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Ulta Beauty (ULTA)
NASDAQ:ULTA
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
4.93Last Year’s EPS
5.3Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 30, 2025
|% Change Since: -1.23%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
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
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 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
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.
FAQ
When does Ulta Beauty (ULTA) report earnings?
Ulta Beauty (ULTA) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Ulta Beauty (ULTA) earnings time?
Ulta Beauty (ULTA) earnings time is at Aug 28, 2025, TBA Not 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 (Q2) is 4.93.
