Catalyst Calendar

Every dated catalyst across every ticker we cover. Earnings, product launches, the moments the trade resolves. Subscribers get the read within 24 hours of each event.

Date	Days out	Ticker	Catalyst	Importance	What to watch
May 29, 2026	+1d	$PINS	Securities fraud class action — lead plaintiff deadline	High	Whether a major institutional investor steps in as lead plaintiff. Institutional involvement raises settlement probability and overhang duration.
Jun 2, 2026	+5d	$GPRO	Annual Shareholder Meeting	High	Reverse stock split proposal (NASDAQ compliance), Woodman strategic-review update, sale-process Q&A.
Jun 4, 2026	+7d	$LULU	Q1 FY26 earnings	High	Did rev beat $2.40-2.43B guide? Americas comp vs -1-3% guide. Tone of interim co-CEOs.
Jun 8, 2026	+11d	$RBLX	DevEx rate increase + Roblox Kids/Select launch	Critical	Clean June launches (no major safety incidents, no developer backlash, verification completions accelerating).
Jun 10, 2026	+13d	$CHWY	Q1 FY2026 earnings (EPS guide $0.40-$0.45)	Critical	Active customer count inflection. Net adds positive for first time since 2022 = bull signal. NSPAC trajectory above $565.
Jun 15, 2026	+18d	$ELF	Tariff refund / price rollback announcement (estimated)	Medium	Whether ELF passes tariff savings back to consumers or pockets margin. Speed of rollback signals inventory confidence.
Jun 23, 2026	+26d	$CHWY	Derivative lawsuit settlement hearing	Medium	Final approval of shareholder derivative settlement. Clean resolution removes overhang. Complications extend legal uncertainty.
Jun 30, 2026	+33d	$GPRO	Farallon covenant test	High	Default trigger or covenant renegotiation. Either path is material to equity outcome.
Jun 30, 2026	+33d	$WING	Club Wingstop national launch	Critical	Enrollment rate at scale (vs 50% pilot), frequency lift (vs 7% pilot), reactivation of lapsed users (vs 2x pilot).
Jun 30, 2026	+33d	$WHR	Whirlpool India stake reduction deadline (H1 2026 target)	High	Completion of remaining ~$254M India stake sale. Proceeds for debt paydown.
Jul 27, 2026	+60d	$WHR	Q2 2026 earnings — THE DECIDER	Critical	NA EBIT margin recovery from zero. Above 3% = price increase sticking + tariff advantage real. Below 2% = housing overpowering.
Jul 30, 2026	+63d	$RBLX	Q2 2026 earnings	Critical	Age verification completion rate (55/60/65%) + bookings trajectory vs reduced guide. Both improving = rerate.
Jul 30, 2026	+63d	$WING	Q2 2026 earnings — THE DECIDER	Critical	SSS trajectory vs management mid-single-digit decline guide. Trendline extrapolation says -14%. Gap = thesis.
Jul 30, 2026	+63d	$SHAK	Q2 2026 earnings — THE DECIDER	Critical	First comp inflection signal post-Q1 28% drop. Same-Shack sales hold +3-5% guide. Restaurant-level margins stabilize above 22%. Beef inflation moderation commentary.
Aug 4, 2026	+68d	$PINS	Q2 2026 earnings — THE DECIDER	Critical	Revenue vs $1.153B guidance ceiling. Whether management raises FY outlook. Ad-load disclosure (did impressions grow faster or slower than 55%?). First tvScientific CTV revenue contribution disclosure.
Aug 5, 2026	+69d	$ELF	Q1 FY27 earnings — THE DECIDER	Critical	First full quarter annualizing Rhode impact. Revenue guide vs $2.3B FY target. Gross margin trajectory (was 71% pre-Rhode, now 65%). Oakland HQ attrition stabilizing or accelerating.
Aug 5, 2026	+69d	$DKNG	Q2 FY26 earnings — THE DECIDER	Critical	EBITDA guidance raised (prediction markets tracking ahead + NFL pre-season bookings) = bull. Guidance maintained or lowered = bear case confirmed. Revenue growth trajectory vs 1.5pp/quarter deceleration.
Aug 6, 2026	+70d	$LCID	Q2 FY26 earnings + Napoli's first strategic update	Critical	Reinstated production guide ≥20K units, gross margin >-80%, Napoli's tone on margin-curve playbook. Single most important data point.
