Ulta Beauty/$ULTA

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About Ulta Beauty

Ulta Beauty is the largest specialized beauty retailer in the US with about 1,500 freestanding stores. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. Outside of the US, Ulta acquired premium beauty retailer Space NK and its 83 stores in the UK and Ireland in 2025, is opening franchised stores in Mexico, and has formed a joint venture to expand into the Middle East. In addition, Ulta collects royalties through its Target partnership (set to end in 2026) and credit card revenue. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

Ticker

$ULTA
Primary listing

Employees

39,000

Ulta Beauty Metrics

BasicAdvanced
$23B
20.00
$26.09
1.06
-

What the Analysts think about Ulta Beauty

Analyst ratings (Buy, Hold, Sell) for Ulta Beauty stock.

Bulls say / Bears say

Ulta Beauty’s fiscal Q2 net sales reached $2.79 billion, beating expectations of $2.67 billion. The company also raised its full-year sales outlook to $12.0–$12.1 billion, up from $11.5–$11.7 billion (Reuters).
Ulta’s recent acquisition of Space NK in the UK and its successful soft launch in Mexico demonstrate strategic international growth, expanding revenue sources and creating opportunities outside its core US market (Reuters).
A 90 basis-point increase in Q2 gross margin to 39.2%, driven by lower inventory losses and reduced e-commerce shipping costs, underscores efficiency improvements and supports Ulta's profitability (Reuters).
Analysts have raised concerns about Ulta’s profitability, noting that the normalized operating margin has settled at 12%, down from the 14–15% levels seen previously. This shift is attributed to increased promotional activity and higher SG&A expenses (Barron’s).
Jefferies analysts point to long-term threats from Amazon, TikTok Shop, and potential future Sephora expansion. As these competitors strengthen their distribution and digital footprint, Ulta could lose market share (MarketWatch).
Ulta’s cautious guidance for the second half of 2025, highlighting shifting consumer behavior and global trade uncertainties, raises concerns about possible challenges to comparable sales growth amid an unpredictable spending environment (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.

Ulta Beauty Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Ulta Beauty Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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