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{"created_at":"2026-04-22T03:03:32.063 {"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:f9f17e0cd0d278ca","evidence_event_ids":["evt_b286d3b126bf"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","company":"TRACTOR SUPPLY CO /DE/","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_100c95914b119b40","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:17:22.784311+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"tsco-20260421","final_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt","source_event_id":"evt_b286d3b126bf","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"2457a5fbe546085d","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2026-04-21","2026-04-22","2026-03-28","2026-01-29","2026-04-21T10:00:00"],"entities":[{"asset_class":"equity","name":"Tractor Supply Company","relevance":"high","symbol":"TSCO","type":"issuer"},{"asset_class":"other","name":"Petsense by Tractor Supply","relevance":"medium","symbol":"","type":"business_unit"},{"asset_class":"other","name":"Hal Lawton","relevance":"medium","symbol":"","type":"person"}],"event_type":"earnings","information_gaps":["The provided text states that fiscal year 2026 financial guidance is reiterated, but it does not include the actual guidance numbers/ranges.","The provided text does not list which specific 8-K Item(s) were filed (e.g., Item 2.02, 7.01) or include the full 8-K exhibit details; only the press-release style content is shown.","No prior-known state is included in the prompt, so the exact \u201cdelta vs prior known state\u201d (what changed from earlier disclosures) cannot be determined from the provided text alone."],"key_facts":["Form 8-K filed for Tractor Supply Company (NASDAQ: TSCO) on April 21, 2026 (document dated April 21, 2026).","First quarter of 2026 net sales increased 3.6% to $3.59 billion from $3.47 billion in the first quarter of 2025.","Comparable store sales increased 0.5% versus a decrease of 0.9% in the prior year\u2019s first quarter.","Comparable average ticket increased 1.6% and comparable average transaction count decreased 1.0%.","Digital sales delivered strong double-digit growth.","Gross profit increased 3.6% to $1.30 billion; gross margin was flat at 36.2%.","SG&A expenses increased 6.1% to $1.07 billion; SG&A as a percent of net sales increased 70 basis points to 29.7%.","Operating income decreased 6.3% to $233.4 million from $249.1 million.","Effective income tax rate was 23.2% versus 21.8% in the first quarter of 2025.","Net income decreased 8.3% to $164.5 million from $179.4 million.","Diluted EPS decreased 7.2% to $0.31 from $0.34.","Company repurchased approximately 2.3 million shares for $118.0 million and paid quarterly cash dividends totaling $126.4 million; total capital returned was $244.4 million in the first quarter of 2026.","Opened 40 new Tractor Supply stores and closed one Petsense by Tractor Supply store in the first quarter of 2026.","Fiscal year 2026 financial outlook: Tractor Supply reiterates financial guidance for fiscal year 2026 initially provided on January 29, 2026 (specific guidance figures not included in provided text).","Conference call scheduled for Tuesday, April 21, 2026 at 10 a.m. ET; webcast at IR.TractorSupply.com; replay available shortly after the call concludes."],"numeric_claims":[{"label":"Q1 2026 net sales","value":"$3.59 billion"},{"label":"Q1 2025 net sales","value":"$3.47 billion"},{"label":"Net sales growth (YoY)","value":"3.6%"},{"label":"Comparable store sales","value":"0.5%"},{"label":"Prior year comparable store sales","value":"-0.9%"},{"label":"Comparable average ticket","value":"1.6%"},{"label":"Comparable average transaction count","value":"-1.0%"},{"label":"Gross profit","value":"$1.30 billion"},{"label":"Gross margin","value":"36.2%"},{"label":"SG&A expenses","value":"$1.07 billion"},{"label":"SG&A as % of net sales","value":"29.7%"},{"label":"SG&A as % of net sales change","value":"+70 basis points"},{"label":"Operating income","value":"$233.4 million"},{"label":"Operating income change (YoY)","value":"-6.3%"},{"label":"Effective income tax rate","value":"23.2%"},{"label":"Prior year effective income tax rate","value":"21.8%"},{"label":"Net income","value":"$164.5 million"},{"label":"Net income change (YoY)","value":"-8.3%"},{"label":"Diluted EPS","value":"$0.31"},{"label":"Prior year diluted EPS","value":"$0.34"},{"label":"Diluted EPS change (YoY)","value":"-7.2%"},{"label":"Share repurchases","value":"~2.3 million shares"},{"label":"Repurchase amount","value":"$118.0 million"},{"label":"Dividends paid","value":"$126.4 million"},{"label":"Total capital returned","value":"$244.4 million"},{"label":"New stores opened","value":"40"},{"label":"Stores closed","value":"1"}],"primary_claim":"TSCO\u2019s first-quarter 2026 net sales increased 3.6% to $3.59 billion, while operating income decreased 6.3% to $233.4 million and diluted EPS decreased 7.2% to $0.31 versus the first quarter of 2025.","relevance_score":0.78,"sentiment":"mixed","source_quality":"high","summary":"Tractor Supply Company (TSCO) filed an 8-K on April 21, 2026 reporting first-quarter 2026 results and reiterating its fiscal year 2026 financial guidance. The filing highlights 3.6% net sales growth, flat gross margin at 36.2%, and lower operating income and EPS versus the prior year quarter.","topics":["8-K filing","first quarter 2026 results","net sales","comparable store sales","digital sales","gross margin","SG&A","operating income","income tax rate","net income","EPS","share repurchases","dividends","store openings/closures","fiscal year 2026 guidance","conference call"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 TRACTOR SUPPLY CO /DE/ \u00b7 Filed 20260421","ticker":"TSCO","tickers":["TSCO"],"title":"TSCO filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/916365/0000916365-26-000020.txt"}}... |