Tractor Supply dropped the long-term targets we long called unrealistic; what the withdrawal means for the stock.

Parallels to Tractor Supply's 2016-17 sell-off, as its 'needs-based' categories look more discretionary than claimed.

Tractor Supply's initiatives keep missing their promised returns, yet the stock trades well above its old, steadier multiple.

Despite a 3Q25 pickup, it's still unclear whether Tractor Supply's initiatives can support its 3% to 5% comp target.

Tractor Supply's comp beat leaned on its new final mile delivery program; we're not yet buying the second-half comp step-up.