Ulta Beauty, Inc. (NASDAQ:ULTA ) Q1 2025 Earnings Conference Call May 29, 2025 4:30 PM ET Company Participants Kiley Rawlins - SVP, IR Kecia Steelman - President & CEO Paula Oyibo - CFO Conference Call Participants Rupesh Parikh - Oppenheimer Olivia Tong - Raymond James Susan Anderson - Canaccord Genuity Korinne Wolfmeyer - Piper Sandler Christopher Horvers - JPMorgan Simeon Siegel - BMO Capital Markets Kate McShane - Goldman Sachs Katie Fleming - Cowen and Company Krisztina Katai - Deutsche Bank Mark Altschwager - Baird Michael Lasser - UBS Michael Baker - D.A. Davidson Sidney Vranesh - Jefferies Operator Good afternoon, everyone.
Ulta Beauty (ULTA) came out with quarterly earnings of $6.70 per share, beating the Zacks Consensus Estimate of $5.77 per share. This compares to earnings of $6.47 per share a year ago.
Shares of Ulta Beauty rallied after hours on Thursday as the cosmetics retailer grew slightly more upbeat on the year ahead — while still warning its outlook reflected “uncertainty around how consumer demand could evolve” amid concerns over tariffs and inflation.
Same-store sales increased 2.9%, beating the 0.2% bump Wall Street was anticipating. An increase in average ticket and the number of transactions helped drive same-store-sales growth, Ulta said.
Get a deeper insight into the potential performance of Ulta (ULTA) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
ULTA's Q1 results are likely to reflect omni-channel gains and growing skincare sales, but rising costs and makeup softness may pressure margins.
Ulta (ULTA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Ulta Beauty (ULTA) closed at $410.09 in the latest trading session, marking a -0.7% move from the prior day.
Ulta Beauty stays focused on long-term growth, balancing innovation and omnichannel strength while navigating category softness and rising costs.
In the closing of the recent trading day, Ulta Beauty (ULTA) stood at $412.23, denoting a -0.04% change from the preceding trading day.
Initiate coverage on Ulta Beauty with a Buy rating and $432.81 price target, driven by strategic investments and anticipated FY26 EPS recovery. Ulta's loyalty program and e-commerce marketplace are key catalysts for high-margin growth, driving engagement and operational leverage. Near-term earnings trough in FY25 is a strategic reset, positioning for significant outperformance and margin expansion in FY26.
Ulta (ULTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.