Planet Fitness, Inc. · Brief

Next report

5 days

Nov 5 · before openconfirmedQ3 FY26

Expected move

±9.0%implied · report alone

48.7658.40

straddle ±11.4%

spot 53.58exp Nov 20ATM strike 52.5ATM straddle 7.17IV 70%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−9.51%—

quarterimplied−10%0+10%realized×

Q2 FY26—▼−9.51%—

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

Nov 5 report · confirmed

Bull2

425managers reporting a position in the latest quarterly filings13F · Jun 30 '26

37managers hold most of reported value13F · Jun 30 '26

Bear2 of 4

10 of 22largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

−2.61%change in shares held by the largest reporting managers this quarter13F · Jun 30 '26

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

PLNT report session

No linked exposure.

Oct 22impliedImplied move: ±12.3% into Nov 5 earnings (Oct 22 close).Source

Oct 22report dateEarnings date confirmed: Nov 5, before open.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.