Ulta Beauty, Inc. (ULTA) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript
Ulta Beauty's Q4 comps rise 5.8%, and sales hit $3.9B, showing beauty demand holds up as shoppers stay value-focused.
ULTA, FIVE, SBH & ARHS show resilience in the Retail-Miscellaneous sector as companies adapt to shifting consumer demand with omnichannel platforms, lifestyle-focused products and personalization.
Glenmede Investment Management LP cut its stake in shares of Ulta Beauty Inc. (NASDAQ: ULTA) by 4.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 115,964 shares of the specialty retailer's stock after selling 6,020 shares during the
Ulta Beauty Inc. (NASDAQ: ULTA - Get Free Report) shares gapped down prior to trading on Friday after Oppenheimer lowered their price target on the stock from $750.00 to $650.00. The stock had previously closed at $624.70, but opened at $566.28. Oppenheimer currently has an outperform rating on the stock. Ulta Beauty shares last traded at
US stocks closed red on Friday, despite showing some recovery and optimism after the opening bell. The benchmark S&P 500 index slipped 0.61%, leaving it about 5% below its most recent peak.
Ulta Beauty experienced a ~10% post-earnings drop after mixed Q4 results but remains up over 80% year-over-year. I reiterate my buy rating on ULTA, citing ongoing market share gains, strong top-line growth, and a valuation aligned with earnings growth potential. FY26 guidance disappointed the Street, but ULTA's history of conservative outlooks and subsequent outperformance suggests potential for upside revisions.
Ulta Beauty (NASDAQ: ULTA) is being punished this morning after the cosmetics retailer posted a profit miss and issued “conservative” guidance for the full year. Investors bailed on ULTA also because its operating margin contracted by a significant 220 bps in the fourth quarter.
Ulta Beauty shares were off to a strong start this year, until this week.
Ulta Beauty (NASDAQ:ULTA) has had a volatile few weeks.
ULTA beats fourth-quarter estimates with sales up 11.8% year over year, driven by higher comparable sales and new store contributions.
Ulta Beauty (ULTA) shares dropped 10% following its Q4 earnings report, which revealed an unexpected EPS miss for the holiday quarter. This comes after five con