Tractor Supply vs Formula One
Tractor Supply Company and Formula One are examined side by side to clarify how their business models, financial performance, and market context differ. The page presents objective, accessible information about each organisation and how it positions itself in its industry. Educational content, not financial advice.
Tractor Supply Company and Formula One are examined side by side to clarify how their business models, financial performance, and market context differ. The page presents objective, accessible informa...
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.
Bernstein upgrades FWONK to Outperform amid F1's promising 2026 growth catalysts.
- Bernstein lifted rating to Outperform with $111 target, citing $30M in third-party race promotion growth, Apple-backed media rights for 8% annual expansion, and Las Vegas Grand Prix profitability rebound.
- Rep. August Pfluger disclosed buying $1K-$15K of FWONK shares on Dec. 16 (filed Jan. 20), signaling congressional confidence despite recent 8% weekly drop.
- Liberty Media set Q4 2025 earnings call for Feb. 26, heightening focus on F1's revenue momentum after Q3's revenue beat offset by EPS miss.
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.
Bernstein upgrades FWONK to Outperform amid F1's promising 2026 growth catalysts.
- Bernstein lifted rating to Outperform with $111 target, citing $30M in third-party race promotion growth, Apple-backed media rights for 8% annual expansion, and Las Vegas Grand Prix profitability rebound.
- Rep. August Pfluger disclosed buying $1K-$15K of FWONK shares on Dec. 16 (filed Jan. 20), signaling congressional confidence despite recent 8% weekly drop.
- Liberty Media set Q4 2025 earnings call for Feb. 26, heightening focus on F1's revenue momentum after Q3's revenue beat offset by EPS miss.
Investment Analysis
Tractor Supply
TSCO
Pros
- Tractor Supply has delivered consistent revenue growth, with net sales rising 7.2% in the third quarter of 2025 compared to the prior year.
- The company maintains strong profitability, evidenced by a high return on equity and solid operating income growth in recent quarters.
- Tractor Supply continues to expand its store footprint and return capital to shareholders through dividends and share buybacks.
Considerations
- The company's valuation metrics are elevated relative to peers, with a high price-to-earnings ratio and premium price-to-sales multiple.
- Tractor Supply's business is exposed to rural consumer spending, which can be sensitive to economic downturns and commodity price swings.
- Inventory turnover and liquidity ratios are weaker than some competitors, suggesting potential working capital management challenges.
Formula One
FWONK
Pros
- Formula One benefits from a global brand and rapidly growing international audience, driving strong media rights and sponsorship revenue.
- The sport has implemented cost controls and revenue-sharing mechanisms that support long-term financial stability for teams and stakeholders.
- Liberty Media's ownership has invested in digital transformation and new markets, expanding Formula One's commercial reach and fan engagement.
Considerations
- Formula One's financial performance is highly dependent on event hosting, making it vulnerable to disruptions from geopolitical or health-related issues.
- The business faces ongoing regulatory and governance risks due to its complex ownership structure and reliance on international operations.
- High capital expenditure requirements for race organisation and technology upgrades can pressure profitability and cash flow.
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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.
Formula One (FWONK) Next Earnings Date
Liberty Media Corporation (FWONK) will release its next earnings report for the fourth quarter of 2025 on Thursday, February 26, 2026, prior to market open, followed by a conference call at 10:00 a.m. ET. This date is confirmed by the company's official announcement. The report will cover financial performance across its media, sports, and entertainment assets, including Formula 1 and MotoGP.
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.
Formula One (FWONK) Next Earnings Date
Liberty Media Corporation (FWONK) will release its next earnings report for the fourth quarter of 2025 on Thursday, February 26, 2026, prior to market open, followed by a conference call at 10:00 a.m. ET. This date is confirmed by the company's official announcement. The report will cover financial performance across its media, sports, and entertainment assets, including Formula 1 and MotoGP.
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Explore BasketWhich Baskets Do They Appear In?
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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
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Explore BasketBuy TSCO or FWONK in Nemo
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