Ulta Beauty vs Tapestry
Ulta Beauty vs Tapestry: this page compares two leading retailers to illuminate differences in business models, financial performance, and market context. It presents an accessible, neutral overview of brand positioning, revenue streams, store networks, and growth strategies to help readers understand competitive dynamics. Educational content, not financial advice.
Ulta Beauty vs Tapestry: this page compares two leading retailers to illuminate differences in business models, financial performance, and market context. It presents an accessible, neutral overview o...
Why It's Moving
ULTA Stock Warning: Why Analysts See -5% Downside Risk
- Ulta crossed above its 20-day moving average on February 3, signaling short-term bullish momentum after a 5.5% rise over four weeks, bolstered by Zacks Rank #1 (Strong Buy) status.
- Q3 2025 results showed net sales up 12.9% to $2.9B with 6.3% comparable sales growth from higher transactions and average tickets, though operating margin dipped to 10.8%.
- On February 4, Ulta launched its first-ever Roster, its largest investment in women's sports, aiming to boost brand loyalty and capture more wallet share in a competitive beauty market.
TPR Stock Surges on Stellar Q2 Earnings Beat and Upbeat FY26 Guidance Despite Analyst Cautions
- Q2 revenue hit $2.5B, beating estimates by nearly $200M, driven by strong Coach engagement with Gen Z consumers across North America, Europe, and China.
- Adjusted EPS reached $2.69, topping forecasts and prior year by 34%, with gross margins at record 75.5% showcasing pricing power in a tough environment.
- Company lifted FY26 guidance for revenue to $7.75B, EPS $6.40-$6.45, and pledged $1.5B in shareholder returns, prompting banks like Citigroup to hike targets.
ULTA Stock Warning: Why Analysts See -5% Downside Risk
- Ulta crossed above its 20-day moving average on February 3, signaling short-term bullish momentum after a 5.5% rise over four weeks, bolstered by Zacks Rank #1 (Strong Buy) status.
- Q3 2025 results showed net sales up 12.9% to $2.9B with 6.3% comparable sales growth from higher transactions and average tickets, though operating margin dipped to 10.8%.
- On February 4, Ulta launched its first-ever Roster, its largest investment in women's sports, aiming to boost brand loyalty and capture more wallet share in a competitive beauty market.
TPR Stock Surges on Stellar Q2 Earnings Beat and Upbeat FY26 Guidance Despite Analyst Cautions
- Q2 revenue hit $2.5B, beating estimates by nearly $200M, driven by strong Coach engagement with Gen Z consumers across North America, Europe, and China.
- Adjusted EPS reached $2.69, topping forecasts and prior year by 34%, with gross margins at record 75.5% showcasing pricing power in a tough environment.
- Company lifted FY26 guidance for revenue to $7.75B, EPS $6.40-$6.45, and pledged $1.5B in shareholder returns, prompting banks like Citigroup to hike targets.
Investment Analysis
Ulta Beauty
ULTA
Pros
- Ulta Beauty shows strong operational efficiency with a return on equity near 49% and a net margin above 10%.
- The company posted a 9.3% year-over-year revenue growth to $2.79 billion in recent quarterly results, beating earnings estimates.
- It is expanding internationally via acquisitions and franchising while investing in omnichannel experiences and a loyalty program driving repeat sales.
Considerations
- Ulta Beauty’s stock valuation suggests it may be overvalued by approximately 40%, raising concerns about future price appreciation.
- Recent stock price volatility is notable, with a 52-week range between about $309 and $572, reflecting market uncertainty.
- Short-term technical indicators lean bearish, indicating potential momentum weakness despite overall strong fundamentals.
Tapestry
TPR
Pros
- Tapestry benefits from a diversified luxury brand portfolio including Coach, Kate Spade, and Stuart Weitzman, supporting stable revenue streams.
- The company has demonstrated effective digital channel expansion, improving e-commerce sales growth in recent periods.
- Strong brand recognition and focus on product innovation support competitive positioning in the premium fashion market.
Considerations
- Tapestry faces exposure to global macroeconomic pressures that could impact consumer discretionary spending on luxury goods.
- The company is exposed to foreign currency fluctuations due to its significant international footprint, impacting reported earnings.
- Increasing supply chain costs and inflationary pressures may weigh on margins and profitability in the near term.
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Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty's next earnings date is estimated for Thursday, March 12, 2026, covering the Q4 2025 quarter (fiscal quarter ended early February 2026). This date aligns with the company's historical reporting pattern and is listed on their investor relations calendar for the Q4 2025 earnings conference call. As of February 2, 2026, no official confirmation has been issued, but multiple analyst sources project this timing post the prior Q3 2025 release.
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open. This release will cover the Q2 2026 fiscal quarter ending December 2025. The earnings conference call is set for 8:00 AM ET on the same day.
Ulta Beauty (ULTA) Next Earnings Date
Ulta Beauty's next earnings date is estimated for Thursday, March 12, 2026, covering the Q4 2025 quarter (fiscal quarter ended early February 2026). This date aligns with the company's historical reporting pattern and is listed on their investor relations calendar for the Q4 2025 earnings conference call. As of February 2, 2026, no official confirmation has been issued, but multiple analyst sources project this timing post the prior Q3 2025 release.
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open. This release will cover the Q2 2026 fiscal quarter ending December 2025. The earnings conference call is set for 8:00 AM ET on the same day.
Which Baskets Do They Appear In?
Celebrity Brand Stocks: Retail Marketing Power 2025
American Eagle's recent earnings beat, driven by a successful campaign with Sydney Sweeney, highlights the value of celebrity endorsements. This theme focuses on retail and apparel companies positioned to benefit from similar high-profile influencer partnerships.
Published: September 4, 2025
Explore BasketWhich Baskets Do They Appear In?
Celebrity Brand Stocks: Retail Marketing Power 2025
American Eagle's recent earnings beat, driven by a successful campaign with Sydney Sweeney, highlights the value of celebrity endorsements. This theme focuses on retail and apparel companies positioned to benefit from similar high-profile influencer partnerships.
Published: September 4, 2025
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