lululemon athletica inc. — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 72/100
What the filing says
Lululemon reported Q2 FY2026 (ended Aug 2, 2026) net revenue of $2.415B, down 4% YoY (5% constant currency), with comparable sales declining 9% (10% constant currency). Americas revenue fell 8% with comp sales down 12%; International grew 4% reported but fell 2% constant currency. The company received $134.5M in tariff refunds (adding $0.86/share after-tax to Q2 EPS of $2.92). Full-year FY2026 revenue guidance was cut to $10.35–$10.50B (down 5–7%), with EPS guidance of $9.48–$9.73 (vs. prior expectations). Operating margin fell 190 bps to 18.8%, though gross margin rose 200 bps to 60.5% (560 bps from tariff refunds). The company repurchased 2.7M shares for $330M and opened 9 net new stores (825 total).
Why this rating
Material negative comp-sales decline (−9%) and FY guidance cut (−5 to −7%) for a $17.6B company signal demand weakness. Tariff refund masks underlying operational deterioration. Interim co-CEO transition adds uncertainty. Relative to company scale, ≈2% revenue miss is significant but not existential.
Tradability signal
NO TRADE
No trade: negative news, but this cell's evidence is too weak. Similar past filings (1 in this cell) moved +6.73% in the called direction over 4 hrs; shrunk for sample size that's a +0.26% edge.
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it negative)
before filing · preread $104.94 ▼ 13.82% | at our read · unknown $121.77 | +10 min · unknown $121.77 ▲ 0.00% | +30 min · unknown $121.77 ▲ 0.00% | +1 hr · unknown $121.77 ▲ 0.00% | +4 hrs pending |
The stock had already moved +16.04% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.