{"schema_version":"secwatch.filing_event.v1","accession":"0000916365-26-000069","form_type":"8-K","ticker":"TSCO","cik":"0000916365","company_name":"TRACTOR SUPPLY CO /DE/","filed_at":"2026-10-22T11:26:41+00:00","discovered_at":"2026-10-22T11:30:10.893542+00:00","generated_at":"2026-10-22T11:30:20.191934+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Tractor Supply Q3 sales rise 5.1% to $3.91B; EPS falls 11.6% to $0.43, FY2026 outlook reaffirmed","bullets":["Net sales rose 5.1% to $3.91B from $3.72B, helped by new stores and the VIP Petcare acquisition; comparable store sales rose 0.4% vs. 3.9% a year earlier.","Diluted EPS fell 11.6% to $0.43 from $0.49; net income dropped 13.3% to $224.7M and operating income declined 10.2% to $307.7M from $342.7M.","Gross margin contracted to 36.4% from 37.4% on higher transportation/fuel costs and price-value investments; SG&A rose 6.8% to $1.12B, or 28.6% of net sales.","Opened 23 Tractor Supply stores and closed 74 Petsense stores; repurchased about 2.7M shares for $88.5M and paid $124.9M in dividends, returning $213.4M.","Reaffirmed fiscal 2026 outlook; CEO Hal Lawton cited improved sales momentum and actions in value, pet, digital and convenience, but the excerpt did not include numeric guidance ranges."],"urls":{"canonical":"https://secwatch.observer/filing/0000916365-26-000069","json":"https://secwatch.observer/filing/0000916365-26-000069.json","markdown":"https://secwatch.observer/filing/0000916365-26-000069.md","text":"https://secwatch.observer/filing/0000916365-26-000069.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/916365/000091636526000069/0000916365-26-000069-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/916365/000091636526000069/tsco-20261022.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-22T11:30:20.191934+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}