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Ulta BeautyTapestry

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 o...

Why It's Moving

Ulta Beauty

Ulta Beauty Accelerates Global Push with UAE Entry and Wellness Shop-In-Shops Launch.

  • UAE debut on January 23 signals bold international growth, building on existing Middle East footprint to capture affluent beauty shoppers.
  • Wellness shop-in-shops launching soon position Ulta as a leader in the fast-expanding wellness-beauty crossover market.
  • Fresh product launches like NYX brow tools and Rare Beauty rollout keep shelves stocked with buzzworthy items amid strong consumer interest.
Sentiment:
🐃Bullish
Tapestry

Tapestry's Q1 Earnings Crush Forecasts but Shares Tumble on Investor Jitters

  • EPS hit $1.38, topping $1.26 forecast by 9.52%, with revenue at $1.7B exceeding $1.64B expectations, signaling robust global demand.
  • Adjusted operating margin expanded 200 basis points, acquired 2.2M new customers, highlighting brand strength amid luxury sector pressures.
  • Raised FY2026 outlook incorporating Q1 strength, yet shares dropped to $94.75, reflecting unease over potential headwinds like tariffs or Kate Spade turnaround risks.
Sentiment:
🌋Volatile

Investment Analysis

Ulta Beauty

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

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.

Related Market Insights

The Celebrity Effect: How Influencer Marketing Drives Retail Stock Success

Discover how influencer marketing drives retail stock success. Learn from American Eagle's Sydney Sweeney campaign & invest in companies leveraging celebrity endorsements.

Author avatar

Aimee Silverwood | Financial Analyst

September 4, 2025

Read Insight

Ulta Beauty (ULTA) Next Earnings Date

Ulta Beauty (ULTA) is estimated to report its next earnings on Thursday, March 12, 2026, covering the Q4 2025 period (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 earnings conference call. Note that the exact timing remains unconfirmed by the company as of now.

Tapestry (TPR) Next Earnings Date

Tapestry, Inc. (TPR) is scheduled to report its next earnings on February 5, 2026, before market open. This earnings release will cover the fiscal quarter ending December 2025. Analysts are forecasting an EPS of $2.16 for this period, which would represent growth compared to the prior year. The company's conference call is expected to begin at 8:00 AM ET on that date.

Which Baskets Do They Appear In?

Celebrity Brand Stocks: Retail Marketing Power 2025

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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