ULTA Ulta Beauty, Inc.

547.29USD+0.84%Mkt Cap: 23.40B $P/E: 19.94

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath a…

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Ulta Beauty (ULTA) Turns Wellness Boutiques Into A Bigger Beauty Aisle Fight

Ulta Beauty (NasdaqGS:ULTA) is ramping up wellness-focused shop-in-shop concepts as beauty and self-care gain shelf space in big-box retail. Walmart is expanding its own beauty and wellness aisles with more premium brands, putting direct pressure on Ulta Beauty's core category mix. Retail partners and suppliers are increasingly treating wellness as a separate growth pillar, reshaping how Ulta Beauty positions its boutiques versus mass retailers. The Ulta Beauty and Walmart beauty aisle...

Simply Wall St.
UPS Partners With TikTok Shop for No-Box, No-Label Returns Service

UPS (NYSE:UPS) has entered into a partnership with TikTok Shop to provide an exclusive no-box, no-label returns service for participating sellers on the social commerce platform in the United States. The service will be provided through Happy Returns, allowing TikTok Shop customers to return eligible products without packaging or printed shipping labels.

InvestorsHub
Ulta Beauty (ULTA) Expands In Stores On An Undervalued Narrative

Ulta Beauty (ULTA) quietly widened its in-store lineup this month as Wavytalk, Flower Knows, and COSRX moved from online-only launches into physical aisles with exclusive tools, colorways, and curated assortments. These in-store launches arrive after a strong 90-day share price return of 21.76% for Ulta Beauty, even though the year-to-date share price return is down 11.44% and the 1-year total shareholder return has slipped 0.83%. The 3-year total shareholder return of 36.28% points to...

Simply Wall St.
How Investors May Respond To Ulta Beauty (ULTA) Adding Niche, Trend-Led Brands Like Flower Knows and COSRX

Flower Knows announced that it has expanded its whimsical cosmetics presence in the U.S. with a launch into 450 Ulta Beauty stores, a four-day New York City holiday pop-up, and its Snow Ballet Collection, while COSRX began offering its 5 Peptide Lip Collection in Ulta Beauty locations after an earlier Ulta.com debut. These moves deepen Ulta Beauty’s role as a curator of in-demand and exclusive brands, as seen in Flower Knows’ selection for the “Just Dropped Beauty” platform and COSRX’s...

Simply Wall St.
Is the Beauty Aisle Becoming Retail’s Next Big Battleground for Walmart (WMT) and Ulta (ULTA)?

Retailers are watching a line that used to be tidy between drugstore beauty, prestige cosmetics, and wellness start to blur. As of mid-September 2026, shoppers increasingly treat beauty, health, and wellness spending as one budget rather than three. That convergence is redrawing the competitive map for Walmart Inc. (NASDAQ:WMT) and Ulta Beauty, Inc. (NASDAQ:ULTA). Walmart […]

Insider Monkey
WOOF vs. ULTA: Which Stock Should Value Investors Buy Now?

WOOF vs. ULTA: Which Stock Is the Better Value Option?

Zacks
Ulta Beauty CEO Kecia Steelman Sells 2,000 Shares for $1.1 Million

Steelman retains 40,489 shares worth $22 million after the transaction, maintaining a 0.0942% stake in the specialty beauty retailer.

Motley Fool
3 Reasons We’re Fans of Ulta (ULTA)

Since March 2026, Ulta has been in a holding pattern, posting a small return of 4.7% while floating around $540.44. The stock also fell short of the S&P 500’s 16.4% gain during that period.

StockStory
Ulta Beauty's move to win back shoppers takes a new turn

Ulta Beauty to make new changes to products on shelves.

TheStreet
Is Ulta Beauty Stock Underperforming the S&P 500?

Lagging behind the S&P 500 Index over the past year, analyst confidence towards Ulta Beauty remains somewhat bullish.

Barchart
1 Safe-and-Steady Stock on Our Buy List and 2 Facing Challenges

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

StockStory
NKE, FLNC, CPRT, ULTA, JBHT: Top Wall Street Calls And Target Changes Making Waves This Week

Analysts reassessed the stocks, citing weak demand, execution concerns, business momentum, and changing industry conditions.

Stocktwits
Ulta Beauty (ULTA) Stock Looks Fully Valued After Its 41% Five Year Run

Ulta Beauty has seen its share price move around in recent years, and the question now is whether the current US$530.52 level can be supported by the cash the business is expected to generate over time. With the focus back on fundamentals, investors are asking how the stock lines up against an intrinsic value estimate built from its cash flows. Over the past 5 years, Ulta Beauty has delivered a total return of 41.2%, which puts real weight on whether that journey is matched by the value of...

Simply Wall St.
Ulta Beauty faces rising customer backlash over anti-theft tool

Ulta Beauty encounters mounting pressure as customer opposition to an anti-theft measure at its locations grows.

