{"schema_version":"secwatch.filing_event.v1","accession":"0000916365-23-000087","form_type":"8-K","ticker":"TSCO","cik":"0000916365","company_name":"TRACTOR SUPPLY CO /DE/","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.015686+00:00","generated_at":"2026-06-13T01:56:24.659082+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Tractor Supply Q2 EPS $3.83 (+8.5% YoY); cuts FY23 sales and comp guidance; targets 3,000 stores","bullets":["Q2 net sales +7.2% to $4.18B; comparable store sales +2.5% (prior year +5.5%); diluted EPS $3.83 vs $3.53.","FY23 guidance lowered: net sales $14.8-14.9B (prev $15.0-15.3B); comp +1.3%-2.5% (prev +3.5%-5.5%); EPS $10.20-10.40 (prev $10.30-10.60).","New long-term store target of 3,000 U.S. stores (up from 2,800); annual openings to accelerate to ~90/year from 2025, with 80 in 2024.","Real estate strategy includes owned development and sale-leaseback; expects ~$0.20 after-tax EPS benefit in H2 2023 from sale-leaseback of 10-15 stores.","Gross margin +69 bps to 36.2%; SG&A as % of sales +77 bps to 22.8% on growth investments and higher medical claims."],"urls":{"canonical":"https://secwatch.observer/filing/0000916365-23-000087","json":"https://secwatch.observer/filing/0000916365-23-000087.json","markdown":"https://secwatch.observer/filing/0000916365-23-000087.md","text":"https://secwatch.observer/filing/0000916365-23-000087.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/916365/000091636523000087/0000916365-23-000087-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/916365/000091636523000087/tsco-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T01:56:24.659082+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4a60bece60884e8e8e37b52db55dfe384e0e07af","claim":"TRACTOR SUPPLY CO /DE/ reported second quarter ended July 1, 2023 results: revenue $4.18 billion, net income $421.2 million, EPS $3.83.","evidence_excerpt":"Second Quarter 2023 Results Net sales for the second quarter of 2023 increased 7.2% to $4.18 billion from $3.90 billion in the second quarter of 2022. The increase in net sales was driven by contributions from the acquisition of Orscheln Farm and Home, new store openings and growth in comparable store sales. Comparable store sales increased 2.5%, as compared to an increase of 5.5% in the prior year’s second quarter, driven by comparable average transaction count increase of 1.8% and comparable average ticket growth of 0.6%. Comparable store sales growth reflects continued strength in core year-round merchandise, including consumable, usable and edible (“C.U.E.”) products which significantly outpaced the chain average. This performance offset softness in demand for seasonal goods and declines in big-ticket items. Gross profit increased 9.3% to $1.51 billion from $1.39 billion in the prior year’s second quarter, and gross margin increased 69 basis points to 36.2% from 35.5% in the prior","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/916365/000091636523000087/0000916365-23-000087-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended July 1, 2023"},{"label":"Revenue","value":"$4.18 billion"},{"label":"Net income","value":"$421.2 million"},{"label":"EPS","value":"$3.83"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}