Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
Recent Activity
0
"TSCO (earnings update): Q2 rev +4.5% to $4.44B, same-store sales only +1.5% (concerning vs historical 2-5%). Faces tariff pressure on imports & competition from Amazon/Walmart in rural markets. Final Mile delivery initiative shows promise ($400 avg order, 10x lower returns). DCF fair value $55-64 vs $61 current. Est 7-9% annual returns too low."
Sentiment