Yum! Brands vs Tractor Supply

This page compares Yum! Brands, Inc. and Tractor Supply Company, examining their business models, financial performance, and market context in a neutral, accessible way. It highlights how each company operates within its sector, without advocacy or forecasts, to help readers understand the similarities and differences. Educational content, not financial advice.

This page compares Yum! Brands, Inc. and Tractor Supply Company, examining their business models, financial performance, and market context in a neutral, accessible way. It highlights how each company...

Comparison Snapshot

Key Financial Metrics

YUM

Metric

TSCO

$42.43B

Market Cap

$29.36B

7.65%

Potential Profit

10.88%

Buy

Analyst Rating

Buy

Why It's Moving

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Q3 performance handily beat expectations, sparking upgrades like Evercore ISI to 'Outperform' with a $180 target and Citigroup lifting to $170.
KFC launched weekly Sunday digital deals on January 14 to reclaim weekend traffic and boost comfort-food cravings without the guilt.
Consensus leans 'Moderate Buy' with an average $169.70 target, signaling potential upside as the stock sits above key moving averages.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Q3 performance handily beat expectations, sparking upgrades like Evercore ISI to 'Outperform' with a $180 target and Citigroup lifting to $170.
KFC launched weekly Sunday digital deals on January 14 to reclaim weekend traffic and boost comfort-food cravings without the guilt.
Consensus leans 'Moderate Buy' with an average $169.70 target, signaling potential upside as the stock sits above key moving averages.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Investment Analysis

Yum! Brands

YUM

Pros

Yum! Brands reported a 15% year-over-year increase in earnings per share in Q3 2025, surpassing analyst expectations.
Digital sales reached $10 billion with a 60% digital mix, showing strong growth in technology integration and customer convenience.
KFC and Taco Bell continue driving significant profit growth, accounting for approximately 90% of divisional operating profit.

Considerations

Revenue slightly missed market forecasts despite EPS growth, indicating potential top-line growth challenges.
Pizza Hut brand is under strategic review, which could introduce uncertainty around potential sale or restructuring.
The stock's current price is close to its 52-week high, possibly limiting near-term upside according to some analyst price targets.

Tractor Supply

TSCO

Pros

Tractor Supply has a solid niche focus serving rural lifestyle needs, which tends to be less cyclical compared to general retail.
The company shows consistent revenue growth supported by expanding product offerings and store footprint expansions.
Strong customer loyalty and service orientation enhance competitive positioning in the agricultural supply industry.

Considerations

Exposure to commodity price fluctuations and farming sector health creates some earnings volatility risks.
Rural demographic trends limit rapid scale expansion prospects compared to urban-focused retailers.
Rising operational costs and supply chain challenges could pressure margins amid inflationary environments.

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