TheStreet
Ulta Beauty, Etsy upgraded: Wall Street's top analyst calls

Ulta Beauty, Etsy upgraded: Wall Street's top analyst calls

The Fly
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More

Markets are rattled ahead of Wednesday's Fed decision, and Wall Street analysts are making bold moves on names like Eli Lilly, Etsy, Northrop Grumman, and Rivian. Find out which stocks got upgraded, downgraded, or newly covered before the opening bell.

24/7 Wall St.
Ulta Beauty Sees Resilient Demand, Eyes Fragrance, Wellness Growth After Target Exit

Ulta Beauty (NASDAQ:ULTA) executives said the company is seeing continued resilience in consumer beauty spending, supported by its broad price range, loyalty program, stores, services and investments in technology. Speaking at a Barclays conference, President and Chief Executive Officer Kecia Steel

MarketBeat
1 Mid-Cap Stock for Long-Term Investors and 2 We Ignore

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

StockStory
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, Affirm Holdings, Eagle Materials, Klarna Group, Martin Marietta Materials, Oklo, Qualcomm, Robinhood Markets, Ulta Beauty, and More

Stocks took a beating Tuesday as surging oil prices and looming inflation data rattled every corner of the market, and now Wall Street analysts are reshuffling their calls on names ranging from nuclear energy upstart Oklo to retail giants Abercrombie and Ulta Beauty.

24/7 Wall St.
1 Consumer Stock for Long-Term Investors and 2 Facing Challenges

Retailers are adapting their business models as technology changes how people shop. But many seem to be moving too slowly as their demand is lagging, causing the industry to underperform the market - over the past six months, retail stocks’ 6.8% return has fallen short of the S&P 500’s 13.6% gain.

StockStory
Walmart, Ulta and Other Retailers That Can Win With AI

Walmart, Ulta Beauty, Costco, and BJ’s are among the retailers well positioned to benefit as artificial intelligence transforms shopping and operations, according to TD Cowen.

Barrons.com
Tractor Supply’s Petsense selects Instacart for same-day delivery

The pet supply company's exclusive arrangement builds upon Tractor Supply and Instacart's existing relationship.

Supply Chain Dive
WOOF or ULTA: Which Is the Better Value Stock Right Now?

WOOF vs. ULTA: Which Stock Is the Better Value Option?

Zacks
MarketBeat Week in Review – 08/31 - 09/04

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

MarketBeat
Ulta’s use of Flock technology causes upset online

The retailer drew attention on social media this week for its use of automated license plate readers at some locations as the technology has drawn widespread public criticism.

Retail Dive
Ulta Beauty’s Earnings Beat Was Stronger Than the Stock’s Reaction

Ulta Beauty beat earnings estimates and raised guidance, but shares wavered as slowing comp sales growth and mixed analyst price target moves left investors divided on its outlook.

MarketBeat
Stronger Q2 Results And Raised Outlook Could Be A Game Changer For Ulta Beauty (ULTA)

In August 2026, Ulta Beauty reported higher second-quarter and six-month results, with sales rising to US$3,035.68 million and net income to US$282.01 million, and raised its full-year 2026 guidance for net sales growth, operating income growth, and diluted earnings per share. Alongside these results, Ulta Beauty continued to strengthen its assortment and partnerships, including expanded prestige hair care offerings such as CÉCRED, The Potion Studio, and Bio Ionic’s exclusive Jade Dream...

Simply Wall St.
Ulta Beauty (ULTA) Earnings Beat Keeps Valuation In Focus

Ulta Beauty (ULTA) has drawn fresh attention after reporting second quarter results on 1 August 2026, with higher sales, net income, and earnings per share, along with raised full year earnings guidance and continued growth in prestige hair care. Over the past year, Ulta Beauty’s share price performance has been mixed, with a decline of 12.0% year to date. At the same time, the 1 month share price return of 6.4% and 3 month share price return of 15.8% point to improving momentum around its...

Simply Wall St.
Ulta Beauty (ULTA) Stock Could Be Overvalued On Raised 2026 Guidance

Ulta Beauty stock has delivered a 43.8% gain over the past 5 years, yet current valuation checks flag the shares as screening on the expensive side rather than as a clear bargain. Recent news around growth plans and partnerships has kept Ulta Beauty in focus, but the broader signals raise questions about how much of that optimism is already reflected in the price. A 43.8% return over 5 years suggests Ulta Beauty has already rewarded long term holders, which can limit the margin of safety for...

Simply Wall St.
Target Beauty Studios debuting this month with exclusive offers

Target had previously announced plans to open its own beauty business after its partnership with Ulta Beauty ended. Here's what to know.

USA TODAY
AAfroTech
Ulta Beauty Climbs 4%, e.l.f. Beauty Rises 5% as Post-Earnings Selloff Reverses

Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.

