Live Report · Updated January 26, 2026

Ulta Beauty vs Dollar General

Ulta Beauty and Dollar General are compared to illuminate how their business models, financial performance, and market context differ. This page explains how each company operates, where revenue comes from, and the environments in which they compete, in neutral, accessible language. Educational content, not financial advice.

Ulta Beauty and Dollar General are compared to illuminate how their business models, financial performance, and market context differ. This page explains how each company operates, where revenue comes...

Comparison Snapshot

Key Financial Metrics

ULTA

Metric

DG

$29.34B

Market Cap

$33.09B

-0.76%

Potential Profit

-9.65%

Buy

Analyst Rating

Buy

Why It's Moving

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

Dollar General Hits Fresh 52-Week High on Momentum from Strong Earnings Beat and Upbeat Guidance.

Q4 earnings crushed forecasts with $1.28 EPS versus $0.95 expected and $10.65B revenue topping $10.60B estimates, highlighting resilient consumer demand for value goods.
FY2025 guidance raised to $6.30–6.50 EPS, well above prior ~$5.75 consensus, pointing to sustained margin gains from store remodels and private label push.
Fresh 52-week high at $146.89 reflects short-term momentum with 43% 90-day gains, despite insider sales and mixed technical signals.

Sentiment:

🐃Bullish

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

Dollar General Hits Fresh 52-Week High on Momentum from Strong Earnings Beat and Upbeat Guidance.

Q4 earnings crushed forecasts with $1.28 EPS versus $0.95 expected and $10.65B revenue topping $10.60B estimates, highlighting resilient consumer demand for value goods.
FY2025 guidance raised to $6.30–6.50 EPS, well above prior ~$5.75 consensus, pointing to sustained margin gains from store remodels and private label push.
Fresh 52-week high at $146.89 reflects short-term momentum with 43% 90-day gains, despite insider sales and mixed technical signals.

Sentiment:

🐃Bullish

Investment Analysis

Ulta Beauty

ULTA

Pros

Ulta Beauty has demonstrated strong revenue growth of 9.3% year-over-year, indicating solid demand in the beauty retail sector.
The company has a high return on equity of 48.78%, reflecting efficient management and profitability.
Recent quarterly earnings of $5.78 per share significantly exceeded analyst expectations, supporting robust financial health.

Considerations

Analyst price targets show considerable uncertainty, with some estimates forecasting a large downside of nearly 45% in the next 12 months.
The price-to-earnings ratio of around 20.65 suggests potential overvaluation compared to earnings.
Corporate insiders hold only 0.17% of shares, which may indicate limited insider confidence in the stock’s future performance.

Dollar General

DG

Pros

Dollar General operates a broad discount retail network, making it resilient to economic downturns and appealing to value-conscious consumers.
The company benefits from strong cash flow generation and a solid balance sheet with manageable debt levels.
Its focus on expanding private label products and store footprint supports ongoing organic growth.

Considerations

Dollar General faces risks from inflationary pressures that could squeeze margins and reduce discretionary consumer spending.
Competitive pressure from both large retailers and e-commerce platforms may limit pricing power and market share gains.
Regulatory headwinds related to labor costs and minimum wage increases could raise operating expenses.

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