Tractor Supply plans up to 90 stores in 2027

Tractor Supply said on its Oct. 22 earnings call that it plans to open about 85 to 90 stores in 2027, below an earlier target of 100.

The plan would take Tractor Supply’s store count from about 2,500 to nearly 2,600, according to a New York Post report published Oct. 23, while the retailer reallocates spending after closing 75 Petsense locations.

“We continue to see attractive economics from new stores. That has not changed. As discussed last quarter, we expect to moderate new store openings in 2027 to approximately 85 to 90 stores,” Kurt Barton, Tractor Supply’s chief financial officer, said on the earnings call.

The Tennessee-based chain is planning fewer openings than its initial goal because it is putting more emphasis on larger-format stores, the report said. Tractor Supply is an 85-year-old retailer focused on rural lifestyle customers.

Jason Miller, a real estate acquisition and development expert, said in a Substack post cited by the New York Post that Tractor Supply’s standard new-build prototype is about 22,000 square feet. He said several new or recent stores are in “2nd generation” real estate, meaning sites previously used by other retailers.

Miller said about one-quarter of Tractor Supply’s first-quarter 2026 openings used former Big Lots locations after the company acquired 19 leases from the bankrupt retailer in May 2025. One cited site in Lakeland, Florida, was nearly 40,000 square feet, about twice the size of a typical Tractor Supply store.

Tractor Supply is also changing its store mix. “We’ve also decided to move toward a more flexible seasonal garden center format that requires less capital while capturing the most productive selling periods,” Barton said. “In addition, we intend to expand the outdoor recreation and wildlife supplies program to a meaningful number of our stores by the end of next year.”

The company is also expanding digital delivery and final-mile service, the final stage of moving goods to customers, for large items such as chicken coops and fencing materials, the report said. Barton said the final-mile program is expected to handle about 95% of large-item orders by 2030.

The push also covers Buy Online, Pick Up In Store, or BOPIS, which lets web shoppers collect purchases at physical locations. The New York Post cited e-commerce blog Noibu as saying roughly 80% of Tractor Supply’s online orders are picked up in stores.

Tractor Supply’s store-opening target will be measured by the end of 2027, when the company expects about 85 to 90 new locations and a store count moving from about 2,500 toward nearly 2,600. Barton also tied that period to a planned expansion of outdoor recreation and wildlife supplies to a meaningful number of stores.

A later test is set for 2030, when Barton said Tractor Supply’s final-mile program is expected to handle about 95% of large-item orders.

Source: earnings call transcript, Motley Fool, Oct. 22; New York Post report, Oct. 23