Ulta Beauty Inc. (ULTA)
Ulta Beauty is starting to separate itself from the competition, analyst says
Over recent months, cosmetics chain Ulta Beauty Inc. has faced competition from retail giants like Amazon.com Inc., Walmart Inc. and Target Corp., and some analysts on Wall Street have said its shelf selection leaned too heavily on older brands.
Ulta Beauty Sees Steady Comps: Is Broad-Based Growth Enough?
ULTA posts 2.9% comp sales growth, but weakness in makeup and haircare raises concerns about category balance.
Ulta Beauty: A Margin Expansion Story
Ulta remains a high-quality business with strong fundamentals, loyal customers, and a pristine balance sheet, now trading at a good—not deep value—price. The 2025 investment thesis centers on margin expansion, not top line growth; operational improvements could lift margins from 14% back to 16%, unlocking shareholder value. Ulta's future growth levers include a high-margin media business, international expansion, new product categories, and continued buybacks, but risks remain around execution and competition.
Ulta Beauty (ULTA) is a Great Momentum Stock: Should You Buy?
Does Ulta Beauty (ULTA) have what it takes to be a top stock pick for momentum investors? Let's find out.
Ulta's Beautiful Q1 Earnings Report Points to More Gains Ahead
Customers weren't the only ones getting blowouts from Ulta Beauty Inc. NASDAQ: ULTA last week, as the company blew away expectations in its Q1 2025 earnings report, released Thursday after the final bell.
Ulta Beauty Q1 sales rise amid resilient customer demand, shares pop
Ulta Beauty Inc (NASDAQ:ULTA) shares jumped more than 11% after it reported better-than-expected first quarter earnings and raised its full-year guidance. Earnings per share of $6.70 were significantly higher than the Wall Street estimate of $5.77.
Ulta Beauty's Q1 Earnings & Sales Beat Estimates, FY25 View Raised
ULTA posts strong first-quarter sales growth, beating estimates as comparable sales gains and new stores fuel momentum. Fiscal 2025 guidance is updated.
Ulta says consumers are looking to beauty products for 'a comfort and escape' from the world's stress
Ulta Beauty's revenue rose 4.5% in the first quarter, driven by strong beauty product sales. People are buying beauty products as a comfort amid economic uncertainty, the CEO said.
Compared to Estimates, Ulta (ULTA) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Ulta (ULTA) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ulta Beauty, Inc. (ULTA) Q1 2025 Earnings Call Transcript
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) Beats Q1 Earnings and Revenue Estimates
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.
Ulta Beauty is warning about consumer 'uncertainty.' It still nudged its forecast higher.
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.
