TSCO
Specialty Retail · Consumer Cyclical
Analyst
Guggenheim Securities
Equibles does not estimate personal net worth.
Stephen Forbes is recorded as Analyst at Guggenheim Securities. Stephen Forbes has spoken on 23 earnings calls across 13 companies, most recently for Floor & Decor Holdings, Inc. on October 29, 2026. Those appearances were for Tractor Supply Co (TSCO), Neighborhood Intelligence, Inc. (NXH), Floor & Decor Holdings, Inc. (FND), Best Buy Co Inc (BBY), SharkNinja, Inc. (SN) and 8 other companies. The companies whose calls Stephen Forbes spoke on are classified in the Consumer Cyclical and Industrials sectors.
“Brad, given the planned moderation and new store growth for 2027 and some of the initiatives you talked about earlier this year around reduced DC to store lead times, I was curious if you can maybe give us a first look or early look on any merchandising initiatives Do you have a plan for 27 to drive mature store…”
“Kruthi, maybe just a question around gifting. Curious if you can highlight some of the key attributes that you're hoping the gifting assistant is going to solve or address, including any friction points for the consumer.”
“John, maybe just a clarification around the special incentive payment. It sort of sounds like that may have been more retention focused. So maybe curious of your thoughts there.”
“So, Matt, you mentioned sort of the moderation in treat sales during the quarter, I guess, at a more accelerated pace than consumables. Is there a way to frame up for the group here on sort of what percentage of consumables is treats or what you would consider to be more discretionary?”
“Your line is open please go ahead morning corey jason corey you mentioned 21 business to business segment growth in the quarter so curious if you maybe expand on what's driving that and then maybe more importantly how that's impacted the full year impact and and how you know that you know the growth strength has sort…”
Guggenheim Securities
Analyst
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TSCO
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