Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Impairment, restructuring and other costs

Pre-opening expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Ulta Beauty

Ulta Beauty, Inc. engages in the retail of beauty products. The company has one reportable segment, which includes retail stores, salon services, and e-commerce. Its products include makeup, skin care, tools and brushes, fragrance, and bath and body. Ulta was founded on January 9, 1990, and is headquartered in Bolingbrook, IL.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Ulta Beauty reports strong Q1 2023 earnings amidst competitive challenges

Ulta Beauty's Q1 2023 performance reflects strong sales growth, member engagement, and a focus on personalized customer experiences. However, challenges with inventory shrink and intense competition pose near-term headwinds. The company remains confident in its long-term strategies and profitability, with a strategic focus on driving growth and enhancing guest experiences.

Ulta Beauty reports strong Q2 earnings and raises fiscal outlook

Ulta Beauty is confident in its ability to continue gaining market share and adapt to changing consumer trends. The company is investing in additional labor to ensure guest satisfaction and is focused on driving growth across all categories, including Mass and Prestige. Expect promotions to remain well below 2019 levels, with confidence in managing through moderation with new capabilities and lines of business.

Ulta Beauty reports strong Q3 performance, focuses on customer engagement and technology for growth

Ulta Beauty's Q3 performance was strong, driven by skincare and loyalty program growth, despite challenges in makeup and hair care sales. The company is leveraging technology and customer engagement to drive growth and profitability.

Ulta Beauty reports record-breaking year, eyes growth through innovation

Ulta Beauty's strong financial performance in 2022 sets a solid foundation for continued growth and innovation in fiscal 2023.
While facing challenges like lower comp growth and margin pressures, the company remains focused on strategic investments and operational excellence.
Opportunities in new product offerings, normalized pricing, and store expansion position Ulta Beauty for sustained success and market leadership in the beauty industry.

Ulta Beauty posts robust Q1 results, focuses on customer engagement

Ulta Beauty delivered strong Q1 results amidst challenges, focusing on customer engagement, omnichannel experience, and strategic investments.
The company's strengths lie in skincare, mass category products, and customer retention efforts, while addressing shrink and competition.
Opportunities in wellness, data capabilities, and personalized experiences position Ulta Beauty for long-term growth and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Ulta's recent financial performance shows increased inventory (10%) alongside falling comp sales and profits, indicating unsuccessful attempts to gain market share through pricing strategies. Online competitors like Amazon and Walmart are emerging as significant threats in the beauty product market, offering lower prices and a wider range of products. Ulta lacks differentiation in in-store services compared to Sephora, which offers more polished beauty consultations that effectively increase sales conversion.

The Fading Allure Of Ulta (Rating Downgrade)

Ulta Beauty (ULTA) stock price is stuck in a deep bear market as concerns about its business grows. It has crashed by over 36% from its highest point this year and is hovering near its lowest point since May 2022.

3 reasons why the Ulta Beauty stock price is about to get ugly

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UBS is bullish on several consumer stocks for the rest of 2024, according to a new report from the investment bank. Analysts highlighted six companies they believe have strong growth potential, emphasizing what they see as compelling investment opportunities due to their ability to outperform peers, driven by factors such as robust top-line growth (like Colgate-Palmolive), margin recovery and stabilization (Target), record bookings (Royal Caribbean), positive sales momentum (Domino's), and the potential for market expansion (On Holding AG).

Six consumer stocks poised for growth in 2024, according to UBS

Ulta Beauty's stock has shifted from growth to value, trading at a P/E ratio of less than 15x, presenting a potential buying opportunity. Despite recent setbacks, Ulta remains a key tenant for many shopping center REITs with strong financials and growth prospects. Berkshire Hathaway's recent investment in Ulta signals confidence in the company's future, despite its Q2 earnings miss and reduced guidance.

Ulta Beauty Is A Beautiful Value Stock

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Ulta (ULTA) Is a Good Investment: Is It?

For the second straight quarter, Ulta lowered its full-year guidance. The company has been facing intensified competitive pressures.

Newest Warren Buffett Holding Sees Its Shares Sink After Lowering Its Forecast. Is It Time to Buy the Dip?

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Investors hang on Warren Buffett's every move because he is the greatest investor of our time.

Warren Buffett's Best Bets: 3 Stocks The Oracle Is Buying Hand Over Fist

Technically speaking, a bottom in stock prices isn't a bottom until it's been confirmed by a second bounce, and Ulta NASDAQ: ULTA is a prime example. The first entry signal is typically the strongest and provides the biggest gains but also comes with the most risk.

