Latest news with #spring
Yahoo
5 hours ago
- Business
- Yahoo
5 Revealing Analyst Questions From Tractor Supply's Q1 Earnings Call
Tractor Supply's first quarter 2025 performance was shaped by delayed spring weather and persistent pressure in big-ticket seasonal categories. Management pointed to robust customer transactions and growth in consumable, usable, and edible categories, but noted that adverse weather conditions, especially in southern markets, held back overall sales. CEO Hal Lawton described the quarter as 'softer than expected,' citing the three-week delay in spring's arrival as a major headwind, with strong winter goods offset by weaker demand for spring merchandise. Is now the time to buy TSCO? Find out in our full research report (it's free). Revenue: $3.47 billion vs analyst estimates of $3.53 billion (2.1% year-on-year growth, 1.9% miss) EPS (GAAP): $0.34 vs analyst expectations of $0.37 (9.1% miss) Adjusted EBITDA: $369.2 million vs analyst estimates of $386.1 million (10.6% margin, 4.4% miss) EPS (GAAP) guidance for the full year is $2.00 at the midpoint, missing analyst estimates by 7.5% Operating Margin: 7.2%, in line with the same quarter last year Locations: 2,517 at quarter end, up from 2,435 in the same quarter last year Same-Store Sales were flat year on year (1.1% in the same quarter last year) Market Capitalization: $27.59 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Peter Benedict (Baird) asked for clarification on the tariff assumptions embedded in near-term guidance. CEO Hal Lawton explained that Q2 guidance assumes current tariff rates remain in place and that the team is monitoring developments to adjust as needed. Bharat Rao (JPMorgan) inquired about expectations for big-ticket category improvement and the rationale behind the full-year sales range. Lawton noted that guidance assumes no significant rebound in big-ticket sales and that core needs-based categories are expected to sustain growth. Josh Young (Truist) questioned the scope and timing of vendor price increases and Tractor Supply's willingness to pass through costs. Lawton confirmed that the company has not yet taken price increases, citing ongoing uncertainty, but expects discussions to intensify in coming months. Michael Lasser (UBS) requested clarity on the relationship between tariff exposure and the company's sales and inflation assumptions in the second half. Lawton and CFO Kurt Barton explained that cost increases from tariffs incurred in Q2 will likely impact pricing and margins in the back half of the year. Steven Forbes (Guggenheim) asked about the integration and margin outlook for Tractor Supply Pet Rx. Chief Technology, Digital, and Strategy Officer Rob Mills reported strong early customer adoption and a focus on seamless digital and in-store integration, with further progress expected in coming quarters. In future quarters, the StockStory team will be watching (1) how effectively Tractor Supply manages tariff-related cost increases and potential pricing actions, (2) whether transaction growth and market share gains in needs-based categories continue to offset softness in discretionary big-ticket items, and (3) the pace of adoption and margin contribution from Tractor Supply Pet Rx and other new strategic initiatives. Execution on these priorities will be critical to navigating ongoing macroeconomic uncertainty. Tractor Supply currently trades at $52.48, up from $50.67 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
CBC
19 hours ago
- Climate
- CBC
Riley Laychuk's Manitoba forecast for Friday, June 20, 2025
A mix of sun and clouds for the final day of spring across southern Manitoba, with temperatures close to 30 C in some locations. There is rain in the forecast for the weekend.
New York Times
20 hours ago
- Health
- New York Times
Holy Water Couldn't Save My Husband. MAHA Wouldn't Have Either.
On a sunny spring morning in 2006, while my husband, Mike, was showering, I secretly sprinkled his bath towel with holy water I had gotten from a friend who had used holy water from the same source on her husband. Her husband went on to survive his cancer, so I happily accepted the plastic container filled with water from a sacred site in Europe. It couldn't hurt, right? Watching Mike dry himself off, I tapped into my childhood Catholicism and faith in a benevolent God as I pictured the magic water covering him with a protective layer. I never told Mike I did this. And I still feel guilty that I did. Neither of us went to church; we were agnostics. He would have been very annoyed. He didn't believe in magic. But we were six months into multiple brain surgeries and complications stemming from what was described to us as a benign tumor that had nonetheless taken over his midbrain. Thanks to hours on the internet, I had tried to Nancy Drew my way to the cause of his tumor, which devolved into my dabbling in conspiracy theories, and now I was out of options. That was the last morning Mike would ever shower in our home. It was the last time he would see our 1-year-old boy wake up in his crib. When Mike received his craniopharyngioma diagnosis in October 2005, he was given a 95 percent survival rate at five years out, but he was dead nine months later. He spent many of those months hospitalized, undergoing radiation therapy, blind, with no short-term memory and unable to care for himself, enduring over a dozen brain surgeries and other procedures. I watched the disappearance of light from his eyes as this once brilliantly funny man looked up at me from his hospital bed each morning, kind but emotionally flat, unsure if I was arriving for the first time that day or if I was just returning from the bathroom. I have a picture in a small album that shows Mike in the hospital holding our son, looking down at him quizzically but unaffected, as though the baby were a strange rock or a loaf of bread. The doctors surely tired of my asking, 'When will he be back to normal?' and 'When will this be over?' There is nothing quite like feeling you have no agency to affect your circumstances. Up until then, my efficacy had always paid off. I got all A's, was editor of my public high school newspaper and landed a free ride to an Ivy League school for my Ph.D. Lots of agency. But I could not outorganize, outresearch, outcharm or outwork a tumor. So I turned to magic. It wasn't just the holy water. I started keeping a little heart-shaped healing stone in my pocket for luck and brought him fresh berries from home each day. I read about the anti-inflammatory properties of berries online, so I fed them to Mike and pictured the berries shrinking the golf-ball-size tumor in the middle of his head. I started praying again for the first time since middle school. You find yourself bargaining in those moments. 'I'll never ask for anything again if you just get Mike better.' Well, he didn't. So I guess I can keep asking God for things. Want all of The Times? Subscribe.
CTV News
2 days ago
- Climate
- CTV News
Showers and humid weather for the final full day of spring in Ottawa
Westboro Beach along the Ottawa River in Ottawa's west end. (Maddison De Varennes/CTV News Ottawa) It will be a humid and rainy final full day of spring in Ottawa, with temperatures set to warm up to the low 30 C range next week. The humidity was 100 per cent at 6 a.m., and with the humidex it felt like 28. Environment Canada's forecast calls for a mainly cloudy day on Thursday with a 60 per cent chance of showers and the risk of a thunderstorm. High 25 C, with the humidex making it feel like 33. Rain tonight. Low 14 C. Friday will see a mix of sun and cloud. High 24 C. Saturday will have a mix of sun and cloud with a 30 per cent chance of showers. High 27 C. The outlook for Sunday calls for a mix of sun and cloud with a 30 per cent chance of showers. High 31 C. A mix of sun and cloud on Monday with a 30 per cent chance of showers. High 35 C. The record for warmest June 23 in Ottawa is 34.4 C, set in 1921. The normal temperatures for this time of year are a high of 25 C and a low of 14 C.
CTV News
4 days ago
- Health
- CTV News
I Deal With Spring Allergies Every Year, And Here Are My Favourite Products That Help
An air purifier, shower steamers, tissues, and everything else you'll need when allergy tablets just aren't cutting it. I've been dealing with spring allergies my whole adult life. They tend to be the worst around mid to late May, but the intensity of them varies from year to year, so I always feel like I have to be prepared for the worst Like millions of others, I take an over-the-counter medication daily, but there are just some days I need some extra assistance to ease symptoms. Through my years of suffering through springtime, I've reached for products like these to help me get through the worst bouts of sneezing, sniffling, and discomfort. Here are a few of the best products for combating allergies: I Tested the Hatch Restore 2 to See If It Could Really Improve My Sleep Routine Our Guide To The Best Reel Mowers In Canada In 2025 (And Where To Get Them) The Absolute Best Pill Organizers You Can Get In Canada Right Now Disclaimer: The prices displayed are accurate at the time of publication. We'll do our best to keep them as up-to-date as possible, but you may see slight changes.
