{"schema_version":"secwatch.filing_event.v1","accession":"0001003078-23-000006","form_type":"8-K","ticker":"MSM","cik":"0001003078","company_name":"MSC INDUSTRIAL DIRECT CO INC","filed_at":"2023-01-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:43.415046+00:00","generated_at":"2026-06-20T19:14:06.741488+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"MSC Industrial Q1 net sales up 12.9% to $957.7M; adjusted EPS $1.48 vs $1.25; reaffirms FY23 guidance","bullets":["Q1 net sales $957.7M, +12.9% YoY; average daily sales growth ~9 ppt above IP Index.","GAAP diluted EPS $1.45 vs $1.18; adjusted EPS $1.48 vs $1.25; YoY growth 22.9% GAAP, 18.4% adjusted.","Operating margin 12.1% GAAP (12.3% adj.); expanded 140 bps (100 bps adj.) vs prior year.","Repurchased >200k shares at avg $79.60; reaffirms FY23 adjusted op margin guide 12.7%-13.3%.","Mission Critical: CCSG mid-teens; vending/In-Plant sales up mid-teens; e-commerce 61.9% of sales; public sector +22%."],"urls":{"canonical":"https://secwatch.observer/filing/0001003078-23-000006","json":"https://secwatch.observer/filing/0001003078-23-000006.json","markdown":"https://secwatch.observer/filing/0001003078-23-000006.md","text":"https://secwatch.observer/filing/0001003078-23-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000006/0001003078-23-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000006/msm-20230105x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T19:14:06.741488+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":"c588c5ee6f21e2ce871e08c509e1f9d13b6e0bb1","claim":"MSC INDUSTRIAL DIRECT CO INC updated its Fiscal 2023 full year guidance (reaffirmed).","evidence_excerpt":"The Company is reaffirming its fiscal 2023 full year adjusted operating margin and ADS outlook that was communicated last quarter and providing key assumptions for the year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000006/0001003078-23-000006-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal 2023 full year"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}