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Tractor Supply10-K: Inventory issue

Inventory shrinkage represents a material risk, with a 10% change impacting net income by $4.7M.

What happened

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.

Source

SEC EDGARFeb 19, 2026

Annual report (Form 10-K)

Tractor Supply 10-K for FY2025

Filing excerpt

A 10% change in our shrinkage reserve as of December 27, 2025 would have affected net income by approximately $4.7 million in fiscal 2025.

sec.gov/Archives/edgar/data/916365/000091636526000014/tsco-20251227.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Inventory issue

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/27
Filed
Feb 19, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$4.7M (Net income impact from a 10% change in inventory shrinkage reserve)
Percent
10% (Change in shrinkage reserve)

Details

CIK
916365
Accession number
0000916365-26-000014
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
inventoryIssue

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0953f96e-2783-48e9-b485-6f7378587ce2 returns this record as JSON. POST /v1/companies/enrich returns every signal for tractorsupply.com.

{
  "signal_id": "0953f96e-2783-48e9-b485-6f7378587ce2",
  "signal_type": "sec-10k",
  "signal_subtype": "inventoryIssue",
  "detected_at": "2026-02-24T09:27:04.808+00:00",
  "company": {
    "name": "Tractor Supply",
    "domain": "tractorsupply.com"
  },
  "data": {
    "detail": "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. This creates an opportunity for vendors providing loss prevention, asset protection analytics, and inventory management technologies.",
    "metrics": {
      "pct": 0.1,
      "timeframe": "current_year",
      "pct_context": "Change in shrinkage reserve",
      "dollar_context": "Net income impact from a 10% change in inventory shrinkage reserve",
      "dollar_millions": 4.7
    },
    "summary": "Inventory shrinkage represents a material risk, with a 10% change impacting net income by $4.7M.",
    "excerpts": "A 10% change in our shrinkage reserve as of December 27, 2025 would have affected net income by approximately $4.7 million in fiscal 2025.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/916365/000091636526000014/tsco-20251227.htm",
    "filing_date": "2026-02-19",
    "filing_year": 2026,
    "fiscal_year_end": "12/27",
    "sales_relevance": "Supply chain tools needed",
    "signal_category": "financial"
  }
}

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