TSCO · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
TRACTOR SUPPLY CO /DE/ · 2026-08-06 · Importance 49 · Surprise 32 · From source text
Second-quarter fiscal 2026 net sales increased 2.3% year over year to $4.54 billion from $4.44 billion, driven primarily by new store openings.,First-half fiscal 2026 net sales increased 2.9% to $8.13 billion from $7.91 billion, while comparable store sales declined 0.6%.,Second-quarter comparable store sales decreased 1.5%, reflecting a 1.7% decline in transaction count and a 0.2% increase in average ticket value.,Seasonal and big-ticket categories, discretionary spending, and companion animal products pressured comparable sales, while C.U.E. categories and digital sales provided offsets.,Sales from new stores and VIP Petcare contributed $274.5 million, or 3.5 percentage points of first-half sales growth, and Tractor Supply ended the period with 2,463 stores.
Key facts
- Net sales for the second quarter of fiscal 2026: $4.54 billion, increased 2.3% from $4.44 billion in the second quarter of fiscal 2025. source
- Net sales for the first six months of fiscal 2026: $8.13 billion, increased 2.9% from $7.91 billion in the first six months of fiscal 2025. source
- Adjusted net income for Q2 fiscal 2026: $423.5 million, or $0.81 per diluted share. source
- Net income for Q2 fiscal 2026: $360.7 million, decreased 16.1% from $430.0 million in Q2 fiscal 2025; diluted EPS $0.69 vs $0.81 prior year. source
- Sales from new stores and VIP Petcare for the first six months of fiscal 2026: $274.5 million, representing 3.5 percentage points of the 2.9% net sales increase. source
- Net income for the first six months of fiscal 2026: $525.2 million, or $1.00 per diluted share, decreased 13.8% from $609.4 million, or $1.14 per diluted share, in the first six months of fiscal 2025; adjusted net income $588.0 million, or $1.12 per diluted share. source
- Sales from new stores and VIP Petcare for the second quarter of fiscal 2026: $164.8 million, representing 3.7 percentage points of the 2.3% net sales increase. source
- Comparable store sales for the second quarter of fiscal 2026 declined 1.5%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +6.0% | Sales from new stores and VIP Petcare for the first six months of fiscal 2026: $274.5 million, representing 3.5 percentage points of the… |
| revenue | positive | realized | +4.8% | Net sales for the first six months of fiscal 2026: $8.13 billion, increased 2.9% from $7.91 billion in the first six months of fiscal 2025. |
| revenue | positive | realized | +3.6% | Sales from new stores and VIP Petcare for the second quarter of fiscal 2026: $164.8 million, representing 3.7 percentage points of the… |
| revenue | positive | realized | +2.2% | Net sales for the second quarter of fiscal 2026: $4.54 billion, increased 2.3% from $4.44 billion in the second quarter of fiscal 2025. |
| net_income | negative | realized | -1.9% | Net income for the first six months of fiscal 2026: $525.2 million, or $1.00 per diluted share, decreased 13.8% from $609.4 million, or… |
| net_income | negative | realized | -1.5% | Net income for Q2 fiscal 2026: $360.7 million, decreased 16.1% from $430.0 million in Q2 fiscal 2025; diluted EPS $0.69 vs $0.81 prior year. |
| net_income | unclear | realized | — | Adjusted net income for Q2 fiscal 2026: $423.5 million, or $0.81 per diluted share. |