Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Impairment, restructuring and other costs

Pre-opening expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Ulta Beauty

Ulta Beauty, Inc. engages in the retail of beauty products. The company has one reportable segment, which includes retail stores, salon services, and e-commerce. Its products include makeup, skin care, tools and brushes, fragrance, and bath and body. Ulta was founded on January 9, 1990, and is headquartered in Bolingbrook, IL.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Ulta Beauty reports strong Q1 2023 earnings amidst competitive challenges

Ulta Beauty's Q1 2023 performance reflects strong sales growth, member engagement, and a focus on personalized customer experiences. However, challenges with inventory shrink and intense competition pose near-term headwinds. The company remains confident in its long-term strategies and profitability, with a strategic focus on driving growth and enhancing guest experiences.

Ulta Beauty reports strong Q2 earnings and raises fiscal outlook

Ulta Beauty is confident in its ability to continue gaining market share and adapt to changing consumer trends. The company is investing in additional labor to ensure guest satisfaction and is focused on driving growth across all categories, including Mass and Prestige. Expect promotions to remain well below 2019 levels, with confidence in managing through moderation with new capabilities and lines of business.

Ulta Beauty reports strong Q3 performance, focuses on customer engagement and technology for growth

Ulta Beauty's Q3 performance was strong, driven by skincare and loyalty program growth, despite challenges in makeup and hair care sales. The company is leveraging technology and customer engagement to drive growth and profitability.

Ulta Beauty reports record-breaking year, eyes growth through innovation

Ulta Beauty's strong financial performance in 2022 sets a solid foundation for continued growth and innovation in fiscal 2023.
While facing challenges like lower comp growth and margin pressures, the company remains focused on strategic investments and operational excellence.
Opportunities in new product offerings, normalized pricing, and store expansion position Ulta Beauty for sustained success and market leadership in the beauty industry.

Ulta Beauty posts robust Q1 results, focuses on customer engagement

Ulta Beauty delivered strong Q1 results amidst challenges, focusing on customer engagement, omnichannel experience, and strategic investments.
The company's strengths lie in skincare, mass category products, and customer retention efforts, while addressing shrink and competition.
Opportunities in wellness, data capabilities, and personalized experiences position Ulta Beauty for long-term growth and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The selloff in Ulta Beauty Inc.'s shares after the company's weaker-than-expected second-quarter earnings is a buying opportunity for investors, who now include Warren Buffett, investment banking firm D.A. Davidson said Friday.

Ulta's stock slump after disappointing earnings is a buying opportunity, analysts say

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 100 points on Friday.

Ulta Beauty Reports Downbeat Results, Joins Elastic And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Ulta Beauty noted a decline in traffic and cut its full-year forecast after Q2 results missed both internal and analyst estimates.

Ulta Beauty Slashes Outlook On Q2 Miss, Traffic Drop; Shares Fall

The retailer's CEO said in May that the chain has faced increasing challenges in terms of its market share.

Ulta Beauty Stock Dives After Earnings Miss. Why Berkshire Hathaway Sees Potential.

Ulta Beauty, Inc. (NASDAQ:ULTA ) Q2 2024 Earnings Conference Call August 29, 2024 4:30 PM ET Company Participants Kiley Rawlins - VP, IR Dave Kimbell - CEO Paula Oyibo - CFO Kecia Steelman - President & COO Conference Call Participants Steven Forbes - Guggenheim Securities Amy Teske - Baird Michael Lasser - UBS Rupesh Parikh - Oppenheimer Kelly Crago - Citi Korinne Wolfmeyer - Piper Sandler Juliana Duque - Wells Fargo Michael Baker - D.A. Davidson Ashley Helgans - Jefferies Olivia Tong - Raymond James Susan Anderson - Canaccord Genuity Operator Good afternoon, and welcome to Ulta's Beauty's Conference Call to discuss results for the Ulta Beauty Second Quarter 2024 Earnings Results.

Ulta Beauty, Inc. (ULTA) Q2 2024 Earnings Call Transcript

The headline numbers for Ulta (ULTA) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Ulta (ULTA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Revenue rose slightly in the second quarter, but comparable sales fell by 1.2%. Gross profit margin deteriorated from 39.3% to 38.3%.