Aug 6, 2026	+70d	$BMBL	Q2 2026 earnings	High	Paying user trajectory (stable vs. continued decline). ARPPU sustainability. Bumble 2.0 readiness commentary.
Aug 6, 2026	+70d	$COTY	Q4 FY26 earnings + FY27 guide reinstatement	Critical	Does Strobel reinstate FY27 EBITDA guidance? Consumer Beauty strategic review outcome. Any successor announcement.
Aug 6, 2026	+70d	$PLNT	Q2 2026 earnings (first marketing-reset signal)	Critical	Net new member adds vs ~400K baseline for a non-January quarter. SSS direction vs the 0.8pp/quarter deceleration. Any update on Black Card pricing.
Aug 6, 2026	+70d	$JACK	Q3 FY26 earnings + 2019-1 Notes refinancing window	Critical	SSS improvement toward -1% to flat under King's first full quarter; refinancing of the 2019-1 securitized notes completed or materially advanced. Two tests of the thesis land on the same calendar page.
Aug 7, 2026	+71d	$PTON	Q4 FY26 earnings	High	FY27 guidance language. "Subscriber growth in second half of FY27" without qualifiers = bull signal.
Aug 11, 2026	+75d	$CELH	Q2 2026 earnings — THE DECIDER	Critical	First full-quarter Alani Nu-in-PepsiCo distribution print. Core CELSIUS growth ≥8% and gross margin ≥49.5% = path to $40+. Core <5% and flat margins = $25-28 floor.
Aug 12, 2026	+76d	$GPRO	Q2 2026 earnings	Critical	Gross margin recovery from 4.3% toward 20s = muddle scenario credible. Below 10% = runway collapse.
Aug 15, 2026	+79d	$WHR	Competitor import inventory depletion (estimated)	High	Asian preloaded inventory expected exhausted by mid-summer. If LG/Samsung raise prices, WHR pricing power confirmed.
Aug 31, 2026	+95d	$PLNT	Summer Pass conversion deadline (teen-to-paying)	Medium	How many free teen members converted to paying memberships after Aug 31. Pipeline read into Q3 net adds.
Sep 4, 2026	+99d	$LULU	Q2 FY26 earnings (final under interim co-CEOs)	Medium	Last quarter under Frank/Maestrini. Transition language, any pre-handoff strategic preview.
Sep 7, 2026	+102d	$DKNG	NFL season kickoff (handle catalyst)	High	DraftKings generates ~40% of annual handle from football. Q3 sportsbook revenue re-acceleration to 20%+ YoY = deceleration thesis breaks. 15% or below = market prices sub-10% 2027 growth.
Sep 8, 2026	+103d	$LULU	Heidi O'Neill becomes CEO	High	Day-one statement tone. "Reset with cash and confidence" = build to full size. "Continuity with a fresh face" = hold at 1%.
Sep 10, 2026	+105d	$CHWY	Modern Animal acquisition close (estimated Q2 FY2026)	High	Integration timeline and vet clinic expansion plan. Accelerated rollout = Chewy Health optionality real. Delays = capital allocation concern.
Sep 15, 2026	+110d	$ELF	Rhode Sephora Europe launch (19 countries, estimated)	High	Cannibalization data from shared Sephora shelf space. Does Rhode pull from ELF or from legacy brands? Early sell-through rates.
Sep 15, 2026	+110d	$SHAK	Loyalty program launch (H2 2026)	High	Retention and CAC test. First major fast-casual loyalty rollout for SHAK. Frequency lift even 2-3% on SSS validates Project Catalyst thesis.
Sep 15, 2026	+110d	$JACK	Mark King first strategic initiative (estimated window)	Medium	Whether King's first signature move echoes the Taco Bell playbook (new value platform, signature menu item, cultural marketing campaign) versus another "stabilization" plan. The Taco Bell signal would validate the transfer.
Sep 30, 2026	+125d	$GPRO	NASDAQ compliance deadline / strategic-sale window	Critical	Reverse split executed or stock above $1 for 10 days OR delisting / Houlihan Lokey announces sale. The decider.
Sep 30, 2026	+125d	$CELH	Kirkland Signature share-data read (Circana/IRI)	Medium	First scanner-data quarter showing whether $0.45/can Kirkland is taking share from CELSIUS at Costco (~10% of revenue). Brand-driven category thesis tested.
Sep 30, 2026	+125d	$PINS	15% workforce restructuring completion	High	Confirmation that the 700-person restructuring is complete on schedule, plus any commentary on AI hiring offset and product roadmap stability.
