{"schema_version":"secwatch.filing_event.v1","accession":"0001397187-26-000126","form_type":"8-K","ticker":"LULU","cik":"0001397187","company_name":"lululemon athletica inc.","filed_at":"2026-09-03T20:07:59+00:00","discovered_at":"2026-09-03T20:08:52.181933+00:00","generated_at":"2026-09-03T20:09:05.918720+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 down 4% to $2.4B, comps -9%; cuts FY26 outlook","bullets":["Q2 revenue $2.4B, down 4% YoY (5% constant dollar); comparable sales down 9% (10% constant dollar).","Diluted EPS $2.92 vs $3.10; includes $0.86/share from $134.5M IEEPA tariff refunds plus $4.1M interest.","Americas revenue -8%, comps -12%; International revenue +4% (2% cc), comps -3% (6% cc).","FY26 guidance cut: revenue $10.35-10.50B (-5% to -7%); EPS $9.48-9.73; Q3 revenue -10% to -11%.","Heidi O'Neill to join as CEO next week; Meghan Frank and André Maestrini serving as interim co-CEOs."],"urls":{"canonical":"https://secwatch.observer/filing/0001397187-26-000126","json":"https://secwatch.observer/filing/0001397187-26-000126.json","markdown":"https://secwatch.observer/filing/0001397187-26-000126.md","text":"https://secwatch.observer/filing/0001397187-26-000126.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397187/000139718726000126/0001397187-26-000126-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397187/000139718726000126/lulu-20260903.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-03T20:09:05.918720+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"}