Lululemon Q2 revenue and EPS miss estimates; cuts full-year guidance

Lululemon reported Q2 revenue of $2.4B (est. $2.46B) and EPS of $2.92 (includes $0.86 tariff benefit). Comparable sales fell 9%. FY26 revenue guidance cut to $10.35B-$10.5B (est. $11.04B) and EPS to $9.48-$9.73 (est. $10.88). Q3 guidance also well below consensus. Operating income beat but margin contracted. Stock likely under pressure. 72 clean stories shaped this window, with sentiment bearish at 37/100. Also in focus: Zscaler beats Q4 estimates, guides FY27 above consensus.