Aramark · Brief

Next report

16 days

Nov 16 · before openest.Q4 FY26

Expected move

±4.3%implied · report alone

51.6356.29

straddle ±6.3%

spot 53.96exp Nov 20ATM strike 55ATM straddle 4.03IV 38%

Oct 30 closereport share · term structurethin chain

Expected move

—≥ implied

Q3 FY26—▲+8.54%—

quarterimplied−10%0+10%realized×

Q3 FY26—▲+8.54%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 16 report · est.

Bull2 of 3

4tracked funds holding the companyN-PORT · Jul 31 '26

0.41%largest tracked fund weight within a fund's assetsN-PORT · Jun 30 '26

Bear2

13 of 23largest reporting managers reducing their stakes in the latest quarter13F · Jun 30 '26

−9.23%largest reporting managers' change in shares held over the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ARMK report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.