ULTA
Ulta Beauty, Inc.589.27
-1.93-0.33%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
26.42BP/E (TTM)
22.62Basic EPS (TTM)
26.05Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
Ulta Beauty names new CFO
Ulta Beauty appointed Christopher DelOrefice as Chief Financial Officer, effective December 5, 2025, bringing his expertise from Becton Dickinson and over 20 years at Johnson & Johnson. He joins with a $980,000 base salary, 125% target cash incentive, and 450% long-term incentives starting fiscal 2026, plus $1,000,000 sign-on cash and $3,300,000 in restricted stock units. Chris Lialios steps down as interim CFO. DelOrefice will drive sustainable growth amid economic pressures.
8-K
Ulta Beauty Q2 sales up 9.3%
Ulta Beauty reported robust Q2 fiscal 2025 results on August 28, with net sales climbing 9.3% to $2.8 billion, fueled by 6.7% comparable sales growth across all categories and the July 10 Space NK acquisition adding 83 U.K. and Ireland stores. Gross margin expanded to 39.2% from better inventory control, yet operating margin dipped to 12.4% amid higher SG&A from incentives and payroll; net income rose 3.3% to $260.9 million, or $5.78 per share. Sales surged. Updated full-year guidance projects $12.0–$12.1 billion in sales and 2.5–3.5% comps, but cautions on evolving consumer demand while eyeing integration risks with Space NK.
10-Q
Q2 FY2025 results
Ulta Beauty's Q2 FY2025 results show strong sales growth and profitability, with revenue up 9.3% YoY to $2.8B and net income rising 11.2% to $260.9M. Gross margin expanded 110 bps to 39.2%, driven by lower freight and higher merchandise margins. Operating income increased 10.1% to $320.5M, with diluted EPS up 13.6% to $2.49. Cash flow from operations was $450M, up from $380M YoY, supporting $250M in share repurchases. Balance sheet remains solid with $1.2B in cash and $500M in debt. No major risks or events noted.
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