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JJake
ACME Inc. - FY26 review
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Disclosure date - the April 8 8-K
Sources· 3
Disclosure date - the April 8 8-KJJakeJJohnSSarah
Discussion
SSarah
SarahJun 10 · 9:05 AM

We should be aware April 8 can be characterized as a partial disclosure. If the 8-K counts, inflation steps down early and May 6 overstates the correction.

JJohn
JohnJun 10 · 10:31 AM

Here is the language. It names revised terms with distributors, never price or margin, and the stock moved 2.1 percent on the day.

ACME Inc. 8-K - Industrial restructuring1
JJake
JakeJun 10 · 11:14 AM

Partial at most, then. The release is the first place price is named. Let’s carry both treatments and see what the April step costs.

ACME Inc. press release - Q1 2026 results2
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As a two-step disclosure, inflation holds at $9.10 until April 7 and steps down on April 8, when the 8-K first names revised distributor terms.

SSarahSarah· Jun 10
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As a single disclosure, the whole correction is the May 6 abnormal return of 13.6 percent. The 8-K is noise on this view: its reaction is not significant at 5 percent.

JJohnJohn· Jun 10
1