Ulta Beauty (34U) Price & Analysis
34U Stock Chart & Stats
- Day’s Range
- EUR 574.40 - EUR 580.80
- 52-Week Range
- EUR 394.90 - EUR 595.40
- Previous Close
- EUR 573.00
- Volume
- 0
- Average Volume (3M)
- 14
- Market Cap
- EUR 24.44B
- Enterprise Value
- EUR 24.39B
- Total Cash (Recent Filing)
- EUR 213.45M
- Total Debt (Recent Filing)
- EUR 2.52B
- Price to Earnings (P/E)
- 23.2
- Beta
- 0.49
- Next Earnings
- Dec 03, 2026
- EPS Estimate
- 5.02
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Strong Profitability And Cash Generation
Ulta combines strong specialty-retail profitability with substantial operating and free cash flow. This supports store, technology and customer investments while preserving financial flexibility, allowing the company to fund growth initiatives and shareholder returns through the next several quarters.
Omnichannel And Loyalty Scale
Ulta’s large store network, growing digital channel and expanding loyalty base reinforce a durable customer ecosystem. Store-enabled fulfillment can improve convenience and efficiency, while member engagement and higher spend per member support retention, purchase frequency and basket growth.
Raised Outlook And Category Expansion
The raised outlook indicates management sees sufficient demand and execution capacity to deliver growth above the recent low-single-digit trend. Strength in multiple categories, including exclusive K-Beauty offerings, broadens growth sources and can support market-share gains over coming quarters.
Bears Say
Moderating Underlying Growth
Slower revenue growth and lower profitability than prior peaks suggest the post-2022 acceleration has faded. A more moderate trajectory can constrain operating leverage and reduce the cushion available to absorb higher investments, competitive pressure or weaker demand in selected categories.
Higher Leverage And Interest Expense
Using the revolver to support repurchases increases financial leverage and recurring interest costs. Although debt remains manageable, a lean equity base means further borrowing could reduce flexibility for stores, technology and strategic initiatives if operating conditions weaken.
Category Softness And Promotional Pressure
Weakness in mass makeup, skin care and body care affects important parts of Ulta’s assortment, while greater promotional intensity can pressure merchandise margins. Persistent value sensitivity could require heavier promotions, making growth and margin improvement harder to sustain.
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Ulta Beauty Stock Smart Score
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.
- Sector
- Consumercyclical
- Industry
- Specialty Retail
- CEO
- Kecia L. Steelman
- Employees
- 65,000
- Website
- www.ulta.com
- Address
- 1000 Remington Boulevard, Bolingbrook, IL, 60440, US
Ulta Beauty (34U) Earnings & Revenues
34U Company Deck
34U Earnings Call
Earnings Call SentimentPositive
The call presented a predominantly positive picture: strong top‑line growth (+8.9%), double‑digit EPS expansion (+13.3%), raised full‑year guidance, robust e‑commerce/omni‑channel momentum, loyalty expansion and successful category initiatives (fragrance, K‑Beauty, wellness). Headwinds were present but largely modest — category pockets of softness (mass makeup, some skin/body), a slight gross‑margin impact from Space NK, higher SG&A tied to investments and an uptick in promotional intensity. Management signaled prudent assumptions for the back half and continued focus on productivity, margin management and capital returns.
View all DE:34U earnings summaries34U Net sales 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
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 1 | 7 |
| Technical Analysis | 2 | 1 | 7 |
| Moving Averages | 12 | 0 | 0 |