ULTA Salon, Cosmetics & Fragrance, Inc.
Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta Beauty, ticker: ULTA) operates a large US beauty retail platform combining physical stores, salon services and e-commerce. The company sells cosmetics, skincare, fragrance and haircare from mass to prestige brands and leverages a loyalty programme and omnichannel fulfilment to drive repeat visits and basket size. With a market capitalisation of about $23.58 billion, Ulta has historically benefited from category breadth and scale in distribution and marketing. Key considerations for investors include its exposure to discretionary consumer spending, the competitive beauty landscape, and sensitivity to input costs and supply-chain disruption. Financially, look at same-store sales, digital penetration and loyalty metrics to gauge momentum. This summary is for general educational purposes and not personal investment advice; values can fall as well as rise, and past performance is no guarantee of future returns.
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.
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.
When is the next earnings date for ULTA Salon, Cosmetics & Fragrance, Inc. (ULTA)?
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.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying ULTA stock, with a target price suggesting potential growth ahead.
Financial Health
ULTA is performing well with strong revenue and cash flow, indicating solid business health.
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Explore BasketWhy You’ll Want to Watch This Stock
Omnichannel Advantage
Ulta combines physical stores, salons and e-commerce which can boost customer reach and convenience, though execution and costs matter and results can vary.
Loyalty Programme Pull
A large loyalty base helps drive repeat purchases and data-led marketing, but continued engagement depends on product mix and customer experience.
Consumer Sensitivity
Sales are tied to discretionary spending and trends in beauty; economic weakness or shifting preferences may affect performance.
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