8-K ·Filed Sep 14, 2026

LULU

lululemon athletica inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed17d 22h ago SEC0001397187-26-000129
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine governance update with no immediate trading signal. Monitor the next quarterly earnings release for any strategic shifts under the new CEO.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
LULU ▲ +5.45% at T+5d
NEUTRAL call ✓ call won +5.45% · α vs SPY +4.63% · entry $98.37 → $103.73
Next anchor: T+20d in 10d
Latest observation: T+10 +5.26% FF3 residual α
Entry anchored
Sep 14, 04:08 PM ET
via 1-min bar
T+1d
-0.38%
call -0.38% · α -0.70%
$98.00
settled 17d ago
T+5d
+5.45%
call +5.45% · α +4.63%
$103.73
settled 11d ago
T+20d
—
call — · α —
—
in 10d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

lululemon athletica appointed Heidi O'Neill as a director and CEO effective September 8, 2026, ending the interim co-CEO arrangement. The board also adopted bylaw amendments to align with Delaware law and SEC universal proxy rules. This is a routine governance filing with no financial data or material operational impact.

Key Facts

  • Heidi O'Neill appointed to the Board as a Class II director, increasing board size from 11 to 12.
  • O'Neill commenced service as CEO on September 8, 2026; Meghan Frank and Andre Maestrini ceased as interim co-CEOs.
  • Board adopted bylaw amendments to align with Delaware law, update stockholder nomination procedures, and add emergency bylaws.
  • No additional compensation for O'Neill's director service; standard indemnification agreement entered.
  • No financial figures, revenue, earnings, or guidance were provided in the filing.

Financial Impact

No financial impact disclosed in this filing.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Apparel & Other Finishd Prods of Fabrics & Similar Matl
Analyst Consensus
5% bullish (40 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001397187-26-000129
Document: lulu-20260908.htm0001397187-26-000129
Document: 0001397187-26-000129-index-headers.html0001397187-26-000129
Document: 0001397187-26-000129-index.html0001397187-26-000129
Document: 0001397187-26-000129.txt0001397187-26-000129
19 reports for LULU
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +6.87%Jul 16, 2026
Filters
Rows
Reports for LULU — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$98.37 $103.73▲ +5.45%▲ +4.63%$94.46 (−3.97%)
Sep 9, 2026
23d ago
Press Release
BEARISH ★ 7/10
$99.72 $95.98▲ +3.75%▲ +2.66%$94.46 (+5.27%)
Sep 9, 2026
23d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
—awaiting T+5——
Aug 8, 2026
7w ago
Institutional Cluster
MIXED ★ 5/10
$127.80 $115.44▼ −9.67%▼ −9.62%$94.46 (−26.09%)
Aug 5, 2026
8w ago
Court Ruling
BULLISH ★ 7/10
$123.51 $120.72▼ −2.26%▼ −2.61%$94.46 (−23.52%)
Jul 16, 2026
11w ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$118.79 $110.63▲ +6.87%▲ +5.20%$94.46 (+20.48%)
Jun 25, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$117.57 $118.43▲ +0.73%▼ −1.43%$94.46 (−19.66%)
Jun 5, 2026
17w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Jun 5, 2026
17w ago
ANALYST-DOWNGRADE
MIXED ★ 3/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Jun 5, 2026
17w ago
DEFA14A
NEUTRAL ★ 5/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (64h 20m)

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