Primo Brands Corp · Brief

Next report

5 days

Nov 5 · before openconfirmedQ3 FY26

Expected move

±8.3%implied · report alone

18.1021.38

straddle ±9.7%

spot 19.74exp Nov 20ATM strike 20ATM straddle 2.25IV 59%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▲+8.72%—

quarterimplied−10%0+10%realized×

Q2 FY26—▲+8.72%—

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

Nov 5 report · confirmed

Bull1

383managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

28managers holding four fifths of reported value13F · Jun 30 '26

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

AI captions · Oct 10 '26once per report · top 2 per case

PRMB report session

No linked exposure.

Oct 22impliedImplied move: ±10.5% into Nov 5 earnings (Oct 22 close).Source

Oct 6report dateEarnings date confirmed: Nov 5, before open.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.