Tractor Supply Company

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Insight Report | September 24, 2020 Premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.

Event Coverage | August 13, 2020

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Open for Business with Glen Allison, Tractor Supply Company: Pivoting To Meet Consumer Demand in the New Retail Landscape

Coresight Research hosted a webinar with Glenn Allison, VP Information Technology at Tractor Supply Company, to discuss how Tractor Supply pivoted quickly during the pandemic and expanded its reach as an essential retailer. We present key insights from our conversation across three key topics: flexibility, supporting the workforce and leveraging technology.

Store Tracker | July 31, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 31: Ascena Retail Set To Shut More than 1,000 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Neiman Marcus and Tailored Brands in the US, and Ben Sherman and Oak Furnitureland in the UK.

Deep Dive | July 8, 2020 Premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

Insight Report | July 2, 2020 Premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

Market Outlook | June 11, 2020 Premium

US Home and Home-Improvement Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic

Store Tracker | May 1, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap Inc. and JCPenney in the US and Animal, Debenhams and John Lewis in the UK.

Deep Dive | April 2, 2020 Premium

4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Store Tracker | February 7, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 6: Macy’s To Close Stores; Sephora Plans Store Expansion

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Macy’s and Sephora in the US and Hawkin’s Bazaar in the UK.

Store Tracker | January 16, 2020 Premium

Reviewing 2019 US and UK Store Closures

We review store closures and openings in the US and UK for the full-year 2019. We break down the numbers by sector and analyze the key retailers that significantly contributed to total openings and closures over the course of the year.

Event Coverage | January 13, 2020

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NRF 2020 Day 1 Insights: The Digital Economy Is Here

Insights from day 1 of the NRF 2020 Retail’s Big Show in New York include the value of increasing technology intensity, the changing nature of retail jobs and increasing connectedness. Today’s consumers have more choice than ever before, and that choice is enabled by the rapid rise of digital technologies.

Deep Dive | December 17, 2019 Premium

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

Deep Dive | October 22, 2019 Premium

How Loyalty Programs Help Retailers To Retain Customers and Drive Growth

Well-designed loyalty programs offer retailers the opportunity to gain a larger share of wallet and increase customer retention. In this report, we examine best practices for implementing loyalty programs and how retailers can leverage consumer data to drive growth, as well as emerging trends in this field.

Company Earnings Update | July 29, 2019

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Tractor Supply Company (NASDAQ: TSCO) 2Q19 Results: Comps Beat Consensus Estimates, Revenues in Line; Guidance Raised

Tractor Supply reported 2Q19 EPS of $1.80, up 6.5% but marginally missing the $1.81 consensus estimate recorded by StreetAccount. Revenues were $2.35 billion, up 6.3% and in line with the consensus estimate.