor Supply (TSCO) Next Earnings Date
Tractor Supply Company (TSCO) is scheduled to report its next earnings on January 29, 2026, before market open. This release will cover the fourth quarter and full fiscal year 2025. Investors should note this timing aligns with the company's official investor relations guidance ahead of the current date.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
Which Baskets Do They Appear In?
Fortress America: Insulated From Trade Wars
Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.
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Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
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Explore BasketWhich Baskets Do They Appear In?
Fortress America: Insulated From Trade Wars
Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.
Published: July 25, 2025
Explore BasketThe Protectionist Pivot
A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.
Published: July 2, 2025
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