Core Insights - Ulta Beauty, Inc. (ULTA) is expected to report second-quarter fiscal 2025 earnings on August 28, after market close [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for fiscal second-quarter revenues is $2.65 billion, reflecting a 4% increase from the prior-year quarter [2] - The consensus estimate for quarterly earnings has risen by 2.3% in the last 30 days to $4.98 per share, indicating a decline of 6% from the figure reported in the year-ago quarter [2] - Ulta Beauty has delivered a trailing four-quarter earnings surprise of 11.9%, on average [2] Growth Drivers - Ulta Beauty is a leader in beauty retail, integrating mass, prestige, and luxury brands into a unique shopping experience [3] - The company's omnichannel strategy combines physical retail with digital innovations, enhancing customer engagement and sales through upgraded mobile app features and AI-driven personalized experiences [3] - Continued investments in marketing and social platforms are enhancing brand visibility, while a focus on product assortment and loyalty engagement is driving traffic [4] - The emphasis on skincare, particularly strong performances from brands like Sol de Janeiro and Tatcha, is contributing to growth [4] Challenges - Ulta Beauty's fiscal second-quarter performance is under pressure from rising selling, general and administrative (SG&A) expenses, which are expected to increase by 180 basis points to 27.1% of net sales [5] - Margin performance is likely to be affected by increased supply-chain expenses [5] - A persistent decline in the makeup category poses a risk to the company's growth momentum [5] Earnings Prediction - The model predicts an earnings beat for Ulta Beauty, supported by a positive Earnings ESP of +1.19% and a Zacks Rank of 2 (Buy) [6][7]

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. TJX (TJX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.TJX is a member of the Retail-Wholesale sector. This group includes 202 individual stocks and currently holds a Zacks Sector Rank of #10. The ...

Core Insights - Ulta Beauty is expected to report fiscal Q2 results on August 28, 2025, with analysts forecasting earnings of $4.98 per share and revenue of $2.66 billion, reflecting a 6% decline in earnings year-over-year and a 4% increase in sales compared to the previous year [2] - Historically, Ulta's stock has dropped post-earnings announcements 65% of the time, with a median one-day decline of 3.5% and a maximum drop of 13% [2] Financial Performance - In Q1, Ulta demonstrated strong performance with solid growth, stable margins, and an EPS exceedance, supported by the "Unleashed" strategy and robust consumer demand in wellness and fragrance [3] - The company has a market capitalization of $23 billion, with $11 billion in revenue over the past twelve months, $1.6 billion in operating profits, and net income of $1.2 billion [3] Historical Earnings Trends - Over the last five years, Ulta has recorded 20 earnings data points, with 9 positive and 11 negative one-day returns, resulting in positive returns approximately 45% of the time [6] - This percentage increases to 50% when examining the last three years, with a median positive return of 9.0% and a median negative return of -3.5% [6] Trading Strategies - Event-driven traders can leverage historical trends to position themselves ahead of earnings or respond to market movements post-release [4] - A lower-risk strategy involves understanding the correlation between short-term and medium-term returns following earnings, allowing traders to position themselves accordingly based on 1D and 5D return correlations [7]

Ulta Beauty Inc. ULTA heads into its second-quarter earnings report this week with momentum from resilient sales and expanding international ambitions, even as margin pressures and shifting consumer spending patterns test the retailer’s ability to sustain growth.The company will report second-quarter fiscal 2025 results on Thursday, Aug. 28, after the market close. Telsey Advisory Group analyst Dana Telsey raised her estimates ahead of the release, pointing to continued momentum despite a tough operating ba ...

Group 1 - The stock of Ulta Beauty, Inc. (ULTA) is experiencing significant attention due to high implied volatility in the options market, particularly the Sep 19, 2025 $180 Put option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in Ulta Beauty's stock price, potentially due to an upcoming event [2] - Analysts have a generally positive outlook on Ulta Beauty, with four analysts raising their earnings estimates for the current quarter, resulting in an increase in the Zacks Consensus Estimate from $4.87 to $4.97 per share [3] Group 2 - The high implied volatility surrounding Ulta Beauty may indicate a developing trading opportunity, as options traders often seek to sell premium on options with elevated implied volatility [4]

Analysts on Wall Street project that Ulta Beauty (ULTA) will announce quarterly earnings of $4.97 per share in its forthcoming report, representing a decline of 6.2% year over year. Revenues are projected to reach $2.64 billion, increasing 3.5% from the same quarter last year.The current level reflects an upward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections ov ...

