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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Lasser | UBS | 6 | 17% |
| Steve Forbes | Guggenheim | 5 | 0% |
| Peter Benedict | Robert W. Baird | 5 | 0% |
| Dave Bellinger | Mizuho Securities | 4 | 50% |
| Chris Horvers | JPMorgan | 4 | 0% |
| Kate McShane | Goldman Sachs | 4 | 25% |
| Chuck Grom | Gordon Haskett | 4 | 0% |
| Seth Sigman | Barclays | 4 | 0% |
| Peter Keith | Piper Sandler | 4 | 25% |
| Scot Ciccarelli | Truist Securities | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 2 | 6 | 0% |
| UBS | 1 | 6 | 17% |
| Guggenheim | 1 | 5 | 0% |
| JPMorgan | 2 |
| 5 |
| 0% |
| Piper Sandler | 1 | 4 | 25% |
| Gordon Haskett | 1 | 4 | 0% |
| Goldman Sachs | 1 | 4 | 25% |
| Barclays | 1 | 4 | 0% |
Comp sales grew 0.5% as the companion animal category dragged results by 100 basis points, though record 40 new stores opened with strong productivity. A four-pillar pet category recovery plan was launched while digital business delivered strong double-digit growth and the Field and Stream brand tracked toward a $100 million milestone. Management reaffirmed full-year FY2026 guidance despite the Q1 comp coming in below plan, with Final Mile exceeding expectations on double-digit volume growth.
Demand | Guidance Reliability | Margin | Competitive Dynamics | Pricing | Trade Tariffs | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 3 | 1 | 1 | 2 | ||
| 2025Q1 | 3 | 4 | 2 | 1 | 2 | 4 | 1 | |
| 2025Q2 | 6 | 1 | 1 | 2 | 3 | 3 | 1 | 1 |
| 2025Q3 | 5 | 3 | 3 | 2 | 2 | 4 | 2 | |
| 2025Q4 | 4 | 3 | 4 | 4 | 2 | 1 | 3 | |
| 2026Q1 | 9 | 3 | 1 | 3 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 3 | 6 | 5 | 4 | 9 |
| Guidance Reliability | 2 | 4 | 1 | 3 | 3 | 3 |
| Margin | 3 | 2 | 1 | 3 | 4 | 1 |
| Competitive Dynamics | 1 | 1 | 2 | 4 | 3 | |
| Pricing | 1 | 2 | 3 | 2 | 2 | 1 |
| Trade Tariffs | 4 | 3 | 2 | 1 | 1 | |
| Innovation & R&D | 1 | 4 | 3 | 1 | ||
| Revenue Growth | 2 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TSCO Tractor Supply | 5 | +3.6% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 6 | +4.3% |