Oct 1, 2026	+126d	$WHR	Housing market inflection watch	Medium	Existing home sales data + mortgage rate trajectory. 4.5M+ annual pace = demand recovery signal.
Oct 15, 2026	+140d	$PTON	Lower-priced hardware launch (estimated)	High	Price point. $999-1,499 = structural answer to Caldwell AMA. $1,995+ = Cross Training repeat.
Oct 29, 2026	+154d	$RBLX	Q3 2026 earnings	High	First full quarter post-Kids launch. Holiday quarter setup.
Oct 29, 2026	+154d	$WING	Q3 2026 earnings	High	First quarter with full Club Wingstop rollout. SSS inflection signal.
Oct 29, 2026	+154d	$SHAK	Q3 2026 earnings	High	Loyalty traction read-through. First full quarter with the program live. Same-Shack sales sustainability beyond Q2.
Nov 1, 2026	+157d	$WHR	$516M bond maturity — critical refinancing event	Critical	Must refinance at junk rates or use India proceeds + FCF. Clean refinancing = worst priced in. Dilutive = downside extends.
Nov 5, 2026	+161d	$ELF	Q2 FY27 earnings	High	Rhode Europe launch impact on US comps. Naturium integration progress. Supply chain diversification milestones (China exit %).
Nov 5, 2026	+161d	$BMBL	Q3 2026 earnings	Medium	Last data point before 2.0 beta. Holiday-quarter user trends.
Nov 5, 2026	+161d	$COTY	Q1 FY27 earnings (first full quarter under permanent CEO)	High	Whether Strobel commits to a Gucci replacement strategy (new licenses, M&A, internal brand build).
Nov 5, 2026	+161d	$CELH	Q3 2026 earnings — margin recovery test	Critical	Management-guided "low-50s" gross margin window. NC plant line 2 online late 2026. Synergy capture vs $50M run-rate target. First full quarter with Kirkland competition data.
Nov 5, 2026	+161d	$PLNT	Q3 2026 earnings — THE DECIDER	Critical	Summer Pass conversion data. First full quarter of the marketing reset. Any FTC click-to-cancel enforcement impact. Member-add inflection vs continued decline.
Nov 5, 2026	+161d	$JACK	Q4 FY26 / FY26 full-year earnings	High	Positive SSS momentum and FY27 guidance signaling growth returning. Evidence of a new value platform, signature menu item, or cultural marketing under King — the Taco Bell playbook signatures.
Nov 5, 2026	+161d	$PINS	Q3 2026 earnings (first full post-restructuring quarter)	Critical	ARPU expansion AND user growth sustaining above 10%. Whether AI pivot produced measurable product improvements (ad targeting, reduced AI-content spam, retention). Rest-of-World ARPU inflection — the $639M lift case requires it to start.
Nov 5, 2026	+161d	$DKNG	Q3 FY26 earnings (first full NFL quarter)	Critical	NFL-season revenue trajectory. Prediction markets GGR disclosure. G&A expense trajectory vs $303M FY25 base. Illinois surcharge impact on user retention.
Nov 6, 2026	+162d	$PTON	Q1 FY27 earnings	Medium	Early subscriber inflection (20-25% probability of partial). Continued churn improvement.
Nov 27, 2026	+183d	$PINS	Black Friday / Cyber Monday holiday ad cycle	Medium	Whether Pinterest's purchase-intent positioning captures incremental holiday retail ad spend amid lingering tariff uncertainty. Bull narrative needs holiday strength to support Q4 print.
Dec 4, 2026	+190d	$LULU	Q3 FY26 earnings (O'Neill's first commentary)	High	NA comp trend. Marketing-spend reset. Any explicit reset of Quality Promise / Guest Education process (would signal BBB inbox being addressed).
Dec 15, 2026	+201d	$LCID	Nuro robotaxi commercial launch (SF Bay Area, target)	High	Whether the 35,000-vehicle Uber/Nuro program ships passengers on time. Re-prices the option value.
Dec 15, 2026	+201d	$BMBL	Bumble 2.0 beta launch (select markets) — THE DECIDER	Critical	New-user activation rate, first-week churn, reception in r/Bumble and TikTok. Confused users = bear; resonance = bull.
Dec 15, 2026	+201d	$PLNT	Black Card pricing resumption window (estimated)	High	Any announcement that the paused $24.99 -> $29.99 Black Card price increase resumes. The single largest near-term revenue catalyst in the model.
