Why LULU fell 20.1% on Sep 4 2026: earnings report
LULU-20.1%on Fri Sep 4 2026
lululemon athletica inc. was down 20.1% on the day at $97.36, ranked #1 on 244× its usual five-minute volume, when TapeRank recorded this drop at 07:05 ET during the pre-market session. TapeRank recorded 2 events for LULU that day, between 07:05 and 13:06 ET, and each is in the timeline below.
THE DAY ON THE LIST · 2 EVENTS
- 07:05 ETMOVER · PRE-MARKET
$97.36 · ▼ 20.1% ON THE DAY · 244× 5M RVOL · RANK #1
STRETCHEDCONFIDENCE3/5Lululemon shares are down roughly 20% pre-market following its second-quarter earnings release, with massive volume confirming an institutional repricing event. While the 8-K confirms a genuine quarterly earnings catalyst, the filing text itself contains no quantified guidance cut or metric details, making a near-20% single-day drop disproportionate to what is disclosed in the material provided.
WHYA routine quarterly earnings release, absent visible guidance or margin details in the filing, is being met with a move nearly triple the size of a typical large-cap earnings reaction.ANALYZED 07:05 ET · <1 MIN AGO · ANTHROPIC/CLAUDE-SONNET-5THE ROW AND SESSION LEVELS AT 07:05 ET
LAST97.36DAY▼ 20.1%5 MIN▼ 1.17%5M RVOL244×5M $VOL$16.1MFLOAT*108.4MRANK#1SESSIONPRE-MARKETVWAP99.04HOD100.43LOD97.52OR HIGH—OR LOW—PREV CLOSE121.79PM HIGH100.43PM LOW97.52GAP▼ 19.67% (indicated)* FLOAT IS SHARES OUTSTANDING; TRUE FREE FLOAT IS NOT AVAILABLE
— MEANS THE LEVEL DID NOT EXIST YET AT THAT INSTANT, NOT ZERO
- 13:06 ETUNEXPLAINED MOVE · REGULAR
$100.47 · ▼ 17.5% ON THE DAY · 12.2× 5M RVOL · RANK #6
UNEXPLAINEDNO FILINGS · RULELULU is down 17.5% on the day on 11.9x its normal volume for this time of day. No filings or headlines were found in SEC EDGAR filings in the last 24 hours, so this is order flow rather than a disclosed catalyst.
WHYNo filings or headlines within 24 hours of the move.ANALYZED 13:06 ET · <1 MIN AGO · RULE, NO MODELTHE ROW AND SESSION LEVELS AT 13:06 ET
LAST100.47DAY▼ 17.5%5 MIN▼ 0.37%5M RVOL12.2×5M $VOL$21.2MFLOAT*108.4MRANK#6SESSIONREGULARVWAP99.94HOD103.16LOD96.26OR HIGH101.77OR LOW97.99PREV CLOSE121.77PM HIGH100.43PM LOW96.26GAP▼ 19.40%* FLOAT IS SHARES OUTSTANDING; TRUE FREE FLOAT IS NOT AVAILABLE
THE SESSION
- 09:30 ETOpened at $98.15, -19.4% on the previous close of $121.79
- 09:30 ETRegular-session low, $97.99
- 09:48 ETRegular-session high, $103.16
- 15:59 ETLast trade of the regular session, $100.61, -17.4% on the previous close of $121.79
- Volume: 32.3M shares in regular hours, 3.8M before the open
LULU gapped down hard, opening at $98.15 after TapeRank flagged a premarket move to $97.36, a drop its 07:05 ET read tied to the prior day's 8-K earnings release, though it judged the roughly 20% decline stretched against a filing that lacked quantified guidance detail. Shares dipped to a $97.99 low before climbing to a $103.16 high by 09:48 ET, then a 13:06 ET move to $100.47 was logged as unexplained, with no filings or news found to account for it, before the stock closed the regular session at $100.61, down about 17.4% on the day, on volume of 32.3 million shares.
WRITTEN THU OCT 15 2026 17:40 ET BY ANTHROPIC/CLAUDE-SONNET-5 FROM THE FACTS ON THIS PAGE
FILINGS · 24H BEFORE THE MOVE
- THU 12:10 ET10-Q — Quarterly reportSEC 10-Q
- THU 12:07 ET8-K — Results of Operations and Financial Condition; Financial Statements and ExhibitsSEC 8-K
On the tape right now
WHERE THE LIST STOODWED NOV 4 2026 · 13:49 ETRECORDED LIVE · 742 QUALIFY
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