US Stock of the Day | Kabutaro & Friends

On September 4, 2026, the most talked-about US stock online is Lululemon Athletica<LULU>.
Background: In second-quarter results released after the close on September 3, revenue fell 4% year-over-year to $2.4 billion, short of the $2.46 billion consensus, while comparable sales dropped 9%, or 10% on a constant-dollar basis, with the Americas down 12%. Adjusted EPS of $2.92 beat the $1.82 estimate, but excluding $0.86 from tariff refunds it would have been $2.06. The company cut its full-year outlook to revenue of $10.35 billion to $10.5 billion, a decline of 5% to 7%, and EPS of $9.48 to $9.73, both below the prior consensus of $11.03 billion and $10.84. Third-quarter revenue guidance of $2.29 billion to $2.32 billion implies a 10% to 11% decline. Gross margin improved 200 basis points to 60.5%, with tariff refunds contributing 560 basis points. The shares were trading 18.9% lower in premarket on September 4.