Tractor Supply Co vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Tractor Supply Co trades at $33.72 (market cap $17.44B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.97 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is the larger of the two by market cap, and Tractor Supply Co pays a 2.87% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tractor Supply Co for 89 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| TSCO | XLY | |
|---|---|---|
Market Cap | $17.44B | $21.89B |
Volume | 10,598,723 | 5,690,342 |
Sector | Consumer Cyclical | — |
52-Week High | $56.37 | $124.52 |
52-Week Low | $29.14 | $105.64 |
Typical Hold Time | 89 Days | 114 Days |
Enterprise Value | $23.76B | — |
Dividend Yield | 2.87% | — |
Signals from Pluang's Aura AI — not financial advice
Tractor Supply (TSCO) trades at $33.64, up 3.43% today, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $15.52B in 2025, though net income margin has declined to 6.42%. Recent earnings have missed expectations, and cash flow trends show variability. The company maintains a strong dividend streak and continues community investments, as highlighted in recent news.
The outlook is mixed: analyst consensus is a Buy with a $36.76 target, but consecutive earnings misses and margin pressure pose risks. Upside hinges on execution amid cyclical challenges, while institutional selling and competitive threats warrant caution for investors seeking stability.
XLY trades at $112.72, up 1.22% today, with a bullish technical signal despite mixed moving average and oscillator readings. The ETF shows strong analyst support with a 100% buy rating from coverage, though recent underperformance versus consumer staples highlights sector rotation pressures. Key technical levels show support at $110-$111 and resistance at $112-$113, with RSI indicating potential overbought conditions on shorter timeframes.
Outlook remains cautiously optimistic given analyst consensus, but investors face headwinds from inflation pressures on discretionary spending and ongoing underperformance versus broader market. The 'funflation' trend supporting consumer leisure spending provides potential upside, though valuation metrics remain unavailable for comprehensive assessment.
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Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
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