Ulta Beauty has been making a strong push into K-Beauty, and it appears to be paying off. CEO Kecia Steelman said that K-beauty is driving sales and bringing in new customers.
Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call Transcript
The headline numbers for Ulta (ULTA) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ulta Beauty (ULTA) came out with quarterly earnings of $5.14 per share, beating the Zacks Consensus Estimate of $4.56 per share. This compares to earnings of $5.14 per share a year ago.
Ulta Beauty raised its annual sales and profit forecast on Thursday, betting on strong demand for its makeup and skincare products going into the holiday season.
The cosmetics retailer now expects sales of $12.3 billion for the year after posting a quarterly profit of $230.9 million and experiencing growth across all categories and channels.
Investors are hoping to close out the year strong, with momentum on Wall Street's side after the S&P 500 Index (SPX) scored a seventh-straight monthly win.
ULTA's third-quarter results are likely to reflect steady demand, gains from new brands and a lift from its online marketplace amid rising SG&A.
Get a deeper insight into the potential performance of Ulta (ULTA) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Ulta Beauty (ULTA) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ULTA broke through the 50-day moving average, which suggests a short-term bullish trend.
U.S. sales of Korean cosmetics, known as K-beauty, are expected to exceed $2 billion in 2025, up 37% from last year, according to a NielsenIQ report. Retailers including Ulta, Sephora, Walmart and Costco are in a turf war to capitalize on the fast-growing Korean cosmetics market.
Investors with an interest in Retail - Miscellaneous stocks have likely encountered both Ulta Beauty (ULTA) and Tractor Supply (TSCO). But which of these two stocks presents investors with the better value opportunity right now?