Tractor Supply Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.9%projected annual EPS growth
Analyst Coverage
27analysts covering
FY Revenue (est.)
$16Bnext fiscal year
FY EPS (est.)
$1.87next fiscal year
Monitoring Framework
Key Performance Indicators
Comparable Store Sales Growth Quarterly0.5%Target: 1% to 3% for Fiscal Year 2026
New Store Openings Quarterly40.0Target: Approximately 100 new stores in Fiscal Year 2026
Operating Margin AnnuallyTarget: 9.3% to 9.6% for Fiscal Year 2026
Watch Items
- Companion Animal (Pet) Category SoftnessTrigger: Drag of more than 100 basis points on comparable store salesAction: Scale fresh and frozen pet offerings to 700 stores by the end of 2026 and expand cat product assortments to offset dog population declines.
- Net Farm Income and Commodity Price PressuresTrigger: Continued multi-year crunch in net farm income and low corn/soybean pricesAction: Monitor rural consumer discretionary spending patterns and adjust inventory mix toward needs-based categories.
Research as of 2 Sep 2026