Ulta Beauty Inc ( NASDAQ:ULTA) stock is down 9.4% to trade at $565.79 at last glance, after the cosmetics retailer announced worse-than-expected earnings for the first quarter, while revenue came in above estimates.
Ulta Beauty Inc (NASDAQ:ULTA) shares fell about 8% after the beauty retailer issued softer-than-expected guidance for fiscal 2026, overshadowing fourth quarter results that came in ahead of Wall Street estimates. The company reported strong holiday-driven performance for the quarter, with revenue rising 11.8% year over year to $3.9 billion, topping analyst expectations of roughly $3.82 billion.
Ulta Beauty's shares fell about 8% in premarket trading on Friday as rising costs overshadowed strong demand, although analysts expressed optimism about its TikTok-led digital push under a new CEO to attract younger and affluent shoppers.
Ulta Beauty (NASDAQ:ULTA) stock is down roughly 8% in early trading on Friday, the morning after reporting quarterly results that beat Wall Street on both the top and bottom lines.
Digital upgrades and artificial intelligence contributed to Ulta Beauty's better-than-planned financial performance in the fourth quarter, Ulta Beauty President and CEO Kecia Steelman said Thursday (March 12) during an earnings call. The specialty beauty retailer saw year-over-year increases of 11.8% in net sales and 5.
Release Date: March 12, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Ulta Beauty Inc
Ulta Beauty, Inc. (ULTA) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Ulta (ULTA) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ulta Beauty (ULTA) came out with quarterly earnings of $8.01 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $8.46 per share a year ago.
Shares of Ulta Beauty slid after hours on Thursday after the cosmetics retailer forecast a profit and same-store sales for this year that were below Wall Street's estimates, adding that it expects more selective consumer spending and that it was “increasingly mindful” of conflicts abroad.
Ulta Beauty forecast annual profit largely below Wall Street estimates on Thursday, as the cosmetics retailer ramps up marketing efforts to boost demand amid choppy consumer spending, sending its shares down 8% in extended trading.
Ulta Beauty, Inc. (NASDAQ: ULTA) shares fell in Thursday's extended trading after the company released its fourth-quarter earnings report, despite beating estimates across the board.