Ulta Beauty

ULTA

Market cap $24.2B

Salesforce (CRM) reports earnings Wednesday, with focus on growth, AI impact, and its competitive moat amid historically low valuation. AI is reshaping retail, with U.S. retail site traffic up 805% year-over-year and Black Friday online sales hitting a record $11.8B.

The first week of the year has a full slate of earnings reports and economic data.

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Consumer discretionary stocks have lagged the broader market this year, but momentum seems to be building as the holiday season approaches. With shoppers increasingly focused on value and brand engagement, two names stand out as leaders in retail: TJX Companies and Ulta Beauty.

Ulta (ULTA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ulta Beauty (ULTA) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ULTA broke through the 50-day moving average, which suggests a short-term bullish trend.

U.S. sales of Korean cosmetics, known as K-beauty, are expected to exceed $2 billion in 2025, up 37% from last year, according to a NielsenIQ report. Retailers including Ulta, Sephora, Walmart and Costco are in a turf war to capitalize on the fast-growing Korean cosmetics market.

ULTA, EL and NUS tap digital innovation, wellness shifts and curated assortments to capture beauty's expanding long-term demand.

BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty to Report Third Quarter Fiscal 2025 Results on December 4, 2025.

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