Operating business70% entry signalMarket screen4 sourced figuresExecution decideswillingness to pay

Precision Agriculture & Crop Support

Prepared 2026-09-08

The industry — Support activities for crop production

Base industry report for 1151 →
Establishments · CanadaA
1,536
with employees
Under 10 employeesA
80%
most common size: 1–4
Establishments · USA
5,263
Employment · USA
73,015
14 per establishment
Payroll · USA
$3.7B
$50k per employee

Of 1,536 Canadian establishments with employees, 80% have fewer than ten — an industry of very small operators.

Entry signal — what decides who wins here

Execution decides
Structure decides One thing must be true Execution decides

The hurdles here are ones a better operator clears. That is not a promise of success — it is the absence of a structural reason you cannot win.

What you would have to beat

Prove the value in money the buyer already counts. The need is real; what is unproven is that this buyer moves budget for it. That is a priced test with real customers, not a product problem.

How it was read
Binding constraintUNVERIFIEDwillingness to pay — Executional — a better operator can move it.
How fragmented the field isA80% of establishments have fewer than ten employees — Fragmented — there is share to take and no scale operator to displace.
What it costs to be in the businessUNVERIFIEDlow capital — The structural profile of subsector 115, inherited by every industry beneath it.
How many new establishments are still tradingA
Agriculture, Forestry, Fishing and Hunting, US · opened 2020
88%
1 year
71.7%
3 years
61.8%
5 years
53%
10 years
opened 2015

Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.

This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.

Companies named in this market · 1

The binding constraint — willingness to pay

Crop scouting, soil sampling, variable-rate prescriptions and custom application are genuinely low-capital work — a truck, an agronomy ticket and a spreader — and 969 of the 1,536 Canadian establishments have one to four employees, so nothing about the field is closed. The cut is that the advice is not sold, it is given away to move product. Nutrien calls itself the largest global agriculture retailer and runs over 1,800 retail locations with over 4,200 crop consultants behind them; 'services and other' — product application, soil and leaf testing, crop scouting and precision agriculture — was 5% of its US$17,620M of 2025 Retail sales, the same 5% as the year before [A]. The other 89% is crop nutrients, crop protection and seed, with merchandise and financing making up the remainder. An entrant charging for agronomy is quoting against a rival who performs the same agronomy at cost because it earns on the chemical. Per-acre pricing then meets the second problem: there is one buying moment a year, fixed by the crop cycle, and the customer's ability to pay follows a commodity price neither party sets.

Market scaleregionalunit: one agronomy service area

Agronomy and application services are delivered to fields by people and machines that must drive there inside a short application window, so the service area is regional even though the crop price that funds it is global.

Canadian establishments with employeesA 1,536 (Statistics Canada, December 2023); 969, or 63%, have 1–4 employees; Quebec 318, Ontario 302, Alberta 297, Saskatchewan 218
US establishments, support activities for crop productionA 5,263 establishments, 73,015 employees, US$3.68B payroll (County Business Patterns, 2022)
Nutrien Retail sales and mix, 2025A US$17,620M of Retail sales, of which services and other — product application, soil and leaf testing, crop scouting, precision agriculture — was 5%; crop nutrients 42%, crop protection 35%, seed 12%
Agronomy delivered free at scaleA over 4,200 Nutrien crop consultants and approximately 31,200 application vehicles support a services line worth 5% of Retail sales
Boundary mechanismB Drive time to the field during a short application window
Price settingB Global commodity prices set the customer's ability to pay
Angel-backed companies15
in the Canadian portfolio dataset
Province mixAB 5, QC 3, ON 2, NB 2, PE 1, — 1, SK 1

Sectors joined: AgriTech · Agritech · AgriTech/AI · Agritech Hardware · Vertical Farming · Logistics/Agritech

[UNVERIFIED] Sector-to-NAICS mapping is analyst judgment — see data/angel-sector-map.json. Counts are a per-record cross-reference and are not additive across records.

I

Who you would be competing with

The operators already at scale here, and whoever is buying these businesses. In most of these industries the competition an entrant meets is local, so this is who sets the terms rather than a list of everyone in the trade.

