The earnings call highlighted Ulta Beauty's strong start to fiscal 2025, with notable financial performance, market share gains, and digital advancements. However, caution was expressed regarding potential challenges in the second half of the year, particularly due to global trade uncertainties and slower growth in certain categories.

Company Guidance

During Ulta Beauty, Inc.'s first quarter 2025 earnings call, the company reported a 4.5% increase in net sales reaching $2.8 billion, with an operating profit of 14.1% of sales and diluted earnings per share of $6.70. Key performance indicators such as member growth, brand engagement, and app engagement showed improvement, contributing to market share gains. The company expanded its active loyalty member base to 45 million, a 3% year-over-year increase. Ulta also experienced double-digit growth in the fragrance category, and high single-digit growth in skincare and wellness. E-commerce sales rose by about 10%, while stores delivered low single-digit growth. Despite challenges, the company maintained a cautious outlook for the year, expecting net sales between $11.5 billion and $11.7 billion, with comp sales growth in the range of flat to up 1.5%. The guidance reflects potential uncertainties in the second half of the year due to evolving global trade dynamics and consumer pressures.

Strong Financial Performance

Net sales increased 4.5% to $2.8 billion for the first quarter of fiscal 2025. Operating profit was 14.1% of sales, and diluted earnings per share was $6.70.

Market Share Gains

Ulta Beauty achieved market share gains during the quarter, driven by improved execution, exciting new and exclusive brand launches, and evolved promotional plans.

Growth in Fragrance and Skincare

Fragrance was the strongest performing category, delivering double-digit growth. Skincare and wellness category increased in the high single-digit range.

Digital and Personalization Enhancements

Ulta Beauty expanded automation and real-time content delivery across key digital channels, leading to stronger engagement and increased relevance.

Expansion of Active Loyalty Member Base

The active loyalty member base expanded to a record 45 million, up 3% year over year, driving higher engagement and record social impressions.

Ulta Beauty (ULTA) Earnings, Revenues Date & History

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ULTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2025 (Q3)	- / -	5.14	―	―	―
Aug 28, 2025	2025 (Q2)	5.11 / -	5.3	―	―	―
May 30, 2025	2025 (Q1)	5.81 / 6.70	6.47	3.55% (+0.23)	―
Mar 13, 2025	2024 (Q4)	7.13 / 8.46	8.08	4.70% (+0.38)	―
Dec 05, 2024	2024 (Q3)	4.53 / 5.14	5.07	1.38% (+0.07)	―
Aug 29, 2024	2024 (Q2)	5.45 / 5.30	6.02	-11.96% (-0.72)	―
May 30, 2024	2024 (Q1)	6.25 / 6.47	6.88	-5.96% (-0.41)	―
Mar 14, 2024	2023 (Q4)	7.53 / 8.08	6.68	20.96% (+1.40)	―
Nov 30, 2023	2023 (Q3)	4.96 / 5.07	5.34	-5.06% (-0.27)	―
Aug 24, 2023	2023 (Q2)	5.84 / 6.02	5.7	5.61% (+0.32)	―

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

ULTA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 30, 2025	$471.46	$475.68	+0.90%
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%

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.