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Today is Wednesday, March 18, 2026.
The Early Bird Index today is 76.31.
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Lululemon's Tariff Struggles 🗺️
Despite posting strong earnings results on Tuesday, Lululemon Athletica $LULU ( ▼ 0.4% ) fell 1.72% in after-hours trading.
Financials: Lululemon reported earnings of $5.01 per share in the past quarter and revenue of $3.6 billion. Both were better than expected.
Details: While international revenue jumped 17%, it was a different story for the Americas, which is Lululemon’s largest market. This business unit saw a 4% decrease in revenue.
Background: These mixed results come as Lululemon’s stock has lost half its value in the last 12 months.
Powering the Story: Adding insult to injury, Lululemon released a 2026 outlook on Tuesday that disappointed investors. The company expects growth of just 2% to 4% in the year, with earnings per share in the range of $12.10 to $12.30.
Early Bird’s Nest Egg Gains: Lululemon is guiding to a tougher 2026 because its core U.S. business is stalling, tariffs are squeezing margins, and execution/leadership risk is rising just as growth slows.
New U.S. tariffs on imports are expected to hit gross profit by potentially over $300 million in 2026, according to CNBC.
Final Thoughts: Also on Tuesday, Lululemon announced that Chip Bergh, former president and CEO of Levi Strauss & Co., is joining its board of directors.
Notables
Notable Earnings Today: Micron Technology (Nasdaq: MU), General Mills (NYSE: GIS), Williams-Sonoma (NYSE: WSM), Macy's (NYSE: M), Five Below (Nasdaq: FIVE), Jabil (NYSE: JBL), SailPoint (Nasdaq: SAIL), dLocal (Nasdaq: DLO), Weibo (Nasdaq: WB), Heartflow (Nasdaq: HTFL), Hello Group (Nasdaq: MOMO), Red Cat Holdings (Nasdaq: RCAT), Alvotech SA (Nasdaq: ALCO), Chicago Atlantic BDC (Nasdaq: LIEN), H World Group (Nasdaq: HTHT), Pics NV (Nasdaq: PICS), Sera Prognostics (Nasdaq: SERA), Spire Global (NYSE: SPIR), Usio (Nasdaq: USIO).
Notable IPOs Today: Xsolla SPAC 1 Class A Ordinary Shares (Nasdaq: XSLL), Sky Acquisition Group Unit (Nasdaq: SKAIU), Brookline Capital Acquisition Corp II Units (Nasdaq: BCACU).
Notable Equity Crowdfunding Campaigns Ending Today: EcoSave Technologies (Wefunder), Hidden Lake Grill & Distillery (Honeycomb).
Notable Economic Events Today: Producer Price Index / Core PPI (8:30 a.m. ET), Factory Orders (10:00 a.m. ET), Crude Oil Inventories (10:30 a.m. ET), Fed Interest Rate Decision (2:00 p.m. ET), FOMC Statement (2:00 p.m. ET), FOMC Press Conference (2:30 p.m. ET), TIC Net Long-Term Transactions (4:00 p.m. ET).
Bob's Discount Furniture's Results
After reporting its first financial earnings results after its recent IPO, Bob's Discount Furniture $BOBS ( ▼ 6.93% ) fell 2.73% in after-hours trading on Tuesday.
Financials: Bob's reported earnings of 35 cents per share in the past quarter, which were better than expected. The company’s revenue was $648.8 million, which was in-line.
Final Thoughts: Since going public this year, Bob's is down over 11%.
TRON’s Mastercard Partnership
As most cryptocurrencies slipped on Tuesday, TRON $TRON ( ▲ 6.98% ) jumped about 4% due to a new partnership this week between the TRON DAO community and the Mastercard $MA ( ▼ 0.38% ) Crypto Partner Program.
Final Thoughts: Unlike most cryptos, TRON is positive in 2026. It is up about 8%.
Trends to Watch
Steady Amid Chaos: New economic projections signal a tricky Federal Reserve path (Axios)
Big Test: Bitcoin's rally faces key hurdle with Wednesday's Fed meeting (CoinDesk)
Pump Pain: Gas Prices Keep Rising as Seasonal Changes Add to Oil Price Pressure (New York Times)
Getting Ready: Jensen Huang says Nvidia has received orders from China and is ‘restarting our manufacturing’ (CNBC)
Flying Away: Airline Bookings Surge as Travelers Rush to Lock In Fares (Bloomberg)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
