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Lululemon Athletica (LULU) filed an 8-K current report with the SEC on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 fiscal 2026 results released for quarter ended August 2, 2026.
Lululemon Athletica 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q2 fiscal 2026 results released for quarter ended August 2, 2026
- Management conference call scheduled September 3, 2026 at 4:30 p.m. Eastern
- Exhibit 99.1 contains detailed financial results and accompanying information
Item EX-99.1 · Exhibit EX-99.1
- Q2 revenue fell 4% to $2.4B, with comparable sales down 9%; Americas weakness drove the deterioration
- International revenue rose 4%, while Americas revenue declined 8%, highlighting uneven geographic performance
- Tariff refunds and interest added $134.5M and $0.86 per share, materially cushioning reported profitability
- Operating income fell 13% to $453.7M despite gross margin rising to 60.5%; operating margin declined to 18.8%
- Full-year guidance now calls for revenue of $10.350B-$10.500B and diluted EPS of $9.48-$9.73, including tariff benefits
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