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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.77B | +3.1% | $0.44 | -3.5% | 35.2% | 8.4% | 6.3% | $271M |
| FY2025 Q1 | $3.47B | +2.1% | $0.34 | -7.1% | 36.2% | 7.2% | 5.2% | $75M |
| FY2025 Q2 | $4.44B | +4.5% | $0.81 | +3.1% | 34.2% | 13.0% | 9.7% | $575M |
| FY2025 Q3 | $3.72B | +7.2% | $0.49 | +8.9% | 37.4% | 9.2% | 7.0% | $30M |
| FY2025 Q4 | $3.90B | +3.3% | $0.43 | -2.3% | 25.6% | 7.6% | 5.8% | $59M |
| FY2026 Q1 | $3.59B | +3.6% | $0.31 | -8.8% | 32.7% | 6.5% | 4.6% | $-111M |
| FY2026 Q2 | $4.54B | +2.3% | $0.69 | -14.8% | 34.2% | 11.7% | 7.9% | $329M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Michael Lasser | UBS | 7 (14%) |
| Steve Forbes | Guggenheim | 6 (0%) |
| Peter Benedict | Robert W. Baird |
| Chuck Grom | Gordon Haskett | 5 (0%) |
| Kate McShane | Goldman Sachs | 5 (20%) |
| Peter Keith | Piper Sandler | 4 (25%) |
| Seth Sigman | Barclays | 4 (0%) |
| Chris Horvers | JPMorgan | 4 (0%) |
| David Bellinger | Mizuho Securities | 4 (50%) |
| Steven Zaccone | Citigroup | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 2 | 7 (0%) |
| UBS | 1 | 7 (14%) |
| Guggenheim | 1 | 6 (0%) |
| Gordon Haskett | 1 | 5 (0%) |
| JPMorgan | 2 | 5 (0%) |
| Goldman Sachs | 1 | 5 (20%) |
| Citigroup | 1 | 4 (0%) |
| Mizuho Securities | 1 | 4 (50%) |
What TSCO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So think about Amazon pushing deeper into rural markets”
An analyst frames Amazon's expansion into rural markets as a competitive online-penetration headwind in the pet category.
“we are encouraged that approximately 1/3 of customers purchasing Freshpet in our pilots are either new or reactivated to the category at TSC”
Tractor Supply is aggressively scaling fresh/frozen Freshpet, which is driving new and reactivated pet customers, a positive read-through for Freshpet.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TSCO Tractor Supply | 5 | +3.6% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 6 | +8.2% | |
| BBY Best Buy | 5 | -1.0% | |
| 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 | 5 | -4.3% |