Lululemon shares plunged more than 20% after the athleisure retailer reported a 4% decline in second-quarter revenue and a 9% drop in comparable sales, while Interim CEO Meghan Frank cited negative commentary on social media and weaker-than-anticipated demand for core categories such as leggings. New CEO Heidi O'Neill is due to take over next week. Stock futures were mixed after a winning session as investors awaited the August jobs report, with economists expecting 53,000 jobs added and an unchanged unemployment rate. Zscaler beat expectations on both reported measures and posted 25% year-over-year revenue growth, although its shares have underperformed other cybersecurity stocks this year. CEO Jay Chaudhry is scheduled to appear on CNBC's "Squawk on the Street" at 10:10 a.m. ET. The newsletter also highlighted growth in private security spending despite a long-term decline in violent crime. Nearly 1.3 million Americans worked as security guards in May 2025, up 16% from 2016, while global private-security revenue exceeded $50 billion in 2025. Allied Universal reported $23 billion in revenue and a workforce of around 800,000. The NFL will send the San Francisco 49ers and Los Angeles Rams to Australia next week, part of a record nine international regular-season games this year. Piper Sandler expects the season to increase volumes on Rothera, a Robinhood-Susquehanna joint venture approved to offer football contracts covering wins and spreads. Microsoft also said Xbox Game Pass subscribers will face cloud-time limits later this year.