Aug. 21 at 12:42 PM
$ULTA "Heads up alert! Upcoming earnings on Thursday, 8/28/2025 for
$ULTA
Neutral (5.8)
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Financial Analysis
Ulta Beauty (NASDAQ: ULTA) has been navigating a dynamic retail landscape, marked by its decision to end a shop-in-shop partnership with Target by 2026.
Despite this, Ulta has demonstrated resilience with a year-to-date share price gain of approximately 21%, outpacing many of its peers in the broader cosmetics sector.
Currently, Ulta's stock trades around
$514.17, with a price-to-earnings (P/E) ratio reflective of its robust market position and growth prospects.
The company's strategic acquisitions, such as the recent purchase of Space NK, signal a commitment to international expansion, potentially enhancing its revenue streams.
Ulta's ""Beauty Unleashed"" growth plan has shown promising early results, contributing to a 29% share price increase last quarter.
The beauty retailer continues to innovate with initiatives like K-Beauty World and the integration of AI agents to improve customer and employee experiences.
In comparison to industry peers such as Sephora and e.l.f.
Beauty, Ulta's focus on wellness and expanding product offerings positions it favorably within the sector.
Upcoming Earnings Report
Ulta Beauty is set to report its second-quarter fiscal 2025 results on August 28, 2025.
Analysts are anticipating a slight single-digit drop in the bottom line, reflecting the challenges of a competitive retail environment and the ongoing phase-out of its Target partnership.
However, Ulta's impressive earnings surprise history suggests potential for an upside.
The company has consistently outperformed Wall Street's revenue and profit expectations, driven by successful brand launches and strategic marketing initiatives.
Analysts will be closely watching for updates on its international expansion efforts and any impacts from recent acquisitions.
The earnings report will also provide insights into how Ulta is navigating the broader macroeconomic uncertainties affecting discretionary spending.
Sector Performance
The beauty and cosmetics sector, to which Ulta belongs, has experienced mixed performance amid economic fluctuations and shifting consumer preferences.
Despite these challenges, the sector has shown resilience, with companies like e.l.f.
Beauty reporting strong demand for affordable products, indicating a trend towards value-driven purchasing.
The sector's growth is supported by increased interest in wellness and sustainable beauty products, aligning with Ulta's strategic focus.
However, competitive pressures from online and traditional retailers such as Sephora and Amazon continue to shape the market dynamics.
Ulta's strategic initiatives and market positioning suggest it is well-equipped to capitalize on these trends and maintain its competitive edge.
- Funds were net sellers of
$ULTA during the previous reporting quarter.
- Funds with large holdings in
$ULTA include:
- Holocene Advisors LP, MV:
$40MM. Fund Rank: 91%
www.holoceneadvisors.com
- Canada Pension , MV:
$24MM. Fund Rank: 80%
- Adage Capital P, MV:
$18MM. Fund Rank: 89%
www.adagecapital.com
- IEQ Capital LLC, MV:
$17MM. Fund Rank: 82%
- Candlestick Cap, MV:
$13MM. New position. Fund Rank: 82%
- Last 10 days performance: 4%
- Last 30 days performance: 4%
- Last 90 days performance: 26%
Some of the latest news articles:
- Title: It's a 10 Haircare Appoints Ulta Beauty Veteran Ashley Schauer as Vice President of Sales & Marketing to Accelerate Retail & Professional Distribution Growth
Publication Date: 8/20/2025 1:00:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/10-haircare-appoints-ulta-beauty-130000340.html?.tsrc=rss
- Title: Best Stock to Buy Right Now: Target vs. Kohl's
Publication Date: 8/20/2025 12:17:00 PM, Source: yahoo
URL: https://www.fool.com/investing/2025/08/20/best-stock-to-buy-right-now-target-vs-kohls/?.tsrc=rss
- Title: Amplience Appoints Chris Annese as SVP Global Sales and Partnerships
Publication Date: 8/20/2025 11:28:00 AM, Source: yahoo
URL: https://finance.yahoo.com/news/amplience-appoints-chris-annese-svp-112800779.html?.tsrc=rss
- Title: Target names insider Michael Fiddelke new CEO, succeeding Brian Cornell, who led retailer since 2014
Publication Date: 8/20/2025 10:30:01 AM, Source: yahoo
URL: https://finance.yahoo.com/news/target-names-insider-michael-fiddelke-new-ceo-succeeding-brian-cornell-who-led-retailer-since-2014-103001266.html?.tsrc=rss
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