Ulta Beauty (ULTA) delivered a blowout Q3, beating estimates with 12.9% revenue growth and significant margin expansion, driving a 'strong buy' rating. ULTA's acquisition of Space NK, robust digital growth, and exclusive brand traction are fueling market share gains and a modernized customer experience. Management raised FY'25 guidance but appears conservative; margin expansion and share repurchases provide further upside potential.
ULTA beats third-quarter estimates with strong sales gains and lifts its fiscal 2025 outlook as comps rise and Space NK boosts growth.
Ulta Beauty lifted its full-year sales guidance yesterday after outperforming forecasts for the third quarter, buoyed by robust demand for fragrances, skincare and other discretionary treats. The retailer now expects annual revenue of roughly $12.3 billion, up from its previous range of $12 billion to $12.1 billion and comfortably above last year's $11.3 billion.
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.