The Ulta Beauty, Inc. ( ULTA ) quarterly results just made public showed that the company is resilient even under trying circumstances and able to produce appealing income. Demand is still constant, and sales and profitsI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock s ...

The Ulta Beauty, Inc. ( ULTA ) quarterly results just made public showed that the company is resilient even under trying circumstances and able to produce appealing income. Demand is still constant, and sales and profitsI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock s ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Market Overview - U.S. equities are showing mixed to positive sentiment as investors assess economic data and anticipate a Federal Reserve meeting next week [1] - Major U.S. stock indexes exhibit varied movements, with the S&P 500 and Nasdaq showing upward trends, while the Dow Jones hovers around flat [2] - S&P 500 futures are up 0.3%, Dow futures increase 0.1%, and Nasdaq futures rise 0.4%, indicating cautious optimism in global markets [3] Federal Reserve and Economic Data - The Federal Reserve's final FOMC meeting of 2025 is scheduled for December 9th and 10th, with an 87% probability of a 25-basis-point interest rate cut anticipated [4] - The release of the Personal Consumption Expenditures (PCE) price index for September 2025 is expected to provide insights into inflation and its impact on the Fed's decision [5] - Upcoming economic releases include the Job Openings and Labor Turnover Survey (JOLTS) on December 9th and the Consumer Price Index (CPI) around December 12th [6] Corporate News and Stock Movements - Netflix is acquiring Warner Bros. Discovery for $82.7 billion, impacting its stock performance [7] - Ulta Beauty's stock surged by 7% after reporting stronger-than-expected earnings and raising its sales outlook [7] - HP Enterprise's stock dropped following disappointing quarterly results and a subdued outlook [7] - Dollar General shares rose over 14% after boosting its full-year comparable sales forecast [12] - Meta Platforms' stock increased by over 3% after announcing plans to cut the metaverse group's budget by up to 30% [12] - Hormel Foods reported stronger-than-expected fourth-quarter earnings, leading to a stock rise of over 3% [12] - Science Applications International's stock closed up over 16% after reporting strong Q3 adjusted EPS and raising its full-year adjusted EPS estimate [12] Labor Market Insights - Initial jobless claims fell to 191,000 for the week ending November 29th, a decrease of 27,000, indicating a resilient employment situation [8]

Core Viewpoint - Ulta Beauty is experiencing strong market performance and resilience, with a positive outlook from Barclays suggesting a potential upside in stock price due to robust financial results and strong demand in the beauty industry [2][3][5]. Company Overview - Ulta Beauty is a leading beauty retailer in the United States, operating over 1,200 stores and providing a comprehensive online shopping experience [1]. - The company competes with major beauty retailers like Sephora and department stores [1]. Stock Performance - Barclays set a price target of $647 for Ulta Beauty, indicating a potential upside of approximately 21.17% from the current trading price of $533.95 [2][6]. - The stock price increased from $533 to $566, marking an impressive recovery of approximately 83% from its lowest point earlier this year [3]. - Despite a slight decrease of 1.94% to $533.95, the stock has shown strong performance with fluctuations between a low of $530.09 and a high of $555 [4]. - Ulta's stock has reached a 52-week high of $572.23 and a low of $309.01, showcasing its volatility and growth potential [5]. Market Capitalization and Trading Volume - Ulta's market capitalization stands at approximately $23.94 billion, with a trading volume of 1,756,020 shares on the NASDAQ exchange [4].

U.S. stocks were higher, with the Dow Jones gaining more than 150 points on Friday.Shares of ServiceTitan Inc (NASDAQ:TTAN) rose sharply during Friday's session after the company reported better-than-expected third-quarter financial results.ServiceTitan reported quarterly earnings of 24 cents per share which beat the analyst consensus estimate of 15 cents per share. The company reported quarterly sales of $249.200 million which beat the analyst consensus estimate of $238.535 million.Also, BMO Capital mainta ...

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Company Overview - Azelis is a Belgian distributor of food ingredients and specialty chemicals, serving over 60,000 customers [1] - The company operates its own laboratories to assist customers in developing new formulations for specific ingredients [1] Investment Insights - The Investment Doctor emphasizes a portfolio should include a mix of dividend and growth stocks, focusing on high-quality small-cap investment opportunities in Europe [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

weeks. Diane King Hall is with us and uh is talking about some of the movers here. We're looking at first Rubric a big winner.Diane, great to see you. >> It is speaking of winners. Exactly.Yeah, we're seeing shares of Rubric rally big off the back of its results. It swung into the black. Uh the street was expecting a loss on this one and you had a big beat on revenue as well.Uh EPS adjusted EPS coming in at 10 cents a share for Rubric. Uh the street was expecting a loss of 17 cents per share. So again much ...

Ulta Beauty ( ULTA ) has been a fantastic performer over the last year, returning 47% since my initial ‘buy’ recommendation in July 2024, outpacing the S&P 500’s return of 26% over the same time period. Earlier in the year, investorsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound t ...