Chris Horvers's questions to Tractor Supply Co (TSCO) leadership • Q1 2025
Question
Barath Ra, on for Chris Horvers, inquired about the assumptions for big-ticket sales in the Q2 guide and what factors would drive the company to the high end of its full-year comp sales forecast.
Answer
CEO Hal Lawton stated the Q2 guidance prudently assumes no significant pickup in big-ticket sales but reflects continued strength in consumable categories. He explained they flowed through the current run rates from March and April. He did not specify drivers for the high end of the full-year guide but emphasized a conservative Q2 outlook.