Tractor Supply, Warby Parker, and Sportsman's Warehouse Stocks Trade Down, What You Need To Know

Directly affected

• TSCO Tractor Supply

  Named in this report.

• WRBY Warby Parker

  Named in this report.

Indirectly affected

• LMT Lockheed Martin

  Defense contractors get more work when conflict spending rises

• RTX RTX

  Defense contractors get more work when conflict spending rises

• NOC Northrop Grumman

  Defense contractors get more work when conflict spending rises

• GD General Dynamics

  Defense contractors get more work when conflict spending rises

• ITA iShares U.S. Aerospace & Defense

  A fund of aerospace and defense companies

• BA Boeing

  Defense and aerospace orders move with conflict spending

• LHX L3Harris

  Defense contractors get more work when conflict spending rises

• HII Huntington Ingalls

  Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3