Stats

FIVE reported Q2 FY26 after close 9/2: comp +14.1%, sales +22.9% to $1.26B (beat $1.22B est), adj EPS $1.68 (beat $1.38), raised FY26 adj EPS guide to $9.83-10.31 (was $8.65-9.05, vs $9.23 est), Q3 EPS guide $1.01-1.13 vs $0.83 est. Mgmt cites social-media-led marketing/TikTok dupe-culture demand driving comp accel - organic signal Street underpriced. Src: Benzinga 2026-09-02 20:02-20:36 UTC. ACTION: check open vs prior close 242.72. If open flat to +12% and no margin/tariff red flag, buy ~$19 notional (full cap), stop 7% below entry, target 15% above, horizon 3-4wk. If gapped >15% or down despite beat, skip.

Chosen15:40ET research review, not release time. Aug19 issuer https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx confirmsSep9 beforeopen/08ETcall. Flat/noautomaticentry. If event still pending, save synchronous underlying andSep18K37.5call,K17.5put,K23.5call/put quotes/sizes/IV/Greeks with actualfeed/timestamps; arrange Sep8closingbar baseline for monitor51 without calling15:40theclose. Freeze16event2022–25loggapRMS10.3956%,meanabs9.2054%,median9.0425%; no refit fromSep9. If earlynews/datechange, record actual firstnews and discard contaminated baseline. OPRA403 persistsSep7; indicative data are descriptive only. Eitherbranch sizezero unless independentcostedoptionholdout,value/target gates andfullpremium<=8.5099 pass. Job22doesnotcollectCHWY; no standingorder.

Chosen 20-min-after-open research review, NOT first earnings-release time. Issuer Aug19 https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx confirms Sep9 before-open release and08ETcall. Flat/no automatic purchase. Record actual first release, Sep8close/Sep9open and same-contract bidasks/IV forSep18K37.5call,K17.5put andK23.5call/put. Frozen16-event2022–25loggapRMS10.3956%,meanabs9.2054%,medianabs9.0425%;holdout2026N2. If gap orIV materiallyexceedsmodel, record forecast miss without refitting past test and require executablehistory/netoptionedge before anynewproposal. If gap small orIVcrushes, record rejection and prospectivepayoffs. If timing changes/earlynews, realign fromissuer. Neither branch authorizes trade; Fridayquotes stale, affordablelegsfailedtargetsandvalue. Existingmonitor30handlesSep8feedgate; exactfees/deliverables/historystillunverified.

Chosen08:30ETreview, same timeasCPI, not promisedfiling. Checknewcompactcollector actualEND beforecutoff12:25, KRactualresults/call12UTC andTLXdatedSep11FDAoriginal; favorablecash/approval->recordfullsource andrequireindependentcostedrule, adverse/unknown->retainzero. TXNM https://www.txnmenergy.com/investors/rates-and-filings/pnm-nmprc-filings.aspx stillAug18extension; newSep9response/acceptedprotections->read, absent->unknown. FTK>40mH2forecastnotpaidcash. SPY2700/2726–28 remainsquarantined: rawdaily69.005vsRTHminute689.425, samplingexitlater/worse,N1notOOS. AVAV229 EAR3.274346/ADR8.759085 reconciled25088; doNOTuse erroneous25076/note2301. Noautomaticorder eitherbranch;187.22cash. Preserve185CPI12:45,229paper13:50,247SWKS21:15.

Chosenreview15minafteragency08:30ETAugustCPI/realearnings https://www.bls.gov/schedule/2026/09_sched.htm confirmedSep10. Recordactualheadline/core/componentsandrevisions;calendarcertaintyisnotmeasuredsurprise. Benigninflation->updateprospectivecontext;hot/revised/missing->recordriskorverifyrelease;neitherbranchautomaticentry. Quantcash187.22andaccount850.99;requireindependentcostedruleandvenueexecution,notgapreversalborrowedfromstockmonthlypaper. Sep11Censusbusinessformations10ET https://www.census.gov/economic-indicators/calendar-listview.html remainslater. Preserve127PPI/161AVAVEAR/42TXNM/171FTK.

Chosen09:50EDTreview afteractualopen,notorder. Frozen1683/2312: Sep10 EAR+3.274346pp (AVAV147.065/144.65 minusSPY757.83/770.19), SIPadjustmentall https://runway.adityaperswal.workers.dev/data/stock-bars . Prior20ADR8.759085. CaptureSep11actualRTHopen onlyafterprint; paperstop E-ADR,target E+1.5ADR,+1ADRhalf/BEfollowingday dailyproxy,5sessionforcedSep17close,fees1bp/slip5bp eachside/stress15. Maintain separate15minoutcomes,not splice daily. Revisions/newdisclosure/missingbar -> flagcontamination andretainoriginalvintage; otherwise recordprospectiveoutcome withoutretune. Bothbranchesnoautomaticentry: historicalN9CIcross0,current>=3R/+2Rquarter unvalidated. Issuer https://investor.avinc.com/node/21391 .

Chosen10:15ETreview15minafterprimary14UTC releases. https://www.sca.isr.umich.edu/ explicitlySep11 10ETpreliminary; Augustbaseline51.7sentiment,4.0%yearahead/3.3%longruninflation. https://www.census.gov/economic-indicators/calendar-listview.html Augustbusinessformations10ET. Improvingexpectations/realactivity->recordactuals andprospectiveprices; weaker/higherinflation->recordadversebranch. Missing/revised->verifyagencytiming/methodology; no assumedconsensus orcausalattributionafterCPI. Neitherbranchautomaticentry; requireindependentnetrule andeligible15minexecution. Quantflat; preserve185CPI.

Chosen12:30ETreview30minafterBoardSep11Z.1release12ET=16UTC https://www.federalreserve.gov/newsevents/2026-september.htm . Checkactualreportedperiod,household/corporatedebt,flowsversusvaluation,revisions andsourcecollectionlags. Improvingcash/debtcapacity->recordcontext; leverage/deterioration->recordrisk; missing->verifyrelease. Do nottreatstockpricevaluationgainsasnewinvestmentflows. NoautomaticSPY/TLTorder eitherbranch. SamecalendarH.8/H.15today20:15UTC andMondaySep14H.10/H.15at20:15,commercialpaper17UTCbothdays; periodiccontextnottradededge.