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Ulta Beauty (ULTA)
:ULTA
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
5.78Last Year’s EPS
6.47Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: 11.48%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Neutral
Ulta Beauty experienced both notable achievements and significant challenges in 2024. While there was growth in the loyalty program and expansion efforts, the company faced market share loss, decreased sales, and inflationary pressures. The balance between positive expansions and the negative financial trends suggests a period of cautious optimism and strategic realignment.Company Guidance
During Ulta Beauty's fourth quarter 2024 earnings call, the company provided detailed guidance for fiscal 2025. They expect net sales to range between $11.5 billion and $11.6 billion, with comparable sales growth projected between flat to 1%. Operating profit is anticipated to decrease in the low double-digit range, while operating margin is expected to be between 11.7% and 11.8% of net sales. The company plans to invest heavily in strategic initiatives under its "Ulta Beauty Unleashed" plan, focusing on brand building, digital acceleration, and wellness, which are anticipated to pressure profitability in 2025 but are deemed crucial for long-term growth. Capital expenditures are projected to be between $425 million and $500 million, with significant investments in new stores, remodels, and supply chain enhancements. Diluted earnings per share for 2025 are expected to be between $22.50 and $22.90. The company remains focused on driving core business growth, scaling new accretive businesses, and realigning its foundation for future competitiveness.Record High Loyalty Program Growth
Ulta Beauty's loyalty program grew by 3% to a record high of 44.6 million members in 2024.
Expansion and New Store Openings
Ulta Beauty expanded accessibility with the opening of 60 net new stores, 100 new Ulta Beauty at Target shop-in-shop locations, and announced expansion plans into Mexico and the Middle East in 2025.
Fragrance and Skincare Category Growth
Fragrance delivered double-digit comp growth, while skincare saw mid-single-digit growth, driven by new brands and increased engagement in body care.
Cost Savings and Financial Discipline
Since 2019, Ulta Beauty has delivered $550 million in cost savings and targets an additional $200 million in cost optimization over the next three years.
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ULTA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ULTA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $314.47 | $357.48 | +13.68% |
| Dec 05, 2024 | $392.87 | $428.17 | +8.99% |
| Aug 29, 2024 | $367.58 | $352.84 | -4.01% |
| May 30, 2024 | $385.58 | $395.09 | +2.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ulta Beauty (ULTA) report earnings?
Ulta Beauty (ULTA) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Ulta Beauty (ULTA) earnings time?
Ulta Beauty (ULTA) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ULTA EPS forecast?
ULTA EPS forecast for the fiscal quarter 2025 (Q1) is 5.78.
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