---
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"
generated_at: "2026-09-03T20:09:05.918720+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Lululemon Q2 revenue down 4% to $2.4B, comps -9%; cuts FY26 outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001397187-26-000126
- JSON: https://secwatch.observer/filing/0001397187-26-000126.json
- Plain text: https://secwatch.observer/filing/0001397187-26-000126.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.