| TSCO |
Report |
Comparable Store Sales (Q2 FY26) |
MISS |
pred ~-1.5% vs. cons +0.8% |
MEDIUM |
| TSCO |
Report |
Diluted EPS (Q2 FY26) |
MISS |
pred ~$0.78 vs. cons $0.84 |
MEDIUM |
| TSCO |
Report |
Net Sales / Revenue (Q2 FY26) |
MISS |
pred ~$4.50B vs. cons $4.60B |
MEDIUM |
| TSCO |
Guide |
FY2026 EPS Guidance |
LOWER |
guide ~$1.95-$2.00 vs. cons/prior guide $2.13-$2.23 (FY2026) |
HIGH |
| TSCO |
Guide |
FY2026 Comparable Sales Guidance |
LOWER |
guide ~0%-1% vs. prior guide/cons +1% to +3% (FY2026) |
MEDIUM |
| TSCO |
Guide |
H2 FY2026 Gross Margin / Operating Margin commentary |
LOWER |
guide ~9.0%-9.3% operating margin vs. prior guide/cons 9.3%-9.6% (FY2026) |
LOW |
| TSCO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| TSCO |
Return |
5-day cumulative residual |
-7.5% (FOLLOW-THROUGH) |
A guidance reset (FY26 EPS cut toward ~$1.90-$2.00 and comp guide trimmed) confirms the bear case that sell-side models (Wolfe, BofA, UBS, TD Cowen) had already flagged, but 'official' consensus (Zacks/StockStory ~$0.84 EPS, ~$4.6B revenue) still needs to catch down over the following days as analysts publish post-print model updates and further PT cuts, mechanically dragging out-period (Q3/Q4 FY26) EPS and comp estimates lower even if Q2 itself is roughly in line with the already-bearish whisper numbers. This estimate-revision drag, plus continued negative pet-category and traffic data, argues for continued downside pressure (follow-through) rather than an immediate 'kitchen-sink' relief bounce, though the magnitude of follow-through is tempered by how much bad news (40%+ decline, Strong Sell rank, $38 avg PT still above spot) is already priced in. |
LOW |