US · Consumer Cyclical · Specialty Retail
EPS came in at 6.55 against a street estimate of 6.21 — a beat of 5.5%.
Analysts rate Ulta Beauty Inc a buy (13 buy, 13 hold, 2 sell out of 28) with an average price target of $627.64.
CONFIDENT Ulta delivered 8.9% sales growth and 13.3% EPS growth in Q2 FY26, raising full-year guidance. Comp sales +3.8%, loyalty expanded to 47M members, and e-commerce reached 60% of online sales via app. Makeup category flat; fragrance and wellness drove gains. Q2 FY26 International expansion scaling: Space NK celebrated 1-year anniversary post-acquisition with strong sales and market share gains. Mexico expanded footprint; Middle East franchise partner Alshaya progressing on new openings despite geopolitical environment. Analyst Rupesh Parikh probed makeup category weakness and back-half recovery signals. Management attributed flat comps to major mass brands' lack of newness vs. prior year but identified emerging fuller-face makeup trends as potential green shoots. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.51% |
| Vanguard Capital Management, LLC | 6.75% |
| Sanders Capital, LLC | 5.76% |
| State Street Corp | 4.68% |
| Vanguard Portfolio Management, LLC | 4.58% |
| Geode Capital Management, LLC | 2.98% |
| Morgan Stanley - Brokerage Accounts | 2.62% |
| JPMorgan Chase & Co | 2.58% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 ULTA BEAUTY, INC. — FORM 10-Q SUMMARY Quarter Ended August 1, 2026 --- HEADLINE NUMBERS • Net Sales (13 weeks): $3,035,676 thousand vs. $2,788,469 | 2026-08-27 |
| Results announced · Q3 FY2027 ULTA BEAUTY Q2 FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales increased 8.9% to $3,035.7 million in Q2 FY2026 vs. $2,788.5 million in Q2 F | 2026-08-27 |
| Board / officer change · Q3 FY2027 ULTA BEAUTY, INC. – FORM 8-K SUMMARY August 13, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Board Appointment: Brieane L. Olson (age 47) appointed as | 2026-08-17 |
| Board / officer change · Q2 FY2027 ULTA BEAUTY, INC. – FORM 8-K SUMMARY July 14, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Kelly E. Garcia is transitioning from board member to Chief | 2026-07-14 |
| Board / officer change · Q2 FY2027 ULTA BEAUTY, INC. — FORM 8-K SUMMARY June 9, 2026 Annual Meeting of Stockholders --- BUSINESS & SEGMENT HIGHLIGHTS • Ulta Beauty held its 2026 annu | 2026-06-09 |
| Quarterly report · Q2 FY2027 ULTA BEAUTY, INC. — Q1 2026 (13 WEEKS ENDED MAY 2, 2026) HEADLINE NUMBERS • Net sales: $3,163,857 thousand (Q1 2026) vs. $2,848,367 thousand (Q1 202 | 2026-06-02 |
| Proxy statement · Q2 FY2027 ULTA BEAUTY, INC. — PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 10 directors (Martin Brok, Kelly E. | 2026-04-22 |
| Annual report FY2026 ULTA BEAUTY, INC. — FISCAL 2025 (ENDED JANUARY 31, 2026) SUMMARY HEADLINE NUMBERS • Market capitalization: approximately $16.9 billion (as of August | 2026-03-26 |
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Google PlayApp StoreData updated 2026-09-18.