XNAS · Consumer Discretionary · Specialty Retail
Ulta Beauty is the largest specialized beauty retailer in the US with more than 1,500 freestanding stores. The firm offers cosmetics (38% of 2025 sales), fragrances (13%), skin care (24%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for 4% of its revenue and drive customer traffic. Outside of the US, Ulta operates premium beauty retailer Space NK (86 stores at year-end 2025 in the UK and Ireland) and has franchised stores in Mexico, and a joint venture in the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Ulta delivered a solid beat with **$6.55 EPS** on **$3.0B revenue**, while the board added a new independent director. Management’s **6%-7%** sales growth and **$28.05-$28.55** EPS guide imply steady beauty-category resilience, not reacceleration.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-27 | Q2 2026 | 6.25 | 6.55 | +4.80% | $3.04B | ✅ Beat | -3.35% | — | — |
| 2026-06-02 | Q1 2026 | 6.89 | 7.74 | +12.34% | $3.16B | ✅ Beat | +1.14% | -3.43% | -6.78% |
| 2026-03-12 |
| Q4 2025 |
| 8.01 |
| 8.01 |
| +0.00% |
| $3.90B |
| ➖ Inline |
| -8.44% |
| -14.50% |
| -16.70% |
| 2025-12-04 | Q3 2025 | 4.58 | 5.14 | +12.23% | $2.86B | ✅ Beat | — | — | — |
| 2025-08-28 | Q2 2025 | 5.02 | 5.78 | +15.14% | $2.79B | ✅ Beat | — | — | — |
| 2025-05-29 | Q1 2025 | 5.80 | 6.70 | +15.52% | $2.85B | ✅ Beat | — | — | — |
| 2025-03-13 | Q4 2024 | 7.15 | 8.46 | +18.32% | $3.49B | ✅ Beat | — | — | — |
| 2024-12-05 | Q3 2024 | 4.52 | 5.14 | +13.72% | $2.53B | ✅ Beat | — | — | — |
Showing last 8 quarters.