Tractor Supply Outperforms Academy Sports in Revenue Resilience Amid Consumer Spending Weakness

Industry
โดย The Motley Fool·Read original
Summary · why it matters

Tractor Supply has demonstrated more resilient revenue performance than Academy Sports and Outdoors amid soft consumer spending and tariff headwinds. Tractor Supply's quarterly revenue ranged from $3.5 billion to $4.4 billion over the past two years, consistently higher than Academy Sports' range of $1.3 billion to $1.7 billion. Tractor Supply posted slightly higher revenue in its most recent quarter compared to two years ago, while Academy Sports reported a slight decline over the same period. Tractor Supply expects comparable store sales to increase 1% to 3% this year, while Academy Sports forecasts flat to 2% growth. Tractor Supply trades at a forward price-to-earnings multiple of about 14 times, compared to Academy Sports' 7 times.

Impact on stocks 2

Consumer Discretionary± Mixed · 2 stocks
Academy Sports Outdoors Inc
ASO
▼ NegativeDemandrelevance

Academy Sports reported a slight revenue decline over two years and forecasts flat to 2% comparable sales growth, indicating weaker consumer demand.

Tractor Supply Company
TSCO
▲ PositiveDemandrelevance

Tractor Supply posted higher revenue than two years ago and expects 1-3% comparable sales growth, showing resilient demand.