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10:00
Jul 23 ◎

TSCO FY2026 Q2 Watch

Tractor Supply Company (TSCO) FY2026 Q2 Earnings Call

TSCO FRPT FDX UPS ▾

Hal Lawton

Management withdrew long-term financial targets, lowered new store openings, closed underperforming PetSense stores, and guided second-half comps negative to flat, reflecting a cautious near-term outlook despite modest sequential optimism.

"We're not satisfied with our business and we're taking decisive actions to improve it."

TSCO WATCH

Seth Estep

Tractor Supply's rapid rollout and positive early results for Fresh Pet food signal healthy demand for Freshpet's products and a deepening retail partnership, which should support Freshpet's revenue growth.

"Our rollout of Fresh Pet continues to perform well. The program was in approximately 250 stores at the end of the second quarter"

FRPT WATCH

Hal Lawton

Tractor Supply's final-mile delivery volume in H1 2026 already matched all of 2025's total, accelerating rollout ahead of schedule and improving economics as scale grows. — Rapid organic build of last-mile capability could reduce Tractor Supply's reliance on third-party parcel carriers for bulky rural deliveries, potentially pressuring volumes for FedEx and UPS in that niche.

"Through the first half of the year, we've already completed as many Final Mile deliveries as we did during all of 2025"

FDX WATCH UPS WATCH

HIGH

10:00
Apr 21 ◎

TSCO FY2026 Q1 Watch

Tractor Supply Company (TSCO) FY2026 Q1 Earnings Call

10:00
Jan 29 ◎

TSCO FY2025 Q4 Watch

Tractor Supply Company (TSCO) FY2025 Q4 Earnings Call

TSCO OPENAI ▾

Kurt Barton

Guidance for FY2026 implies modest improvement but remains cautious, with comps below historical algorithm; management expects operating margin maintenance through cost discipline and gradual recovery.

"we view the upcoming year as a period of normalization for the business. We expect total sales growth in the range of 4% to 6%"

TSCO WATCH

Hal Lawton

Tractor Supply is deepening its use of OpenAI's AI tools to improve operational efficiency, indicating ongoing investment in AI partnerships.

"expanded our relationship with open AI. The capabilities are improving forecasting, inventory flow, and team member productivity"

OPENAI WATCH

HIGH

10:00
Oct 23 ◎

TSCO FY2025 Q3 Watch

Tractor Supply Company (TSCO) FY2025 Q3 Earnings Call

TTC ▾

Hal Lawton

Management noted the bathtub effect of extended summer contributed 50-60 bps to Q3 comps, shifting seasonal demand from H1 to Q3, which may affect H2 comparisons for OEMs of outdoor power equipment. — De-seasonalizes demand patterns for lawn and garden suppliers; indicates a temporary shift rather than underlying demand change.

"We believe this was about a 50 to 60 basis point contribution to the third quarter that would have historically been in the first half."

TTC WATCH

MED

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