Comparable Store Sales Decline
Comparable store sales decreased 1.5%, with a 1.7% drop in transaction count and a 0.2% increase in average ticket; May was particularly weak due to softness in seasonal and big-ticket items.
TRACTOR SUPPLY CO /DE/ is expected to release its Q3 2026 10-Q filing on October 21, 2026. Last quarter: Tractor Supply's Q2 FY2026 revenue edged up 2.3% to $4.54 billion, but a 1.5% comparable store sales decline and one-time charges pushed GAAP net income down 16.1%, while adjusted EPS held flat at $0.81.
EPS Estimate
$0.44
Revenue Estimate
$3.88B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the TSCO page.
Drawn from management commentary in the Q2 2026 10-Q:
Comparable store sales decreased 1.5%, with a 1.7% drop in transaction count and a 0.2% increase in average ticket; May was particularly weak due to softness in seasonal and big-ticket items.
The Petsense business incurred $65.8 million in impairment and other charges, including $5.9 million of inventory write-down and $33.2 million of goodwill impairment, as part of a plan to close approximately 75 stores.
Gross margin expanded 11 basis points to 37.1% (24 basis points on an adjusted basis to 37.2%), driven by disciplined product cost management and tariff-related benefits, partially offset by higher freight costs.
Revenue
$4.54B
+2.29% YoY
EPS (Diluted)
$0.69
-14.81% YoY
Gross Margin
37.1%
+0.1 pts YoY
Operating Income
$467.12M
-19.16% YoY
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