24/7 Wall St.
Ulta Beauty (ULTA) Q2 2026 Earnings Call Transcript

CEO Steelman discusses $3.04B in sales, raised guidance, and TikTok Shop momentum.

Motley Fool
Target recovers from Ulta divorce, goes all-in on beauty

Target’s beauty business is showing signs of life, despite losing a major partnership.

TheStreet
Retailers feel the sting as cautious consumers weigh their options

The biggest retail theme this earnings season was trade-offs: between price and profit, promotions and growth, and getting customers through the door while household budgets are under pressure.

Yahoo Finance
Ulta Beauty (ULTA) Sales Jumped 8.9%, but Space NK Pressured Gross Margin. Is the Deal Paying Off?

Ulta Beauty, Inc. (NASDAQ:ULTA) reported solid growth, but the Space NK acquisition is creating a more complicated margin story. Fiscal second-quarter 2026 net sales increased 8.9% to $3.04 billion, supported by comparable sales growth, new stores, and Space NK. Diluted earnings per share increased 13.3% to $6.55. Space NK is adding scale. The British luxury […]

Insider Monkey
Ulta Beauty Stock Is Down Today. Now Could Be a Good Time to Buy.

This might be the profit opportunity you've been waiting for.

Motley Fool
Ulta (ULTA) Stock Trades Down, Here Is Why

Shares of beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA) fell 3.5% in the afternoon session after second-half consumer spending overshadowed a second-quarter earnings beat and an upward revision to its full-year outlook. According to a company press release, Ulta Beauty reported net sales of $3.04 billion, representing 8.9% year-on-year growth, alongside a 3.8% increase in same-store sales. Operating margin held steady at 12.5%, while diluted earnings per share rose to $

StockStory
ULTA Q2 Deep Dive: New Brands, Loyalty Growth, and E-Commerce Drive Outperformance

Beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 8.9% year on year to $3.04 billion. Its GAAP profit of $6.55 per share was 5.6% above analysts’ consensus estimates.

StockStory
Ulta Beauty's Updated 2026 Guidance Driven by Stronger Execution, Sustained Share Gains, UBS Says

Ulta Beauty's (ULTA) updated 2026 guidance is being driven by strong execution, sustained market sha

MT Newswires
Ulta Beauty's Quarterly Results Show Improving Comparable Sales Growth Trend, Oppenheimer Says

Ulta Beauty's (ULTA) two-year comparable sales growth trend accelerated in the fiscal second quarter

MT Newswires
Ulta Beauty Slips 4% Despite Raised Guidance and Q2 Earnings Beat, e.l.f. Beauty Pulls Back

Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.

24/7 Wall St.
Ulta Beauty raises full-year outlook after increase in Q2 sales

The US speciality beauty retailer now expects net sales growth of 6.7% to 7.2% for the full year, compared with its previous forecast of 6% to 7%.

Retail Insight Network
Ulta Beauty Inc (ULTA) (Q2 2026) Earnings Call Highlights: Strong Sales Growth and Raised ...

Ulta Beauty Inc (ULTA) delivers 8.9% net sales growth and raises full-year outlook, while navigating a promotional environment and strategic expansion into new categories.

GuruFocus.com
Ulta Beauty Q2 Earnings Call Highlights

Ulta Beauty (NASDAQ:ULTA) reported second-quarter fiscal 2026 results that included 8.9% net sales growth, 10.1% operating profit growth and a 13.3% increase in diluted earnings per share, prompting the beauty retailer to raise its full-year sales and earnings outlook. Chief Executive Officer Kecia

MarketBeat
Ulta (ULTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Ulta (ULTA) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks
Ulta Beauty (ULTA) Tops Q2 Earnings and Revenue Estimates

Ulta (ULTA) delivered earnings and revenue surprises of +5.48% and +2.10%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Zacks
Ulta Beauty Beats Wall Street Expectations, Raises Full-year Forecasts Amid Strong Q2 Performance

Bolstered by an 8.9 percent sales increase, international expansion and new initiatives, the beauty retailer raised its outlook for continued growth.

WWD
Ulta Beauty beats estimates as sales rise, shares gain

Investing.com -- Ulta Beauty Inc (NASDAQ:ULTA) reported second-quarter results that exceeded analyst expectations, with earnings and revenue both topping estimates as the beauty retailer posted solid growth. Shares gained 2% in after-hours trading Thursday.

Investing.com
Ulta Beauty raises annual forecast after quarterly profit beats estimates

Ulta Beauty Inc (NASDAQ:ULTA) reported second-quarter revenue of $3 billion, topping analyst estimates of $2.96 billion, as the beauty retailer raised its full-year guidance. Earnings per share came in at $6.55, up 13.3% year-over-year and ahead of the $6.18 estimate. Comparable sales rose...

Proactive