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Tariffs Test Tractor Supply's Margins: Can Rural Strength Hold Up?

Key Takeaways Tractor Supply delivered 4.44BinQ2sales,up4.54.44B in Q2 sales, up 4.5% y/y, with comps rising 1.5%.The gross margin improved 31 bps to 36.9% on strong C.U.E. category performance.TSCO reaffirmed the 2025 outlook despite tariff and cost headwinds pressuring margins.Tractor Supply Company (TSCO) delivered a strong second-quarter 2025, underscoring the durability of its rural-focused model despite looming tariff pressures. The retailer reported record quarterly sales of 4.44 billion, up 4.5% year over year, and c ...