TSCO · 10-Q · 2026Q2 · Full report

Market Demand Trends

TRACTOR SUPPLY CO /DE/ · 2026-08-06 · Importance 49 · Surprise 32

Second-quarter fiscal 2026 net sales increased 2.3% to $4.54 billion, driven primarily by new store openings, while comparable store sales declined 1.5%. May performance was pressured by softness in seasonal categories, including big-ticket items, and lower discretionary spending; companion animal categories also remained below the Company average, although trends improved during the quarter. For the first six months, comparable store sales declined 0.6%, reflecting softer demand trends, category shifts and unfavorable product mix in seasonal and companion animal products. Strength in consumable, usable and edible (C.U.E.) categories and digital sales partially offset these demand headwinds.

Key facts

• Second quarter comparable store sales were positive in April and June but underperformance in May drove the quarterly decline; May pressured by softness in seasonal categories including big-ticket items and lower discretionary spending. source
• Companion animal categories continued to perform below Company average during Q2 fiscal 2026, though trends improved through the quarter. source