The earnings call reflects a balanced view with notable achievements in sales growth, brand engagement, and digital sales. However, challenges such as profit margin decline and uncertainties in the economic outlook weigh against these positives.

Company Guidance -

Q1 2025

In Ulta Beauty, Inc.'s first quarter earnings call for fiscal 2025, the company reported a 4.5% increase in net sales, reaching $2.8 billion, with operating profit at 14.1% of sales and diluted earnings per share of $6.70. The quarter saw positive responses to strategic actions such as improved execution, new brand launches, and marketing initiatives, leading to market share gains. Key performance indicators improved, including member growth and app engagement. The company recorded double-digit growth in the fragrance category, with skincare and wellness seeing high single-digit increases, while hair care and makeup had varied performances. Ulta's loyalty program expanded to 45 million members, and the company launched 19 new brands, emphasizing exclusivity and digital advancements. Despite a strong quarter, Ulta maintains a cautious outlook for fiscal 2025 due to macroeconomic uncertainties, projecting net sales between $11.5 billion and $11.7 billion and flat to 1.5% comp sales growth for the year.

Net Sales and Earnings Growth

Net sales increased 4.5% to $2.8 billion, with diluted earnings per share reaching $6.70, reflecting better than planned financial performance.

Record Loyalty Membership

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

Fragrance Category Success

Fragrance was the strongest performing category, delivering double-digit growth driven by newness in women's and gender-neutral fragrance brands.

E-commerce Performance

E-commerce sales increased about 10%, with more than 60% of e-commerce sales coming from the app, indicating strong digital engagement.

New Brand Launches

Ulta launched 19 new brands, many exclusive, including Tatcha, Milk Makeup, and Ilia, driving strong guest engagement.

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

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ULTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q2)	4.93 / -	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)	―
May 25, 2023	2023 (Q1)	6.83 / 6.88	6.3	9.21% (+0.58)	―

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.