Ulta Beauty

ULTA

Market cap $24.1B

Female-Founded Brand Brings Clean, Science-Backed Hydration to the Beauty Aisle This October Female-Founded Brand Brings Clean, Science-Backed Hydration to the Beauty Aisle This October

BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty (NASDAQ: ULTA) today announced that UB Marketplace – a thoughtfully curated marketplace dedicated to beauty and wellness – is now live on ulta.com and the Ulta Beauty app. As a key element of the company's Ulta Beauty Unleashed strategy to scale new businesses, UB Marketplace marks a bold evolution in how Ulta Beauty serves, inspires and connects with beauty enthusiasts. UB Marketplace – powered by Mirakl, a leader in enterprise marketplace techno.

ULTA, SBH, ARHS & WOOF show resilience in the Retail-Miscellaneous sector as companies adapt to shifting consumer demand with omnichannel platforms, lifestyle-focused products and personalization.

ULTA posts a 90-basis-point gross margin jump to 39.2% in Q2, driven by lower shrink and sharper merchandising execution.

Ulta Beauty posts $2.8 billion in Q2 sales with 6.7% comp growth, but guidance suggests gains may cool in the back half of 2025.

Ulta Beauty (ULTA -1.19%) is back in favor. After a volatile stretch last year, Ulta shares are up roughly 25% year to date as investors warm to improving trends across the specialty beauty retailer.

Ulta Beauty earns a buy rating as makeup rebounds, margins expand, and strategic execution drives broad-based category growth and market share gains. ULTA's disciplined leadership and focus on product innovation, including 43 new brands in 1H25, attract new customers and boost cross-category spending. Gross margin expanded 90 bps in Q2 2025, with improved shrink and operational discipline supporting sustainable profitability and potential for earnings beats.

Ulta Beauty's fragrance sales surge in double digits in Q2, fueled by gift sets, exclusives and strong in-store engagement.

Ulta Beauty, Inc. (NASDAQ:ULTA ) Piper Sandler Growth Frontiers Conference September 10, 2025 12:00 PM EDT Company Participants Amiee Thomas - Chief Retail Officer Conference Call Participants Anna Andreeva - Piper Sandler & Co., Research Division Presentation Anna Andreeva MD & Senior Research Analyst Okay. So next up, we have Ulta.

Shakespeare once said that all that glisters may not be gold, but he clearly wasn't talking about the impressive earnings numbers Ulta Beauty Inc. NASDAQ: ULTA has been reporting in 2025.