Let’s dig into the relative performance of Tractor Supply (NASDAQ: TSCO) and its peers as we unravel the now-completed Q1 consumer retail earnings season.
Consumer retail companies operate the brick-and-mortar stores where consumers have shopped for centuries. The way people shop is changing with increased penetration of technology, but these retailers are adapting and still very much a part of the consumer fabric.
The 52 consumer retail stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.
Thankfully, share prices of the companies have been resilient as they are up 8.8% on average since the latest earnings results.
Tractor Supply (NASDAQ: TSCO)
Started as a mail-order tractor parts business, Tractor Supply (NASDAQ: TSCO) is a retailer of general goods such as agricultural supplies, hardware, and pet food for the rural consumer.
Tractor Supply reported revenues of $3.59 billion, up 3.6% year on year. This print fell short of analysts’ expectations by 1.1%. Overall, it was a slower quarter for the company with a significant miss of analysts’ EPS estimates and gross margin in line with analysts’ estimates.
The market seems disappointed with the results as the stock is down 32.6% since reporting and currently trades at $30.22.
Read our full report on Tractor Supply here, it’s free.
Best Q1: CarMax (NYSE: KMX)
Known for its transparent, customer-centric approach and wide selection of vehicles, Carmax (NYSE: KMX) is the largest automotive retailer in the United States.
CarMax reported revenues of $8.01 billion, up 6.2% year on year, outperforming analysts’ expectations by 8.2%. The business had a stunning quarter with a beat of analysts’ EPS estimates.
The market seems happy with the results as the stock is up 5.1% since reporting. It currently trades at $54.22.
Is now the time to buy CarMax? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Monro (NASDAQ: MNRO)
Started as a single location in Rochester, New York, Monro (NASDAQ: MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.
Monro reported revenues of $273.8 million, down 7.2% year on year, falling short of analysts’ expectations by 3.5%. It was a disappointing quarter as it posted a significant miss of analysts’ EPS estimates.
The stock is flat since the results and currently trades at $16.51.
Read our full analysis of Monro’s results here.
AutoZone (NYSE: AZO)
Aiming to be a one-stop shop for the DIY customer, AutoZone (NYSE: AZO) is an auto parts and accessories retailer that sells everything from car batteries to windshield wiper fluid to brake pads.
AutoZone reported revenues of $4.84 billion, up 8.4% year on year. This print came in 0.6% below analysts’ expectations. Overall, it was a mixed quarter for the company.
The stock is down 9.6% since reporting and currently trades at $3,081.
Read our full, actionable report on AutoZone here, it’s free.
Macy's (NYSE: M)
With a storied history that began with its 1858 founding, Macy’s (NYSE: M) is a department store chain that sells clothing, cosmetics, accessories, and home goods.
Macy's reported revenues of $4.89 billion, up 2.1% year on year. This number surpassed analysts’ expectations by 1.5%. Overall, it was a very strong quarter as it also logged a beat of analysts’ EPS and gross margin estimates.
The stock is up 5.1% since reporting and currently trades at $22.77.
Read our full, actionable report on Macy's here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