Largest operator
Nutrien Ag Solutions (Nutrien Ltd., TSX/NYSE: NTR) — by its own filing, 'the largest global agriculture retailer'
Scale
Retail segment sales US$17,620M in 2025, 66% of Nutrien's US$26,885M consolidated sales, on Retail adjusted EBITDA of US$1,736M; over 1,800 retail locations across North America, Australia and South America, over 4,200 crop consultants, and approximately 31,200 on-farm and on-road vehicles and application units
Concentration
Not published. Nutrien's AIF names its principal competitors only as categories — agricultural cooperatives, other major agriculture retailers, and smaller independent retailers and distributors
Others in the field
The farm-supply co-operatives and grain-handler retail networks that run their own agronomy teams, and beneath them the independent agronomists and custom applicators who are 63% of the Canadian establishment count
Lock-in mechanism
Not assessed — screened before diligence
Price movement
Not assessed. Nutrien does not price agronomy separately; it books it inside a services line worth 5% of Retail sales
Is the buyer consolidating?
Yes — Nutrien's network was assembled by acquisition and now reports over 1,800 locations [A], so a retailer — not a financial buyer — is the natural exit for an independent agronomy business. What such a business actually sells for was not researched.
F

Financials & market size — sourced

Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.

Nutrien Retail segment sales, 2025A US$17,620M, 66% of US$26,885M consolidated sales
Nutrien Retail adjusted EBITDA and gross margin, 2025A adjusted EBITDA US$1,736M; gross margin US$4,603M
Services as a share of Nutrien Retail salesA 5% in 2025 and 5% in 2024, against crop nutrients 42%, crop protection 35% and seed 12%
Nutrien agronomy footprintA over 1,800 retail locations, over 4,200 crop consultants, approximately 31,200 on-farm and on-road vehicles and application units
$

Market size, derived

Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.

Revenue floor
$17.6B

Disclosed revenue from 1 of 3 named vendors. The market is at least this large.

Implied total — revenue ÷ share
—

No vendor has both a disclosed revenue and a published share.

Published forecast
—Floor only

Only a revenue floor is known — the true market is larger by whatever the undisclosed vendors earn.

Competitor set · 3 named · 1 disclose revenue

NameRevenueShareNote
NutrienTSX/NYSE: NTRA $17.6B — 2025 Retail segment sales, US$
Agricultural co-operatives and other major agriculture retailersC not disclosed — The category Nutrien's own AIF names as its principal competition. Canadian examples were not verified for this record
Independent agronomists and custom applicatorsA not disclosed — 969 of 1,536 Canadian establishments have 1–4 employees (Statistics Canada, December 2023) — this is the competitive structure of the industry

Evidence

Evidence. Nutrien's Retail sales, adjusted EBITDA and gross margin were read in its full-year 2025 results release [A]; the retail location count, the crop-consultant count, the vehicle count and the product mix that puts services at 5% of Retail sales were read in Nutrien's Annual Information Form for the year ended 31 December 2025 [A], in a PDF copy hosted at minedocs.com rather than fetched from SEDAR+ — the text is the filing's own, but the retrieval path is worth knowing. Nutrien is a global retailer, so its mix describes the economics of agronomy-as-a-service, not the Canadian market's size. Not sourced: any Canadian agronomy service price, any per-acre rate card, and any transaction price for an independent agronomy or custom-application business. The Canadian competitor names in the vertical block are UNVERIFIED — Nutrien's own filing names its principal competitors only as categories, and the specific co-operatives and grain-handler retail networks were not checked for this record. The cut factor is analyst judgment.

#

Where the industry talks

The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.

AssociationCanadaA
Canadian Association of Agri-Retailers (CAAR)
caar.org

National body for ag retailers and their agronomy staff; no member count published; CAAR Connect Convention 2026.

Checked 2026-09-22
AssociationPrairiesA
Prairie Certified Crop Adviser Board
prairiecca.ca · 1,400 members (2026-09)

'1,400+ members' (certified crop advisers in Western Canada) per its homepage; program run under the American Society of Agronomy.

Checked 2026-09-22
AssociationOntarioA
Ontario Certified Crop Advisor Association
ccaontario.com · 650 members (2026-09)

'650+ members in Ontario' (certified crop advisers) per its homepage.

Checked 2026-09-22
AssociationUSA
Agricultural Retailers Association (ARA)
aradc.org

US ag-retail trade body; no member count on site; runs an annual Conference & Expo.

Checked 2026-09-22
ForumNorth AmericaC
AgTalk (NewAgTalk)
talk.newagtalk.com

Farmer-run discussion board with a Precision Talk section; blocked automated access (HTTP 403). Search results show live threads.

Checked 2026-09-22
EventCanadaA
Ag in Motion
aginmotion.ca

Outdoor farm show near Saskatoon; 20–22 Jul 2027; 'over 550 exhibitors' per site; no attendee figure.

Checked 2026-09-22
AssociationOntarioA
Ontario Agri Business Association (OABA)
oaba.on.ca

Ontario crop-input, grain-elevator and feed businesses; no member count on site.

Checked 2026-09-22

The agronomists are in the CCA boards; the retailers who employ them are in CAAR and OABA; farmers themselves talk on AgTalk.

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Software serving this industry

Vertical software markets filed along the same branch of NAICS — who sells to these businesses, and who an entrant would have to displace.