Dec 31, 2026	+217d	$CELH	NC manufacturing line 2 online (estimated)	High	Second North Carolina manufacturing line activation. Unit-cost step-down should support margin recovery into 2027. Delays signal integration strain.
Jan 15, 2027	+232d	$CHWY	California antitrust trial (Packaged Facts/market definition)	High	Ruling on online pet retail market definition. Narrow market definition = monopoly risk. Broad definition = dismissed.
Jan 28, 2027	+245d	$WHR	Q4 2026 / FY2026 earnings	High	Full-year margin recovery verdict. Did ~4% EBIT guide hold? Dividend reinstatement commentary.
Feb 4, 2027	+252d	$ELF	Q3 FY27 earnings (holiday quarter)	High	Holiday sell-through. Gen-Z wallet share vs Rhode/Rare Beauty. Glassdoor trend (Oakland HQ morale as leading indicator).
Feb 4, 2027	+252d	$COTY	Q2 FY27 earnings (one-year anniversary of guidance withdrawal)	Critical	Operating leverage recovery. Cash flow. Any monetization signal for Consumer Beauty.
Feb 4, 2027	+252d	$JACK	Q1 FY27 earnings — THE DECIDER (lapping -6.7% trough)	Critical	First chance to beat the easiest comp in the dataset (Q1 FY26 trough of -6.7%). If SSS can't turn positive against this, the turnaround thesis has failed regardless of the income statement.
Feb 5, 2027	+253d	$PTON	Q2 FY27 — THE DECIDER	Critical	First realistic shot at YoY+ subscribers. Base-case probability 45-50%.
Feb 12, 2027	+260d	$RBLX	Q4 2026 earnings — THE DECIDER	Critical	Full-year bookings vs the cut guide. Holiday DAU growth. Legal-overhang accrual trajectory.
Feb 12, 2027	+260d	$DKNG	Q4 FY26 / FY26 earnings — full-year verdict	High	Full-year EBITDA vs $700-900M guide. Prediction markets TAM validation. State expansion (Georgia, Oklahoma). Tax landscape evolution across states.
Feb 15, 2027	+263d	$SHAK	Q4 2026 / FY26 earnings — full year verdict	Critical	Full-year turnaround verdict. Did SSS hold positive through Q4? Restaurant-level margin recovery vs 22.6% FY25 base. Loyalty program adoption metrics. FY27 guidance language on unit growth.
Feb 15, 2027	+263d	$JACK	2022-1 Notes refinancing window	Critical	Second of the two securitized note tranches (2019-1 was the first in Aug 2026). Refinancing execution materially affects cap structure and equity risk profile.
Feb 19, 2027	+267d	$LCID	Q4 FY26 earnings (Napoli's first full year)	High	Full-year production print vs reinstated guide. Margin trajectory. AMP-2 Saudi facility readiness for Midsize.
Feb 25, 2027	+273d	$BMBL	Q4 2026 earnings (Bumble 2.0 first metrics)	Critical	First quarter with Bumble 2.0 beta data. Paying user inflection or continued decline.
Feb 25, 2027	+273d	$WING	Q4 2026 earnings (full-year reset)	High	2027 guidance language. Multiple expansion vs structural reset.
Feb 25, 2027	+273d	$CELH	Q4 2026 / FY26 earnings — full-year verdict	High	Full-year gross margin back in low-50s? Core CELSIUS growth re-accelerating on international expansion (Spain via Suntory) or stalled in mid-single digits? Alani Nu growth sustaining post-integration?
Feb 25, 2027	+273d	$PLNT	Q4 2026 / FY26 earnings — full-year verdict	Critical	Full-year SSS landing point vs the cut ~1% guide. FY27 guidance language. Did adjusted net income still decline ~2% as guided, or did marketing reset deliver upside? 2027 unit-growth commentary.
Mar 25, 2027	+301d	$LULU	Q4 FY26 earnings — THE DECIDER	Critical	First full quarter under O'Neill. YoY rev ≥6% + Americas comp positive + new product without see-through scandal = bull. Base-case probability 40-45%.
Sep 30, 2027	+490d	$LCID	Midsize platform production ramp (AMP-2 Saudi)	Critical	Sub-$50K starting price ramps at meaningfully better unit economics. The volume play that either works or doesn't.
Jun 30, 2028	+764d	$COTY	Gucci fragrance license expires (L'Oreal takes over)	Critical	Final operating quarter with Gucci revenue. Replacement revenue trajectory by then.

Catalyst Calendar

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