Ulta Beauty (CH:34U)
NASDAQ:34U
34U Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Loyalty & First‑party DataA ~47 million Rewards base is a durable competitive asset: it drives repeat purchases, higher average spend and provides large first‑party data for personalization and AI targeting. That scale supports long‑term customer economics and resilience against competitors.
Omnichannel & E‑commerce MomentumMid‑teen e‑commerce growth and robust omnichannel capabilities (BOPIS, same‑day delivery, integrated marketplace and BNPL checkout) create durable conversion and fulfillment advantages, improving convenience, attachment rates and margin mix over time.
Strong Cash Return PolicyAggressive buyback activity alongside sustained operating cash generation signals management confidence and disciplined capital allocation. The ability to return capital at scale supports shareholder returns and indicates recurring free cash flow capacity.
Bears Say
Rising LeverageLeverage trending higher reduces financial flexibility to fund growth or absorb shocks. Rising debt ratios and short‑term borrowings to support buybacks increase refinancing and liquidity risk, making the company more sensitive to cyclical slowdowns or cost inflation.
Margin Compression & Cash ConversionMulti‑year margin compression and operating cash flow below reported earnings signal structural cost or promotional pressure. Weaker cash conversion (FCF ~68% of net income) reduces the cushion for reinvestment and makes earnings more vulnerable to operating cost increases.
Inventory Build & Investment‑Led SG&AA sizable inventory build tied to new brands and Space NK integration elevates working capital and margin risk if sell‑through slows. Coupled with higher SG&A for strategic initiatives, this increases cash burn and execution demands over the next several quarters.
Ulta Beauty News
34U FAQ
What was Ulta Beauty’s price range in the past 12 months?
Currently, no data Available
What is Ulta Beauty’s market cap?
Currently, no data Available
When is Ulta Beauty’s upcoming earnings report date?
Ulta Beauty’s upcoming earnings report date is Aug 20, 2026 which is in 55 days.
How were Ulta Beauty’s earnings last quarter?
Ulta Beauty released its earnings results on Jun 02, 2026. The company reported $6.274 earnings per share for the quarter, beating the consensus estimate of $5.582 by $0.692.
Is Ulta Beauty overvalued?
According to Wall Street analysts Ulta Beauty’s price is currently Undervalued.
Does Ulta Beauty pay dividends?
Ulta Beauty does not currently pay dividends.
What is Ulta Beauty’s EPS estimate?
Ulta Beauty’s EPS estimate is 5.
How many shares outstanding does Ulta Beauty have?
Currently, no data Available
What happened to Ulta Beauty’s price movement after its last earnings report?
Ulta Beauty reported an EPS of $6.274 in its last earnings report, beating expectations of $5.582. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Ulta Beauty?
Currently, no hedge funds are holding shares in CH:34U
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Ulta Beauty Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$508.31 (― Downside)
$508.31 (― Downside)
Insider Transactions
Sold Shares
Worth CHF345.0K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
5.75%
12-Months-Change
Fundamentals
Return on Equity
44.77%
Trailing 12-Months
Asset Growth
15.18%
Trailing 12-Months
Company Description
Ulta Beauty
Ulta Beauty, Inc. functions as a prominent beauty product retailer throughout the United States. Its physical locations feature a broad assortment of goods, including cosmetics, perfumes, skincare, haircare items, bath and body essentials, and professional salon styling instruments. Additionally, they provide a comprehensive suite of salon services, encompassing hair, skin, makeup, brow, and nail treatments. The company further offers its proprietary label products, such as the Ulta Beauty Collection for cosmetics, skincare, and bath items, alongside other Ulta Beauty branded merchandise and gift options. As of March 10, 2022, Ulta Beauty operated 1,308 retail stores across all 50 U.S. states. Its products are also available for purchase via its website, ulta.com, and through its mobile applications. Incorporated in 1990, the enterprise was initially known as Ulta Salon, Cosmetics & Fragrance, Inc., before officially changing its name to Ulta Beauty, Inc. in January 2017. Its corporate base is located in Bolingbrook, Illinois.
34U Company Deck
34U Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong execution and profitable top-line growth: double-digit net sales growth (11.1%), mid-teens e-commerce growth, meaningful gross margin expansion (+100 bps to 40.1%), and a sizable increase in EPS (+15.5%). Management maintained full-year guidance, raised EPS guidance and increased the share buyback program, reflecting confidence. Key risks highlighted were elevated SG&A from strategic investments, inventory buildup, transportation/fuel cost pressures, and tougher near-term comp compares. New channels and exclusive brand building (TikTok Shop, marketplace, NOYZ, Space NK) showed early traction but are still scaling. Overall, positives (robust sales, margin improvement, EPS and buyback acceleration, loyalty scale and e-commerce momentum) outweigh the headwinds (investment-driven SG&A, inventory and macro/cost uncertainty), leading to a constructive outlook.View all CH:34U earnings summaries34U Revenue Breakdown
41.00% Cosmetics
19.00% Haircare products and styling tools
19.00% Skincare
15.00% Fragrance and bath
6.00% Other
34U Stock 12 Month Forecast
Average Price Target
$508.31
Options Prices
Currently, No data available
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