Ulta Beauty
NASDAQ: ULTA
Stock price
520.38 USD
(+61.5%) 5 years
Financial Performance
5Y price score: 94
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.
10Y return: 159.5%
US$ Per
Share
Earnings per share
Free cash flow per share
Stock price
By default your notes are visible only to you.
347.4
52-week range
714.9
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| Required return / cost of capital |
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Valuation
Free Cash Flow Yield
4.2 %
Dividend Yield TTM
-
Market cap $
$ 23,085.2
Price / Earnings TTM
20.3
Price / Book TTM
8.3
PEG TTM
17.1
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
46.6 %
61.5 %
159.5 %
Free cash flow per share growth
16.7 %
103.9 %
1,889 %
Earnings per share growth
1.2 %
724.4 %
414.9 %
Founded: 1,990
Employees: 24,999
Business Summary:
all figures in USD Millions except per share data
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Latest Earnings Call Takeaways
2025 Q4 (Mar 12, 2026)
1) Strategy & Leadership
- Ulta Beauty, Inc. has successfully executed its "Ulta Beauty unleashed" strategy, focusing on core business growth, scaling new businesses, and realigning its foundation for future growth.
- The company has made significant guest-facing investments to enhance customer experience and operational excellence, including a commitment to digital upgrades and personalized marketing.
- Leadership changes, including the appointment of Chris Del Orfus as CFO, are aimed at strengthening the company's strategic position and ensuring agility in decision-making.
2) Financial & Segment Results
- For Q4 2025, net sales increased by 11.8% to $3.9 billion, with comparable sales growing 5.8% driven by a 4.2% increase in average ticket and a 1.6% increase in transactions.
- Full-year net sales reached $12.4 billion, a 9.7% increase YoY, with operating income at $1.5 billion (12.4% of sales) and diluted EPS of $25.64.
- Key performance metrics for the year included 5.4% comparable sales growth and a loyalty program growth of 5% to 46.7 million active members.
3) Operational Plans & Product Innovations
- The company plans to continue enhancing its brand-building efforts and expand its product assortment, including the successful launch of brands like Rare Beauty and the expansion of K-Beauty and wellness categories.
- Ulta Beauty is also focusing on international expansion, with nearly 100 stores opened in five countries, including the acquisition of Space NK.
- Investments in AI and automation are being made to improve guest experience and operational efficiency, with a new regional distribution center planned for 2027.
4) Guidance & Outlook
- For fiscal 2026, Ulta Beauty anticipates net sales growth of 6% to 7% and comparable sales growth of 2.5% to 3.5%.
- The company expects operating profit to grow in line with or faster than net sales, with diluted EPS projected to increase between 9.4% and 11.4% to a range of $28.05 to $28.55.
- Ulta Beauty remains cautious about the consumer environment, particularly regarding macroeconomic pressures and geopolitical factors, but is focused on maintaining market share and profitability.
5) Problems / Headwinds
- The company is navigating a competitive beauty landscape with increased focus on value and affordability among consumers.
- There are concerns about rising global conflicts potentially impacting economic conditions, which could affect consumer spending in the beauty category.
- The transcript lacks specific details on the impact of the Space NK acquisition on overall performance and future growth strategies.
Bottom line: Ulta Beauty, Inc. is positioned for sustainable growth through strategic investments and a strong focus on customer experience, despite facing a competitive landscape and macroeconomic uncertainties. The company's guidance for fiscal 2026 reflects cautious optimism, aiming to leverage its strengths while navigating potential headwinds.
Ulta Beauty — Financial Overview, Stock Price, Market Cap
Ulta Beauty is a company. Founded in 1990. As of April 13, 2026, the company's market capitalization is $23085185504 with a current stock price of $520.38.