PLBY Playboy Inc.

$PLBY Now is not the time to panic. We have been here before - but this time there is no legitmate concern about bankruptcy. Q2 report income was positive as opposed to a net loss a year ago. Debt is coming down, the float size is going down and me will have alot of addition revenue in the next 3 quarters. Only fans is a vision of what this could become.

$PLBY I’m not remotely worried. A lot of guaranteed income inbound and alot of quality new hires. We have spotted an investment opportunity before the rest of the market. The quarters will do the talking going forward. Plus that China money could fall into our lap. Remember - Ben’s incompetence has given you an opportunity that you might not be able to identify again in your life.

$PLBY huge wedge on the daily 58.77% off-exchange short volume 🐇 Average 1 year price target of $2.75 (+172%)

$PLBY Dakota Johnson commercial break slide on SNL this last weekend. 👯👯 Taylor Swift was in the monologue with her as a surprise. They are besties now after her new video. This will get streamed a lot by the Swifties. That can’t hurt. 😉👄💄

$PLBY Been a shareholder for a few years and have added a ton to my position. still believe in the company but it has to be one of the most frustrating stocks i have ever owed. with that all said we are basically at a point where PR's & announcements don't move the stock higher. The only thing that will re-rate this stock is results and it's time to see those results after years of restructuring. Q3 needs a EPS & Revenue Beat. 35M+ revenue & EPS of at least 5 cents would go a long way in getting investors excited or they could announce that they are collecting a significant portion of the $80 million judgement. Aside from a beat this quarter i don't see any commentary (besides Ben K resigning) that will move this to new highs.

$PLBY Fall 2026 issue on newstands today! Received this in an email from Playboy yesterday. The picture of the woman in bunny ears is not Charli XCX. It provided a link to Playboy Costumes. How quickly will this issue sell out? The VMA publicity of the cover girl that posted is definitely a positive. Hopefully this is the start of other catalysts that will move the stock higher and distance us from the $1 level.

$PLBY State Street more than doubled its position in Q2: 313,051 → 675,751 shares (+115.9%). Estimated average entry: ~$1.39, though that’s a third-party estimate, not a disclosed cost basis. The 13F reflects holdings as of June 30. Interesting accumulation for the turnaround thesis 👀

$PLBY lots of good things in the works!!! I believe in this company going back to its glory days!

$PLBY going to exceed expectations 11/11? Should I scoop some up for $1 and then sell for $2 in November? Conversely, anyone see this going back to $0.40? I know they received a NYSE letter a few years ago. Since they’ve held above $1 for one year, can they now dip back below $1? How does that work?

$PLBY crazy prediction right here. I think Playboy magazines eventually make a comeback. People are starting to get tired of media content. Old CDs, DVDs and even VHS tapes have made a comeback in recent time due to nostalgia. Even gamers had fought for hard cover games to stay. Just look at the recent controversy with GTA 6 and how people want to be able to still buy the hard cover. I think we’re coming back full circle as a society again to want things we can touch and hold.

$PLBY is now down to a market cap of 125M, I remember when Hugh's son Cooper Hefner offered to buy the company for 100M and I thought that was too cheap, then they sold 50% of the China licensing business for 122M and that confirmed it was cheap. I think Ben Kohn is using this company like a cheap whore, and the $PLBY Bunnies deserve better than that 😁 I'm still hopeful for a turnaround, this brand is vintage now, but it will always have considerable value

$PLBY 🚨 Upcoming news release!! 🚨 What is occurring: Playboy is scheduled to reveal the Fall 2026 cover and announce a gift included with the magazine. When: Date: Today, September 16, 2026 Time: 9:00 AM ET Please see attached notice.

$PLBY Some additional thoughts on Playboy's 16.6 million share repurchase from Fortress at $1.05. It's a share buyback. Instead of open market purchases, this is an agreement between two companies. Retiring shares as mentioned by Marc Crossman in the Q2 earnings call, which is approximately 15% of current shares outstanding, will immediately increase EPS and boost proportional stake of remaining shareholders. As of August 24, they have repurchased approximately 4.76 million shares. Removes a 16.6 million share block from being sold in open market that could cause further pressure on the stock. The stock traded above $1.05 for 3 months after the agreement was announced. Q3 earnings will have two new revenue streams from paid voting and sponsors. It is my opinion that PLBY moves higher past $1.05 as we get closer to November earnings and on any positive news announcements.

$PLBY Attractive offer. I've played this before. Sold above $2 this year after ER. Do I buy now? Is it going any lower? How is this quarter going to look? Also, anyone try the new cigars?

$PLBY whatever positive news comes out, can't overcome the blackhole gravitation that B Kohn creates.

$PLBY at the price it closed at today it no longer makes sense to move forward with buying back the shares. they would be much better off retiring debt at what they are now paying 10% interest. Walk away Ben, walk away. 

$PLBY only 4 more months of ball and chain on the share price until Ben completes the purchase of the shares. at the rate he's creating shares, it might just be a wash.

$PLBY I eagerly await the next November call. During the last one, they said nothing about the (non-performing) debt they have in China, amounting to $81 million, and it would be appropriate for someone to point this out to them. I'll just say that between debt collection and buybacks, if everything holds true, we'd easily see $2 by the end of the year.

$PLBY Hef rolling in his grave man. Smh, did the OG wrong with his company since his passing

$PLBY It's insane. Ben is a DISASTER and should've been shown the door years back. The mear fact he's still there shows how pathetic this actually is. There's no hope when the leader can't perform, his past performance is a total abomination. A Bonus for This Bastard.. Fuck No!!! The disgrace Ben should be kicked out the door.