Ulta Beauty Inc. ULTA is gaining momentum ahead of its upcoming earnings report, with stronger sales trends, tighter promotions, and accelerating product innovation fueling expectations for robust growth and higher profitability in the quarters ahead.JP Morgan analyst Christopher Horvers reaffirmed an Overweight rating on Ulta Beauty Inc., raised his price forecast from $525 to $600, and kept the stock on JPM’s Analyst Focus List, citing stronger comps, higher EPS, and valuation upside.Horvers raised his se ...

Group 1 - Ulta Beauty Inc shares increased by 1.4% to $527.27 after receiving an upgrade to "overweight" from "equal weight" at Barclays, which also raised the price target to $589 from $518 due to a positive outlook on same-store sales and resilience against tariff challenges [1] - The stock has rebounded above $520 after a decline from its 52-week high of $534.10, with a 40.7% increase over the past 12 months and a third consecutive daily gain following an 11.8% rise post-earnings on May 30 [2] - The upcoming second-quarter report is anticipated on August 28, with 15 out of 27 brokerages currently holding a "hold" or "strong sell" rating, indicating potential for more bullish notes if bearish sentiment diminishes [3] Group 2 - Options traders have shown increased bearish sentiment recently, with a 10-day put/call volume ratio of 1.03, ranking higher than 80% of readings from the past year, indicating a prevailing put-bias among short-term traders [4] - The Schaeffer's put/call open interest ratio (SOIR) stands at 1.73, placing it in the 99th percentile of readings from the past 12 months, further reflecting the bearish outlook among traders [4]

在关税方面，Ulta面临的关税风险极低——去年仅有约1%的商品为直接进口，意味着关税对直接成本 的影响微乎其微。 智通财经APP获悉，Ulta Beauty(ULTA.US)下周即将公布第二季度业绩，在此之际，巴克莱将该股评级 从"中性"上调至"增持"，将目标价提高14%至589美元，较周四收盘价隐含13%的上涨空间。预计Ulta的 同店销售额增长势头将持续向好，且公司受关税阻力影响相对较小，单位成本增幅可忽略不计，仅为 0.2%。 自凯西娅·斯蒂尔曼接任首席执行官以来，Ulta实施了一系列"快速且果断的变革"，重点优化零售分销渠 道——包括不再续约与塔吉特(TGT.US)的合作、改善促销活动，以及拓展价格区间和品类组合，为大 众及高端美妆品牌均提供了重要的分销渠道。 关于整体经济环境，巴克莱分析师安德里亚·易(Andrienne Yih)认为，美妆品类(尤其是Ulta的核心客 群"美妆爱好者")将"继续在美妆、健康及保健品类上增加支出占比"。 易在给客户的报告中表示："我们认为，自2022年峰值以来逐步回归常态的整体美妆市场，正处于企稳 过程中，年增长率将维持在中个位数水平。" Ulta将于美东时间8月28 ...

Core Viewpoint - Ulta Beauty (ULTA) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended July 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Financial Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $4.97 per share, reflecting a year-over-year decrease of 6.2%, while revenues are projected to reach $2.64 billion, representing a 3.5% increase from the previous year [3]. - The consensus EPS estimate has been revised 0.34% higher in the last 30 days, indicating a slight positive adjustment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that Ulta has a positive Earnings ESP of +1.39%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which, when combined with the positive Earnings ESP, indicates a strong potential for an earnings beat [12]. Historical Performance - In the last reported quarter, Ulta exceeded the expected earnings of $5.77 per share by delivering $6.70, resulting in a surprise of +16.12% [13]. - Over the past four quarters, Ulta has surpassed consensus EPS estimates three times [14]. Industry Context - Another player in the retail sector, Five Below (FIVE), is expected to report earnings of $0.61 per share for the same quarter, indicating a year-over-year increase of 13%, with revenues projected at $997.33 million, up 20.2% from the previous year [18]. - Despite a significant downward revision of 130.8% in the consensus EPS estimate for Five Below over the last 30 days, a higher Most Accurate Estimate has resulted in an Earnings ESP of +13.35%, suggesting a likely earnings beat [19].