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Note: Industry performance is calculated based on the previous closing price of all industry constituents
Largest Companies in This Industry
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
---|---|---|---|---|---|---|---|
| 176.83 | 14.41% | | | | Buy | |
| 422.45 | 14.02% | | | | Buy | |
| 452.56 | 11.30% | | | | Buy | |
| 208.21 | 10.35% | | | | Buy | |
| 85.03 | 10.03% | | | | Buy | |
| 13.50 | 9.80% | | | | Sell | |
| 506.50 | 6.17% | | | | Buy | |
| 106.84 | 4.52% | | | | Buy | |
| 43.81 | 4.51% | | | | Buy | |
| 54.37 | 3.75% | | | | Buy |
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Top Performing Companies
View MoreName | Last Price | 1Y Target Est. | YTD Return |
---|---|---|---|
| 18.80 | | |
| 0.75 | | |
| 452.56 | | |
| 106.84 | | |
| 54.33 | |
High Growth Companies
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Specialty Retail Research
View MoreDiscover the Latest Analyst and Technical Research for This Industry
Daily Spotlight: Second Estimate for 1Q25 GDP
The Bureau of Economic Analysis (BEA) will update its forecast for GDP this morning. Last month, in its initial estimate, the BEA indicated that 1Q GDP declined at an annualized 0.3% pace. We expect that to hold -- though we note that from 1996 through 2023, the average revision from the advance estimate to the second estimate was plus or minus 0.5%. Consumer spending (personal consumption expenditures) came in at an annualized growth rate of 1.8% and contributed 1.21 percentage points to overall GDP. Consumption of goods rose just 0.5% and added 0.11 percentage points to growth. The durable goods component dropped 3.4% in 1Q25, following a 12.4% increase in 4Q. The big services category was solid, rising 2.4%, and contributing 1.10 percentage points to GDP growth, helped by healthcare. Residential investment (housing) was a very small contributor to 1Q25 growth. Based on available data, the category is poised to decrease in 2Q. National defense declined by 8.0% in 1Q25 after a 4.8% increase in 4Q24. Gross private domestic investment made a rebound from the previous quarter, growing 21.9% and adding nearly 4 points to GDP. Investment in equipment led the charge, increasing by 22.5%, as businesses appeared to purchase computers ahead of tariffs. Imports jumped 41% as businesses frontloaded goods to avoid tariffs. Foreign-made products, which are are subtracted from domestic output, reduced GDP by five percentage points. This surge in imports could not be offset by 1.8% growth in exports. In his May 7 press conference, Fed Chair Powell provided an encouraging interpretation of the 1Q report, noting that private domestic final purchases, which exclude net exports, inventory investment, and government spending, still grew at a solid pace of 3% (the same as full-year growth in 2024). The Atlanta Fed's GDPNow report is calling for 2Q25 growth of 2.2% based on the May 27 update. The New York Fed Staff 2Q Nowcast, which tracks the evolution of GDP growth and gauges the impact of new data releases, was almost 2.5% as of May 23. We expect 0.5% growth for 2025 and 1.8% growth in 2026.
Analyst Report: Tractor Supply Company
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 2,311 of its namesake banners in 49 states, along with 206 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities rather than urban and suburban areas. In fiscal 2024, revenue consisted primarily of livestock, equine & agriculture (26%), companion animal (25%), and seasonal & recreation (23%).
RatingPrice TargetAnalyst Report: DICK'S Sporting Goods, Inc.
Dick’s Sporting Goods retails athletic apparel, footwear, and equipment for sports. Dick’s operates digital platforms, about 720 stores under its namesake brand (including outlet stores and House of Sport), and about 130 specialty stores under the Golf Galaxy and other nameplates. Dick’s carries private-label merchandise and national brands such as Nike, The North Face, Under Armour, Callaway Golf, and TaylorMade. Based in the Pittsburgh area, Dick’s was founded in 1948 by the father of current executive chair and controlling shareholder Edward Stack.
RatingPrice TargetCASY: Lowering target price to $492.00
CASEY'S GENERAL STORES INC has an Investment Rating of BUY; a target price of $492.000000; an Industry Subrating of High; a Management Subrating of High; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Low.
RatingPrice Target