{"schema_version":"secwatch.filing_event.v1","accession":"0001397187-25-000038","form_type":"8-K","ticker":"LULU","cik":"0001397187","company_name":"lululemon athletica inc.","filed_at":"2025-09-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.887692+00:00","generated_at":"2026-05-17T08:16:09.116837+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lululemon Q2 revenue misses guidance, U.S. comps -4%; cuts FY2025 outlook on tariffs","bullets":["Q2 revenue $2.5B (+7% YoY), diluted EPS $3.10; revenue below guidance, EPS above expectations.","Americas comparable sales -4% (-3% constant dollar); international comps +15%; CEO cites U.S. product execution issues.","Gross margin -110 bps to 58.5%, operating margin -210 bps to 20.7%; inventories +21% to $1.7B.","FY2025 revenue guidance cut to $10.85B-$11.00B (growth 2-4%); EPS guidance $12.77-$12.97; includes ~$240M tariff hit.","Repurchased 1.1M shares for $278.5M in Q2; 784 stores, net +14."],"urls":{"canonical":"https://secwatch.observer/filing/0001397187-25-000038","json":"https://secwatch.observer/filing/0001397187-25-000038.json","markdown":"https://secwatch.observer/filing/0001397187-25-000038.md","text":"https://secwatch.observer/filing/0001397187-25-000038.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397187/000139718725000038/0001397187-25-000038-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397187/000139718725000038/lulu-20250904.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T08:16:09.116837+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}