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Ulta Beauty (GB:0LIB)
NASDAQ:0LIB
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
6.96Last Year’s EPS
6.7Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational and top-line momentum — record holiday results, strong comp growth, market share gains, international expansion and robust cash generation — and management provided constructive FY2026 guidance with plans to return capital to shareholders. However, material SG&A growth, near-term profitability pressure from investments (including Space NK integration), higher inventory levels and a competitive promotional environment represent meaningful near-term risks. Overall the positives (revenue growth, market share gains, loyalty and digital traction, cash flow, and defined path to improved profitability) outweigh the listed challenges, while management emphasizes disciplined prioritization and productivity initiatives heading into 2026.Company Guidance
Strong Top-Line Growth
Net sales grew 9.7% for fiscal 2025 to $12.4 billion; Q4 net sales rose 11.8% to $3.9 billion (from $3.5B). Comparable sales increased 5.4% for the year and 5.8% in the quarter.
Improved Operating Profit and EPS Above Guidance
Operating profit for fiscal 2025 was $1.5 billion (12.4% of sales); Q4 operating profit was $477 million (12.2% of sales). Full-year diluted EPS was $25.64, above prior guidance.
Record Holiday & Omnichannel Execution
Company reported record-breaking holiday performance driven by omnichannel buy-anywhere/fulfill-anywhere capabilities, strong in-store execution and digital features; e-commerce delivered mid‑teen growth in Q4 and ~60% of online sales came through the app (active app users up 15% YoY).
Customer Loyalty and Engagement Gains
Loyalty program grew 5% to a record 46.7 million active members; conversion, NPS and transactions improved (transactions up 1.6% in Q4; FY transactions +2.0%), and app engagement increased materially.
Merchandising, Newness and Brand Wins
Expanded assortment with 100+ new brands in 2025, notable launches including Sacred (largest prestige hair care launch in company history), Peach & Lily, DIBS and NOISE; new exclusive assortments and marketing activations drove market share gains in both mass and prestige.
International Expansion and New Channels
Expanded internationally to nearly 100 stores across five countries via Space NK acquisition (80+ stores UK/Ireland), 9 stores in Mexico (Grupo Axo JV), and 2 stores in Middle East (franchise). Launched a curated marketplace with >200 brands and ~5,000 SKUs.
Cash Generation and Capital Deployment
Generated >$1.5 billion in operating cash flow for fiscal 2025, supporting $435 million of capex and $890 million of share repurchases; ended year with $494 million cash & short-term investments and a plan to return approximately $1.0 billion to shareholders in 2026.
Operational Improvements and Margin Tailwinds
Gross margin improved 30 basis points for the year to 39.1% (Q4 was 38.1%, down 10 bps). Inventory shrink reductions and supply chain optimizations drove margin and efficiency benefits; investments in automation/AI and distribution center upgrades increased fulfillment speed and reduced out-of-stocks.
GB:0LIB 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
GB:0LIB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $635.00 | $541.91 | -14.66% |
Dec 04, 2025 | $537.54 | $603.00 | +12.18% |
Aug 28, 2025 | $526.64 | $496.61 | -5.70% |
May 30, 2025 | $469.67 | $473.51 | +0.82% |
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.
FAQ
When does Ulta Beauty (GB:0LIB) report earnings?
Ulta Beauty (GB:0LIB) is schdueled to report earning on May 28, 2026, After Close (Confirmed).
What is Ulta Beauty (GB:0LIB) earnings time?
Ulta Beauty (GB:0LIB) earnings time is at May 28, 2026, After Close (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 the P/E ratio of Ulta Beauty stock?
The P/E ratio of Ulta Beauty is N/A.
What is GB:0LIB EPS forecast?
GB:0LIB EPS forecast for the fiscal quarter 2026 (Q1) is 6.96.
