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Ulta Beauty (ULTA)
:ULTA
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Ulta Beauty (ULTA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
7.87
Last Year’s EPS
8.46
Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Dec 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a strong performance in sales growth, loyalty program expansion, and international progress, but was tempered by increased SG&A expenses and a decline in operating margins.
Company Guidance
During Ulta Beauty's Third Quarter 2025 Earnings Call, the company reported a strong performance with net sales increasing by 12.9% to $2.9 billion and a comparable sales growth of 6.3%. The operating profit was 10.8% of sales, and diluted EPS reached $5.14 per share. Ulta saw double-digit e-commerce growth and a 4% increase in loyalty members, reaching a record 46.3 million. Key growth drivers included new brand launches, particularly in fragrance and skincare, and enhanced digital and in-store experiences. The company also highlighted the success of international expansion efforts, including new store openings in Mexico and the Middle East. Looking forward, Ulta Beauty increased its fiscal 2025 guidance, expecting net sales of approximately $12.3 billion and comp sales growth between 4.4% and 4.7%. The company remains focused on its long-term strategy to drive market share and optimize resources for sustained growth.
Strong Sales Growth
Net sales increased by 12.9% to $2.9 billion for the third quarter, driven by a 6.3% increase in comparable sales.
Loyalty Program Achievement
Loyalty member growth of 4% year over year to a record 46.3 million members.
E-commerce and Store Performance
E-commerce sales increased in the mid-teen range, with app engagement accounting for 65% of online member sales, and stores contributing 80% of the total business.
International Expansion
Opened seven stores in Mexico through a joint venture and one store in the Middle East through a franchise partnership.
New Brand Launch Success
Launched more than 35 new brands, including exclusive launches like Beyonce's hair care line, Sacred, marking the most successful prestige hair care launch in Ulta Beauty's history.

Ulta Beauty (ULTA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ULTA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 12, 2026
2025 (Q4)
7.87 / -
8.46
Dec 04, 2025
2025 (Q3)
4.61 / 5.14
5.140.00% (0.00)
Aug 28, 2025
2025 (Q2)
5.11 / 5.78
5.39.06% (+0.48)
May 30, 2025
2025 (Q1)
5.81 / 6.70
6.473.55% (+0.23)
Mar 13, 2025
2024 (Q4)
7.13 / 8.46
8.084.70% (+0.38)
Dec 05, 2024
2024 (Q3)
4.53 / 5.14
5.071.38% (+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
6.6820.96% (+1.40)
Nov 30, 2023
2023 (Q3)
4.96 / 5.07
5.34-5.06% (-0.27)
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
Dec 04, 2025
$533.95$601.50+12.65%
Aug 28, 2025
$530.63$492.73-7.14%
May 30, 2025
$471.46$475.68+0.90%
Mar 13, 2025
$314.47$357.48+13.68%
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 (ULTA) report earnings?
Ulta Beauty (ULTA) is schdueled to report earning on Mar 12, 2026, After Close (Confirmed).
    What is Ulta Beauty (ULTA) earnings time?
    Ulta Beauty (ULTA) earnings time is at Mar 12, 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 ULTA EPS forecast?
          ULTA EPS forecast for the fiscal quarter 2025 (Q4) is 7.87.

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