Tractor Supply Co at Robert W Baird Global Consumer, Technology & Services Conference Transcript
I'm Peter Benedict, Senior Retail, Consumer Products and Services analyst at Baird. I want to be the first to welcome you all to the 2026 Consumer, Technology & Services Conference.
Really pleased to be kicking things off here with Tractor Supply, leading rural lifestyle retailer in the US. A little more than 2,300 stores currently. They also have 200 or so Petsense locations. Their sales are expected to exceed around $15 billion this year. And the stock carries a market cap of just under $17 billion.
With us today, we have CEO, Hal Lawton; CFO, Kurt Barton; and of course, Mary Pilkington, who heads up the IR effort, she's here as well.
I think the guys are going to have some prepared remarks, then we'll do some Q&A. If you have a question, we can try to weave it in, just email [email protected], I'll do my best. And there will be a breakout session afterwards if you have questions that haven't been addressed.
So with that, I'll turn it over to Hal.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