Ulta's Stock Dip: Analysts Say Seize This Buying Opportunity

Ulta Beauty, Inc.'s Q2 2024 results disappointed, with revenue and earnings below analyst expectations, leading to a 7% stock drop at one point during the day. Despite challenges, Ulta Beauty remains a strong, growing business with no debt, $414 million in cash, and an ongoing $2 billion share buyback program. The company's valuation is attractive, and management's confidence in share buybacks highlights the stock's perceived undervaluation, making it a compelling investment opportunity.

Ulta Beauty's Ugly Day

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Friday's price action was choppy ahead of the long holiday weekend, but an in-line inflation report and late-day burst of buying power kept stocks above water.

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ULTA's Q2 results reflect lower earnings amid a dynamic operating environment. This suggests strained consumer spending.

ULTA Lags on Q2 Earnings, Cuts FY24 View Amid Weak Consumer Spending

Amid escalating competitive pressures, Ulta Beauty is facing a challenging retail environment that impacted its store performance in the second quarter, according to earnings results. Although the beauty sector remains strong, the rapid influx of new competitors has challenged Ulta's ability to sustain its market share, particularly in the prestige beauty category.

Ulta Beauty Store Sales Hit by Increased Competition and Market Shifts

Ulta Beauty Inc ULTA shares are down on Friday, after the company reported a second-quarter earnings miss.

Ulta Beauty Misses Q2: Loses Market Share, Inventories Continue To Grow, Says Analysts

Shares of Ulta Beauty (ULTA) slumped after the seller of beauty products reported worse-than-expected results and cut its outlook on a surprise drop in comparable store sales.

A Consumer Pullback and Competition Hit Ulta Beauty's Results. Its Stock Is Dropping

Ulta Beauty Inc (NASDAQ:ULTA) shares moved lower after the cosmetics retailer lowered its full-year sales and profit guidance on the back of a disappointing quarter. Full-year sales are now expected to be in the range of $11 billion to $11.2 billion, down from earlier guidance of $11.5 billion to $11.6 billion.

Ulta Beauty slashes full-year forecasts after weak second quarter

Ulta Beauty stock is falling Friday after disappointing earnings, but Wall Street isn't worried. Here's what you need to know.

Why Ulta Beauty Stock Is Still a Buy After Earnings

The selloff in Ulta Beauty Inc.'s shares after the company's weaker-than-expected second-quarter earnings is a buying opportunity for investors, who now include Warren Buffett, investment banking firm D.A. Davidson said Friday.

Ulta's stock slump after disappointing earnings is a buying opportunity, analysts say

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 100 points on Friday.

Ulta Beauty Reports Downbeat Results, Joins Elastic And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Ulta Beauty noted a decline in traffic and cut its full-year forecast after Q2 results missed both internal and analyst estimates.

Ulta Beauty Slashes Outlook On Q2 Miss, Traffic Drop; Shares Fall

The retailer's CEO said in May that the chain has faced increasing challenges in terms of its market share.

Ulta Beauty Stock Dives After Earnings Miss. Why Berkshire Hathaway Sees Potential.

Ulta Beauty, Inc. (NASDAQ:ULTA ) Q2 2024 Earnings Conference Call August 29, 2024 4:30 PM ET Company Participants Kiley Rawlins - VP, IR Dave Kimbell - CEO Paula Oyibo - CFO Kecia Steelman - President & COO Conference Call Participants Steven Forbes - Guggenheim Securities Amy Teske - Baird Michael Lasser - UBS Rupesh Parikh - Oppenheimer Kelly Crago - Citi Korinne Wolfmeyer - Piper Sandler Juliana Duque - Wells Fargo Michael Baker - D.A. Davidson Ashley Helgans - Jefferies Olivia Tong - Raymond James Susan Anderson - Canaccord Genuity Operator Good afternoon, and welcome to Ulta's Beauty's Conference Call to discuss results for the Ulta Beauty Second Quarter 2024 Earnings Results.

Ulta Beauty, Inc. (ULTA) Q2 2024 Earnings Call Transcript

The headline numbers for Ulta (ULTA) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Ulta (ULTA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Revenue rose slightly in the second quarter, but comparable sales fell by 1.2%. Gross profit margin deteriorated from 39.3% to 38.3%.

Ulta Beauty Delivers Tepid Q2 Results, Cuts Full-Year Guidance

Ulta Beauty (ULTA) came out with quarterly earnings of $5.30 per share, missing the Zacks Consensus Estimate of $5.45 per share. This compares to earnings of $6.02 per share a year ago.

Ulta Beauty (ULTA) Misses Q2 Earnings and Revenue Estimates

Ulta Beauty cut its annual sales and profit forecasts on Thursday, hurt by slowing demand for higher-priced cosmetics and fragrances at its stores.

News for Ulta Beauty Stock (ULTA)