Ulta Beauty reports Q4 EPS $8.01, consensus $8.03

Reports Q4 revenue $3.90B, consensus $3.82B. Comparable sales increased 5.8% and 5.4% for Q4 and fiscal year, respectively. “The Ulta Beauty (ULTA) team closed the year with momentum, delivering strong fourth quarter and full-year sales and continued market share gains. Our better-than-planned financial performance reflects our continued focus on serving our guests and consistently delivering great experiences through better execution, compelling newness, more seamless and convenient experiences, and bold new merchandising and marketing strategies,” said Kecia Steelman, president and chief executive officer. “I am proud of how our team is embracing and executing our Ulta Beauty Unleashed strategy. Looking ahead, we are well positioned for sustainable, profitable growth in 2026 and beyond and are excited to build on our successes to extend our position as the unmatched beauty and wellness destination for all guests across all ages and life stages.”