What Tractor Supply's FY2025 10-K says: 12 signals
Tractor Supply filed its latest 10-K with the SEC on Feb 19, 2026. It discusses margin pressure, data investment and acquisition completed.
Public (TSCO)Farming10,000+ employeestractorsupply.comLinkedIn
- Filed
- Feb 19, 2026
- Period
- FY2025
- Fiscal year end
- 12/27
- Filings
- 1
10-K · latest 10
What Tractor Supply's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/27 · 12 signals
$135M
Acquisition purchase price for Allivet
Inventory shrinkage represents a material risk, with a 10% change impacting net income by $4.7M.
The company quantifies that a 10% change in its inventory shrinkage reserve would impact net income by $4.7 million, highlighting that inventory loss is a significant financial concern.
$4.7M
Net income impact from a 10% change in inventory shrinkage reserve
10%
Change in shrinkage reserve
Facing increased compliance costs from new California climate disclosure regulations.
New California laws (Climate Corporate Data Accountability Act, Climate-Related Financial Risk Act) will impose significant disclosure obligations, increasing compliance burdens and costs.
Acquired online pet pharmacy Allivet for $135M to expand digital footprint.
$135M
Acquisition purchase price for Allivet
Operating margin declined 41 basis points in fiscal 2025 due to rising costs.
Operating margin compressed from 9.9% to 9.5% year-over-year, indicating significant pressure on profitability.
-41%
Decrease in operating margin as a percentage of net sales
Tractor Supply completes $135M acquisition of Allivet, flagging integration risks.
The $135M cash acquisition of online pet pharmacy Allivet marks a major entry into a new digital market.
$135M
acquisition price for Allivet
The company is focused on evolving the customer experience by furthering digital capabilities, digitizing business processes, and leveraging technology like mobile POS and communication devices in stores.
mobile point-of-sale
Prioritizing customer data collection and usage for personalization amidst privacy regulations.
The company identifies the ability to collect, use, and protect customer data as critical for delivering the personalized experiences customers expect.
Ongoing multi-year project to remodel existing stores and 'Side Lot' spaces.
The company is in the middle of a major, multi-year capital investment to remodel its entire store base and expand its 'Side Lot' garden centers.
Self-insurance reserve volatility poses a $12M risk to annual net income.
The company quantifies that a 10% change in its self-insurance reserves for workers' compensation and general liability would impact net income by $12 million.
$12M
Potential impact to net income from a 10% change in self-insurance reserves
10%
Change in self-insurance reserves
Showing 10 of 12 filing signals. The Signal API returns all of them.
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-d '{"domain":"tractorsupply.com","signal_types":["sec-10k"],"limit":20}'Same industry
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Questions about Tractor Supply 10-K
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .