HighGravityDataSigned in · PRO
Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Jan 30, 2025 FY24 Q4 | Apr 24, 2025 FY25 Q1 | Jul 24, 2025 FY25 Q2 | Oct 23, 2025 FY25 Q3 | Jan 29, 2026 FY25 Q4 | Apr 21, 2026 FY26 Q1 | Jul 23, 2026 FY26 Q2 | Oct 22, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2030 | ||||||||
| Life Out Here 2030 strategic initiatives | — | — | — | — | New“remain focused on executing” | — | — | — |
| Life Out Here 2030 strategy opportunities | New“significant opportunities to continue to gain market share in a growing total addressable market” | — | — | — | — | — | — | — |
| For FY2026 | ||||||||
| Net Sales | — | — | — | — | New“4% to 6%” | Reiterated“+4% to +6%” | Lowered“+2.5% to +3.5%” | Reiterated“+2.5% to +3.5%” |
| Comparable Store Sales | — | — | — | — | New“+1% to +3%” | Reiterated“1% to 3%” | Lowered“(1%) to flat” | Reiterated“(1%) to flat” |
| Adjusted Earnings per Diluted Share | — | — | — | — | — | — | New“$1.90 to $2.00” | Reiterated“$1.90 to $2.00” |
| Adjusted Net Income | — | — | — | — | — | — | New“$990 million to $1.05 billion” | Reiterated“$990 million to $1.05 billion” |
| Adjusted Operating Margin Rate | — | — | — | — | — | — | New“8.5% to 8.8%” | Reiterated“8.5% to 8.8%” |
| Diluted EPS | — | — | — | — | New“$2.13 to $2.23” | Reiterated“$2.13 to $2.23” | — | — |
| Earnings per Diluted Share | — | — | — | — | New“$2.13 to $2.23” | Reiterated“$2.13 to $2.23” | Lowered“$1.78 to $1.88” | Reiterated“$1.78 to $1.88” |
| Net Income | — | — | — | — | New“$1.11 billion to $1.17 billion” | Reiterated“$1.11 billion to $1.17 billion” | Lowered“$930 million to $990 million” | Reiterated“$930 million to $990 million” |
| Operating Margin Rate | — | — | — | — | New“9.3% to 9.6%” | Reiterated“9.3% to 9.6%” | Lowered“8.0% to 8.3%” | Reiterated“8.0% to 8.3%” |
| Capital Expenditures, Net of Sale Leaseback Proceeds | — | — | — | — | New“$675 million to $725 million” | — | — | — |
| Distribution center | — | — | — | — | New“completion of its 11th” | — | — | — |
| Garden center transformations | — | — | — | — | New“continuing” | — | — | — |
| New Tractor Supply store openings | — | — | — | — | New“approximately 100” | — | — | — |
| Operating with discipline across economic conditions | — | — | — | — | New“prepared to operate with discipline across a range of economic conditions” | — | — | — |
| Performance over the balance of the year | — | — | — | — | — | — | New“designed to improve performance over the balance of the year” | — |
| Project Fusion remodels | — | — | — | — | New“continuing” | — | — | — |
| Share Repurchases | — | — | — | — | New“$375 million to $450 million” | — | — | — |
| Store and digital technology | — | — | — | — | New“continued investment” | — | — | — |
| Tractor Supply stores to open | — | — | — | — | New“approximately 100” | — | — | — |
| Updated long-term financial framework | — | — | — | — | — | — | New“expects to provide an updated long-term financial framework in conjunction with its fourth quarter 2026 earnings announcement” | — |
| For FY2025 | ||||||||
| Net Sales | New“+5% to +7%” | Widened“+4% to +8%” | Reiterated“+4% to +8%” | Narrowed“+4.6% to +5.6%” | — | — | — | — |
| Net sales growth | — | New“approximately 3% to 4%” | — | — | — | — | — | — |
| Comparable Store Sales | — | — | — | New“+1% to +5%” | — | — | — | — |
| Comparable Store Sales | New“+1% to +3%” | Widened“+0% to +4%” | Reiterated“+0% to +4%” | Narrowed“+1.4% to +2.4%” | — | — | — | — |
| Comparable store sales growth | — | New“flat to up 1%” | — | — | — | — | — | — |
| Earnings per diluted share | — | New“between $0.79 and $0.81” | — | — | — | — | — | — |
| Earnings per Diluted Share | New“$2.10 to $2.22” | Lowered“$2.00 to $2.18” | Reiterated“$2.00 to $2.18” | Narrowed“$2.06 to $2.13” | — | — | — | — |
| Net Income | New“$1.12 billion to $1.18 billion” | Lowered“$1.07 billion to $1.17 billion” | Reiterated“$1.07 billion to $1.17 billion” | Narrowed“$1.09 billion to $1.14 billion” | — | — | — | — |
| Operating margin outlook investments for Life Out Here 2030 strategic initiatives | New“15 to 20 basis points” | — | — | — | — | — | — | — |
| Operating Margin Rate | New“9.6% to 10.0%” | Lowered“9.5% to 9.9%” | Reiterated“9.5% to 9.9%” | Narrowed“9.5% to 9.7%” | — | — | — | — |
| Capital Expenditures, Net of Sale Leaseback Proceeds | New“$650 million to $725 million” | — | — | — | — | — | — | — |
| Distribution center | New“building its 11 th distribution center” | — | — | — | — | — | — | — |
| Garden center transformations | New“continuing” | — | — | — | — | — | — | — |
| Momentum | — | — | New“momentum carrying into the quarter” | — | — | — | — | — |
| New Petsense by Tractor Supply store openings | New“10” | — | — | — | — | — | — | — |
| New Tractor Supply store openings | New“approximately 90” | — | — | — | — | — | — | — |
| Petsense by Tractor Supply stores to open | New“a total of 10 new” | — | — | — | — | — | — | — |
| Project Fusion remodels | New“continuing” | — | — | — | — | — | — | — |
| Sale-leaseback transactions | New“will be in line with the prior year’s transactions” | — | — | — | — | — | — | — |
| Share repurchases | New“$525 million to $600 million” | — | Lowered“in the range of $325 to $375 million” | — | — | — | — | — |
| Tractor Supply stores to open | New“a total of approximately 90” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Comparable store sales growth | — | — | — | — | — | — | — | New“accelerate comparable store sales growth” |
| Operating margins | — | — | — | — | — | — | — | New“restore operating margins” |
| Allivet acquisition | New“unlocking new opportunities for growth” | — | — | — | — | — | — | — |
| Existing initiatives | New“have continued runway for growth” | — | — | — | — | — | — | — |
| Life Out Here 2030 strategic initiatives | — | — | — | New“long-term growth” | — | — | — | — |
| Long-term financial framework | — | — | — | — | — | — | New“withdrawing the long-term financial framework introduced at its December 2024 Investor Day” | — |
| Long-term value for shareholders | — | — | New“deliver long-term value for our shareholders” | — | — | — | — | — |
| Market share gains | — | — | — | — | — | New“continued market share gains” | — | — |
| Market share opportunities | — | New“ready to seize the market share opportunities ahead” | — | — | — | — | — | — |
| Performance profile | — | — | — | — | New“delivering a more consistent performance profile” | — | — | — |
| Shareholder returns | — | — | — | — | — | — | — | New“deliver attractive long-term shareholder returns” |
| Shareholder value | — | New“continue to deliver shareholder value” | — | — | — | — | — | — |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.