Tractor Supply

Tractor Supply partners with Instacart for same-day delivery

Tractor Supply has partnered with Instacart to offer same-day delivery from more than 2,400 stores, with deliveries available in as fast as an hour, according to a July 14 announcement. The service will bring everyday essentials — including pet food, farm feed, ranch products, garden supplies, tools and hardware — to rural customers. The move complements Tractor Supply’s broader final-mile strategy, which includes delivery hubs and employee-led delivery for bulk items, and adds to the retailer’s existing fast-delivery partnership with DoorDash. Instacart said its marketplace hosts more than 2,200 national and local retail banners, and recent partners include Ace Hardware and 1-800-Flowers.com.

Tractor Supply Q2 Misses Expectations, Lowers Outlook

Tractor Supply reported disappointing Q2 results and lowered its full-year outlook on July 23, 2026. Net sales rose just over 2% to $4.5 billion while comparable-store sales fell 1.5%; gross margin improved to 37.1% and net income declined more than 16% to $360.7 million. The company narrowed its 2026 net sales guidance to +2.5%–3.5% and cut maximum net income guidance to $990 million. Tractor Supply said weather and drought in key Southeastern markets hurt sales, its pet business underperformed, and it faces competitive pressure from Amazon and Walmart. The company will close about 75 underperforming Petsense stores and reduce planned Tractor Supply openings for 2027 to 85–90, reallocating savings to last-mile delivery and store remodels.

Tractor Supply Uses AI to Scale Last‑Mile Delivery

Tractor Supply is using artificial intelligence to scale and improve its last‑mile delivery operations, the company’s vice president of final mile, Kyle Langley, said at Home Delivery World 2026. The retailer began expanding its private fleet in early 2025 and has established delivery hubs and workflows that ask territory managers to build routes using AI tools, allowing drivers to focus on customer service. Increased delivery volume (a double‑digit year‑over‑year rise for the quarter ended March 28) created operational challenges including inbound customer calls and unpredictable stop durations for bulky items. Tractor Supply moved away from automating inbound call volume and instead is leveraging AI to surface better information for store teams. The company is also developing AI‑powered stop‑time estimates to increase predictability at the address and market levels.