TSCO · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
TRACTOR SUPPLY CO /DE/ · 2026-11-05 · Importance 43 · Surprise 32 · From source text
Third-quarter fiscal 2026 net sales rose 5.1% to $3.91 billion, while comparable-store sales increased 0.4%; new stores and VIP Petcare contributed $170.3 million, or 4.6 percentage points of sales growth. Comparable average ticket increased 0.7% and transaction count decreased 0.3% in the quarter, with digital sales growing at a double-digit rate. For the first nine months, net sales increased 3.6% to $12.04 billion, while comparable-store sales declined 0.3% and new stores and VIP Petcare contributed $444.7 million. Seasonal categories and C.U.E. categories performed strongly, partly offsetting continued big-ticket softness and below-average companion animal performance.
Key facts
- Third-quarter fiscal 2026 net sales increased 5.1% to $3.91 billion from $3.72 billion in third-quarter fiscal 2025, driven by new store openings, the VIP Petcare acquisition and 0.4% comparable store sales growth. source
- First-nine-month fiscal 2026 net sales increased 3.6% to $12.04 billion from $11.63 billion, driven by new store openings and VIP Petcare acquisition, partially offset by a 0.3% decline in comparable store sales. source
- First-nine-month fiscal 2026 sales from new stores and VIP Petcare were $444.7 million, representing 3.8 percentage points of the 3.6% net sales increase. source
- Third-quarter fiscal 2026 sales from new stores and VIP Petcare were $170.3 million, representing 4.6 percentage points of the 5.1% net sales increase. source
- Third-quarter fiscal 2026 comparable average ticket increased 0.7% and comparable average transaction count decreased 0.3%. source
- Third-quarter fiscal 2026 sales benefited from seasonal categories including wildlife supplies, equine & livestock, and truck, tool & hardware; C.U.E. categories performed above the Company average; digital sales grew at a double-digit rate. source
- First-nine-month fiscal 2026 comparable average transaction count decreased 1.0%, partially offset by a 0.8% increase in comparable average ticket value. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +10.5% | First-nine-month fiscal 2026 net sales increased 3.6% to $12.04 billion from $11.63 billion, driven by new store openings and VIP Petcare… |
| revenue | positive | realized | +4.9% | Third-quarter fiscal 2026 net sales increased 5.1% to $3.91 billion from $3.72 billion in third-quarter fiscal 2025, driven by new store… |