This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. It looks like a now-settled proxy war wasn't Lululemon's only problem. Shares of the retailer are down 10% before the bell after lackluster product launches and negative media attention led the company to lower its full-year outlook. S&P 500 futures are lower this morning after a mixed session on Wall Street. Here are five key things investors need to know to start the trading day: