Tractor Supply vs Fox
Tractor Supply and Fox Corporation (Class B) are presented here to compare their business models, financial performance, and market context. This page highlights strategy, revenue drivers, and competitive positioning in a clear, neutral way, helping readers understand how the two organisations operate within their sectors. Educational content, not financial advice.
Tractor Supply and Fox Corporation (Class B) are presented here to compare their business models, financial performance, and market context. This page highlights strategy, revenue drivers, and competi...
Why It's Moving
Tractor Supply's Q3 Earnings Beat Sparks Optimism Amid Holiday Push and Steady Guidance
- Q3 net sales hit $3.72B, up 7.2% year-over-year with comparable store sales rising 3.9%, highlighting robust customer traffic and operating leverage.[1][7]
- EPS of $0.49 topped consensus by a penny while gross margins expanded to 37.4%, signaling cost discipline amid expansion to 29 new stores.[1][2]
- Broker upgrades and higher targets followed the print, offsetting early guidance jitters, as the company ramps up holiday deals like 50% off select items through December 24.[2][5]
FOX Class B shares surge to 52-week high amid robust advertising momentum and analyst upgrades.
- FOX reached a 52-week high of $61.23 on December 5, reflecting 2.4% gains in the past month and outpacing its sector amid strong market confidence.
- Q1 earnings crushed estimates with $1.51 EPS (vs. $1.06 expected) and $3.74B revenue (up 5% YoY), driven by 6% advertising revenue growth despite cable news headwinds.
- Analysts like CFRA and UBS hiked price targets to $73 and $76 respectively, citing a booming ad market and 3% distribution gains signaling sustained profitability.
Tractor Supply's Q3 Earnings Beat Sparks Optimism Amid Holiday Push and Steady Guidance
- Q3 net sales hit $3.72B, up 7.2% year-over-year with comparable store sales rising 3.9%, highlighting robust customer traffic and operating leverage.[1][7]
- EPS of $0.49 topped consensus by a penny while gross margins expanded to 37.4%, signaling cost discipline amid expansion to 29 new stores.[1][2]
- Broker upgrades and higher targets followed the print, offsetting early guidance jitters, as the company ramps up holiday deals like 50% off select items through December 24.[2][5]
FOX Class B shares surge to 52-week high amid robust advertising momentum and analyst upgrades.
- FOX reached a 52-week high of $61.23 on December 5, reflecting 2.4% gains in the past month and outpacing its sector amid strong market confidence.
- Q1 earnings crushed estimates with $1.51 EPS (vs. $1.06 expected) and $3.74B revenue (up 5% YoY), driven by 6% advertising revenue growth despite cable news headwinds.
- Analysts like CFRA and UBS hiked price targets to $73 and $76 respectively, citing a booming ad market and 3% distribution gains signaling sustained profitability.
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.
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
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
Explore BasketInvestment Analysis
Tractor Supply
TSCO
Pros
- Tractor Supply has demonstrated consistent revenue growth, with Q3 2025 net sales hitting a record $3.72 billion, up 7.2% year-over-year.
- The company maintains a strong return on equity at approximately 47%, indicating efficient profit generation from shareholder capital.
- It benefits from a broad product assortment and diverse brands serving recreational farmers, ranchers, and small businesses across the U.S.
Considerations
- The stock currently trades with a relatively high price-to-earnings ratio near 26-29, suggesting it may be valued richly compared to peers.
- Recent analyst sentiment shows bearish trends with volatility and price stagnation around the mid-$50 range despite strong fundamentals.
- Tractor Supply’s quick ratio is low (around 0.09), which may indicate limited short-term liquidity buffering capacity.
Fox
FOX
Pros
- Fox Corporation benefits from strong brand recognition and a diversified media portfolio including broadcast, cable, and sports networks.
- The company maintains steady cash flow supported by advertising revenue and rights fees from popular sports programming.
- Fox’s strategic focus on expanding digital streaming platforms offers potential for growth in ad sales and subscriber revenue.
Considerations
- Fox Corporation faces increasing competitive pressure from streaming rivals impacting traditional advertising revenue.
- Regulatory scrutiny and changing media consumption patterns pose ongoing risks to its linear TV business model.
- The company’s stock performance is sensitive to macroeconomic factors like advertising budgets and sports event disruptions.
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