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Tractor Supply10-Q: Digital transformation

Projecting $675M-$725M in 2026 CapEx for expansion and technology upgrades

What happened

Tractor Supply has allocated a significant budget of up to $725 million for 2026 capital expenditures.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Tractor Supply 10-Q

Filing excerpt

Our projected capital expenditures, net of sale-leaseback proceeds, for fiscal 2026 are currently estimated to be in the range of approximately $675 million to $725 million. The capital expenditures include a plan to open approximately 100 Tractor Supply stores, continue Project Fusion remodels and side lot garden center transformations, complete construction of our Nampa, Idaho distribution center, and continue investing in store and digital technology.

sec.gov/Archives/edgar/data/916365/000091636526000024/tsco-20260328.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Digital transformation

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

Fiscal year end
03/28
Filed
May 7, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$725M (High end of projected capital expenditures for fiscal 2026)

Details

CIK
916365
Accession number
0000916365-26-000024
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Multi-year tech investment
Signal category
Strategic

Topics and mentions

Technologies

  • digital technology

Regions named

  • Nampa, Idaho

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
digitalTransformation

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This page shows a preview. The full sec-10q 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/2f133106-1498-4f56-898c-e9dda4ec1146 returns this record as JSON. POST /v1/companies/enrich returns every signal for tractorsupply.com.

{
  "signal_id": "2f133106-1498-4f56-898c-e9dda4ec1146",
  "signal_type": "sec-10q",
  "signal_subtype": "digitalTransformation",
  "detected_at": "2026-05-12T09:24:58.2+00:00",
  "company": {
    "name": "Tractor Supply",
    "domain": "tractorsupply.com"
  },
  "data": {
    "detail": "Tractor Supply has allocated a significant budget of up to $725 million for 2026 capital expenditures. This budget covers opening 100 new stores, remodeling existing ones ('Project Fusion'), completing a new distribution center, and investing in store and digital technology, signaling broad spending opportunities.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "High end of projected capital expenditures for fiscal 2026",
      "dollar_millions": 725
    },
    "summary": "Projecting $675M-$725M in 2026 CapEx for expansion and technology upgrades",
    "excerpts": "Our projected capital expenditures, net of sale-leaseback proceeds, for fiscal 2026 are currently estimated to be in the range of approximately $675 million to $725 million. The capital expenditures include a plan to open approximately 100 Tractor Supply stores, continue Project Fusion remodels and side lot garden center transformations, complete construction of our Nampa, Idaho distribution center, and continue investing in store and digital technology.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/916365/000091636526000024/tsco-20260328.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/28",
    "sales_relevance": "Multi-year tech investment",
    "signal_category": "strategic",
    "regions_mentioned": [
      "Nampa, Idaho"
    ],
    "technologies_mentioned": [
      "digital technology"
    ]
  }
}

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