TRACTOR SUPPLY CO /DE/ (TSCO) Form 8-K — Jul 23, 2026

$TSCOForm 8-KItems 2.02, 9.01Filed Jul 23, 2026, 7:03 AM ET0000916365-26-000052Original filing

Tractor Supply Company reported second quarter net sales of $4.54 billion, a 2.3% increase year-over-year, while comparable store sales decreased 1.5% driven by softness in May. The company recorded diluted earnings per share of $0.69, down from $0.81 in the prior year, after incurring $65.8 million in impairment charges related to the restructuring of the Petsense business and $9.5 million in acquisition costs for VIP Petcare. Management updated its fiscal year 2026 outlook to reflect the underperformance, projecting comparable store sales between a decrease of 1% and flat, compared to previous expectations.

Key figures

Eps: $0.69
Revenue: $4.54 billion
Guidance: Net Sales +2.5% to +3.5%; Comparable Store Sales (1%) to flat; Adjusted Earnings per Diluted Share $1.90 to $2.00
Net Income: $360.7 million
Revenue Yoy: 2.3%
Adjusted Diluted EPS: $0.81
Petsense Impairment: $65.8 million
Comparable Store Sales: -1.5%
Share Repurchase Amount: $135.3 million
Vip Petcare Acquisition Costs: $9.5 million

Price after filing

1 day: -0.9%7 days: +1.9%30 days: +18.0%

Close on the filing date to close N calendar days later (from $29.64). Historical, not a forecast.

AI analysis

Red flags4 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

Upgrade to Pro · $49/mo billed annually

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.