Playboy, Inc. · Brief

Next report

11 days

Nov 11 · after closeest.Q3 FY26

Expected move

No implied move.

—≥ implied

Q2 FY26±23.5%▲+15.25%×0.65

quarterimplied−25%0+25%realized×

Q2 FY26±23.5%▲+15.25%×0.65

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

Nov 11 report · est.

Bull2

84managers reporting a position in the latest quarterly filings13F · Jun 30 '26

8disclosed supplier and customer ties in SEC filingsSEC filings

Bear2

7 of 21of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

7managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

PLBY report session

No linked exposure.

Oct 288-KMaterial agreement: Backstop Agreement with The Million S.a.r.l.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.