{"schema_version":"secwatch.filing_event.v1","accession":"0001397187-26-000077","form_type":"8-K","ticker":"LULU","cik":"0001397187","company_name":"lululemon athletica inc.","filed_at":"2026-06-04T20:09:31+00:00","discovered_at":"2026-06-04T20:10:00.275929+00:00","generated_at":"2026-06-04T20:38:54.052017+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 Q1 EPS $1.69 vs $2.60 YoY; guides FY revenue down 0-1%","bullets":["Revenue $2.5B (+4% YoY); diluted EPS $1.69 vs $2.60; gross margin fell 410 bps to 54.2%.","Americas revenue -3%; international +22% (constant dollar). Comparable sales +1% overall.","Q2 FY2026 revenue guided $2.45-2.475B (decline 3-2%); EPS $1.76-1.81.","Full-year FY2026 revenue guided $11.0-11.15B (decline 1-0%); EPS $10.95-11.15.","Repurchased 2.2M shares for $358.3M in Q1; inventories up 2% to $1.7B."],"urls":{"canonical":"https://secwatch.observer/filing/0001397187-26-000077","json":"https://secwatch.observer/filing/0001397187-26-000077.json","markdown":"https://secwatch.observer/filing/0001397187-26-000077.md","text":"https://secwatch.observer/filing/0001397187-26-000077.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397187/000139718726000077/0001397187-26-000077-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397187/000139718726000077/lulu-20260604.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T20:38:54.052017+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":[{"claim_id":"46172505d08410be52c9b593825ec0c89db75bac","claim":"lululemon athletica inc. reported the first quarter ended May 3, 2026 results: revenue $2.5 billion, EPS $1.69. Guidance lowered.","evidence_excerpt":"--- EX-99.1 2 lulu-20260503xex991.htm EARNINGS RELEASE Document Exhibit 99.1 LULULEMON ATHLETICA INC. ANNOUNCES FIRST QUARTER FISCAL 2026 RESULTS Revenue increased 4% to $2.5 billion, or increased 2% on a constant dollar basis Comparable sales increased 1%, or decreased 2% on a constant dollar basis Diluted EPS of $1.69 Vancouver, British Columbia – June 4,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397187/000139718726000077/0001397187-26-000077-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended May 3, 2026"},{"label":"Revenue","value":"$2.5 billion"},{"label":"EPS","value":"$1.69"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}