Zacks Investment Research·4d ago
These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your RadarWhy investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Ulta Beauty is demonstrating a reacceleration in its core business, with revenue growth rebounding to 8.9% in Q2 2026 and operating margins stabilizing near 12.7%, suggesting successful navigation of a normalizing beauty cycle. However, this operational moment...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has reaccelerated to 8.9% in Q2 2026, with operating margins holding at 12.7%, indicating the company is effectively scaling its cost structure as top-line momentum returns.
The company is experiencing accelerating comparable sales momentum, indicating strong performance and growth.
Ulta Beauty is seeing enhanced consumer engagement, which drives repeat business and brand loyalty.
The company's conservative FY25 guidance leaves room for upside potential as performance exceeds expectations.
Trailing total returns as of 10/10/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $6.55+5.3% vs $6.22 | $3.0B+1.6% vs $3.0B |
Q3 2026 Jun 2, 2026 | $7.74+12.3% vs $6.89 | $3.2B+1.4% vs $3.1B |
Q2 2026 Mar 12, 2026 | $8.01-1.1% vs $8.10 | $3.9B+1.6% vs $3.8B |
Q4 2025 Dec 4, 2025 | $5.14+11.5% vs $4.61 | $2.9B+5.3% vs $2.7B |
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Ulta Beauty lifts its fiscal 2026 outlook as strong e-commerce growth and a Q2 beat raise the bar for second-half execution.
Ulta Beauty pairs stronger earnings growth and high capital returns with a midrange valuation, but subdued traffic and margin pressure keep execution in focus.
Ulta Beauty's 20.7% three-month rally is backed by stronger Q2 results and raised guidance, but flat traffic, promotions and margins test further gains.
Benchmark ULTA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ulta Beauty, Inc. (ULTA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $564.21 | $24.25B | 22.01 | 9.71% | 9.31% | 43.59% | — | |
| $17.71 | $3.57B | 5.77 | -0.22% | 10.83% | — | — | |
| $105.96 | $6.24B | 240.82 | 24.59% | 3.38% | 5.18% | — | |
| $2.79 | $2.46B | -3.99 | -1.46% | -10.47% | -17.03% | — | |
| $16.03 | $1.53B | 8.48 | -0.42% | 5.16% | 23.11% | — | |
| $0.57 | $73.73M | -3.56 | -10.02% | -9.79% | -47.84% | — |
Ulta Beauty, Inc. (ULTA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ulta Beauty, Inc. (ULTA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 27, 2026·SEC
Aug 17, 2026·SEC
Jun 9, 2026·SEC
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Ulta Beauty, Inc. (ULTA) stock FAQ — growth, dividends, profitability & financials explained
Ulta Beauty, Inc. (ULTA) reported $12.96B in revenue for fiscal year 2025. This represents a 3477% increase from $362.2M in 2002.
Ulta Beauty, Inc. (ULTA) grew revenue by 9.7% over the past year. This is steady growth.
Yes, Ulta Beauty, Inc. (ULTA) is profitable, generating $1.21B in net income for fiscal year 2025 (9.3% net margin).
Ulta Beauty, Inc. (ULTA) has a return on equity (ROE) of 43.6%. This is excellent, indicating efficient use of shareholder capital.
Ulta Beauty, Inc. (ULTA) generated $1.07B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
