POOL 8-K SEC Filing Analysis

Latest settled — T+20d

POOL ▼ -3.84% at T+20d

NEUTRAL call ✗ call lost -3.84% · α vs SPY -8.79% · entry $186.76 → $179.60

Next anchor: T+60d in 7w

Currently $192.88 · +3.27% from $186.76 entry

Entry anchored
May 4, 2026
via day open

T+1d

+0.60%

call +0.60% · α -0.79%

$187.88

settled 5w ago

T+5d

-2.50%

call -2.50% · α -4.48%

$182.10

settled 4w ago

T+20d

-3.84%

call -3.84% · α -8.79%

$179.60

settled 8d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

POOLCORP announced the immediate departure of CEO Peter D. Arvan and the appointment of John B. Watwood as his successor, along with John E. Stokely as Executive Chair. The company reaffirmed its full-year 2026 guidance but postponed its Investor Day. The leadership transition appears orderly with a named successor, but execution risk remains.

Actionable Insight

Monitor for any future strategic shifts or guidance changes under the new CEO. The postponement of Investor Day may indicate pending strategy updates. The orderly transition and reaffirmed guidance suggest no near-term disruption.

Key Facts

CEO Peter D. Arvan stepped down effective May 4, 2026, mutually agreed with the company.
John B. Watwood appointed President and CEO, effective immediately.
John E. Stokely appointed Executive Chair; David G. Whalen to serve as interim lead independent director.
Full-year 2026 guidance reaffirmed, within the range provided on April 23, 2026.
2026 Investor Day postponed; new date to be announced.
New CEO compensation: $800,000 annual salary, 125% target bonus, $1.75M initial equity grant (50% restricted, 50% performance-based).

Financial Impact

No financial impact disclosed; guidance reaffirmed.

Risk Factors

Execution risk under new leadership.
Potential strategic changes that could affect growth trajectory.

Market Snapshot

Exchange

Nasdaq

Sector

Wholesale-Misc Durable Goods

Analyst Consensus

48% bullish (23 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001193125-26-204112
Document: pool-ex99_1.htm	0001193125-26-204112
Document: 0001193125-26-204112-index-headers.html	0001193125-26-204112
Document: 0001193125-26-204112-index.html	0001193125-26-204112
Document: 0001193125-26-204112.txt	0001193125-26-204112

7 reports for POOL

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for POOL — sortable, filterable
	Type				Now
May 7, 2026 4w ago	Insider Cluster NEUTRAL ★ 3/10	$190.33 $180.69	▼ −5.07%	▼ −8.20%	$192.88 (+1.34%)
May 4, 2026 5w ago	8-K NEUTRAL ★ 3/10	$186.76 $179.60	▼ −3.84%	▼ −8.79%	$192.88 (+3.27%)
Apr 23, 2026 6w ago	8-K BULLISH ★ 7/10	$227.69 $181.83	▼ −20.14%	▼ −24.78%	$192.88 (−15.29%)
Apr 23, 2026 6w ago	Press Release NEUTRAL ★ 4/10	$227.69 $181.83	▼ −20.14%	▼ −24.78%	$192.88 (−15.29%)
Feb 25, 2026 14w ago	8-K NEUTRAL ★ 3/10	$222.44 $200.03	▼ −10.07%	▼ −3.67%	$192.88 (−13.29%)
Feb 23, 2026 15w ago	Insider Cluster BULLISH ★ 7/10	$218.26 $205.07	▼ −6.04%	▼ −2.10%	$192.88 (−11.63%)
Feb 23, 2026 15w ago	Insider Cluster NEUTRAL ★ 4/10	$218.26 $205.07	▼ −6.04%	▼ −2.10%	$192.88 (−11.63%)

US Market Status

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