Ulta Beauty, Inc.

506.07-12.72 (-2.45%)

Oct 29, 4:00:00 PM EDT · NasdaqGS · ULTA · USD

Upcoming Earnings

Report date

Dec 4, 2025 (in 35 days)

Key Stats

Market Cap

22.69B

P/E (TTM)

19.42

Basic EPS (TTM)

26.06

Dividend Yield

Recent Filings

8-K

Ulta Beauty names new CFO

10/16/25Oct 16, 2025

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.

10-Q

Q2 FY2025 results

8/28/25Aug 28, 2025

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.

8-K

Ulta Beauty Q2 sales up 9.3%

8/28/25Aug 28, 2025

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.

8-K

Ulta Beauty adds board directors

8/21/25Aug 21, 2025

Ulta Beauty expanded its board to twelve directors on August 20, 2025, appointing Martin Brok and Stephenie Landry as independent members of the Audit and Compensation Committees, effective September 1. Brok brings deep beauty retail expertise from Sephora and Starbucks, while Landry offers operational savvy from Amazon and Honor Technology. Their additions bolster strategic planning and digital innovation. Forward-looking growth plans face economic risks.

8-K

Ulta-Target partnership ends 2026

8/14/25Aug 14, 2025

Ulta Beauty and Target mutually agreed to end their shop-in-shop partnership in August 2026, after launching in 2021 to expand prestige beauty access. The collaboration will persist until then in stores and online, with linked rewards programs intact. This wind-down won't materially impact Ulta's fiscal 2025 results or long-term targets. Ulta presses on with its Unleashed strategy.

About

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States and Mexico. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides beauty services, including hair, makeup, brow, and skin services at its stores. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.

CEO

Ms. Kecia L. Steelman

IPO

10/25/2007

Website

https://www.ulta.com

Employees

20,000

Sector

Consumer Cyclical

Industry

Specialty Retail