Ulta Beauty Delivers Tepid Q2 Results, Cuts Full-Year Guidance

Ulta Beauty (ULTA) came out with quarterly earnings of $5.30 per share, missing the Zacks Consensus Estimate of $5.45 per share. This compares to earnings of $6.02 per share a year ago.

Ulta Beauty (ULTA) Misses Q2 Earnings and Revenue Estimates

Ulta Beauty cut its annual sales and profit forecasts on Thursday, hurt by slowing demand for higher-priced cosmetics and fragrances at its stores.

Ulta Beauty lowers annual forecasts on slowing demand for beauty products

Ulta Beauty fell short of second-quarter expectations and trimmed its full-year guidance. Comparable sales for the second quarter fell 1.2%, compared to an 8% increase a year earlier.

Ulta misses Wall Street expectations, trims guidance after quarterly sales decline

BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty Announces Second Quarter Fiscal 2024 Results.

Ulta Beauty Announces Second Quarter Fiscal 2024 Results

JP Morgan analyst Christopher Horvers reiterated an Overweight rating on Ulta Beauty, Inc. ULTA, lowering the price forecast to $450 from $544.

What's In Store For Ulta Beauty This Earnings Season? Analyst Predicts Lower Margins

A recent purchase of the retailer's shares by Warren Buffett's Berkshire Hathaway has attracted much attention. One pundit reduced his price target, but steadfastly maintained his bullish outlook on the stock.

Is Ulta Beauty Stock Going to $485? 1 Wall Street Analyst Thinks So.

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One of investors' greatest pastimes is following the buying and selling of Warren Buffett and Berkshire Hathaway (NYSE:BRK-B).

Did Warren Buffett Really Buy These 4 Stocks?

Berkshire recently initiated a position in retailer Ulta Beauty. Shares of the cosmetics chain are down about 24% in 2024.

Warren Buffett Is Buying Shares of This Company. Should You Do the Same?

ULTA's second-quarter performance is likely to reflect gains from strategic priorities. While elevated SG&A costs and a lower gross margin are expected.

Ulta Beauty Gears Up for Q2 Earnings: Things to Keep in Mind

Ulta Beauty's shares have underperformed since April 2023 due to deteriorating fundamentals and a rich valuation. The company's growth slowdown is attributed to market saturation, increased competition from Sephora, and macroeconomic pressures affecting consumer spending. Despite recent setbacks, Ulta's loyalty program and strategic investments provide a margin of safety, with positive catalysts expected in 2H24.

Ulta Beauty: Quality Business And No FCF Growth Priced In

Besides Wall Street's top -and-bottom-line estimates for Ulta (ULTA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2024.

Exploring Analyst Estimates for Ulta (ULTA) Q2 Earnings, Beyond Revenue and EPS

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Different companies have responded to the bull market in a variety of ways. Intuitive Surgical has seen shares soar as procedure volume and revenue increase steadily.

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Buffett's Berkshire Hathaway trimmed its giant Apple position by nearly half in the second quarter. At the same time, Berkshire initiated a position in a growing cosmetics retailer, Ulta Beauty.

Warren Buffett Just Dumped Apple Stock and Gave His Portfolio a Total Makeover With This Beaten-Down Stock. Time to Buy?

Key Points: Warren Buffett purchased Ulta Beauty, taking advantage of its reduced stock price.

What Is Buffett Doing This Time?

Ulta runs a differentiated retail business targeting a broad demographic of beauty shoppers. It has one of the best returns on capital in retail.

Warren Buffett Just Bought This Surprising Stock. Should You?

Ulta (ULTA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Ulta Beauty (ULTA) to Report a Decline in Earnings: What to Look Out for

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When markets get volatile, investors of any size and background tend toward certainty in business models and predictability in cash flows. Fitting this category are stocks in the consumer staples sector, known for their defensive nature.

4 No-Brainer Stocks to Hold This Fall for Steady Gains

Sales trends have deteriorated recently but there's good reason to give Ulta a pass. Management thinks recent changes to marketing could reinvigorate sales in the coming quarters.

News for Ulta Beauty Stock (ULTA)