Ulta Beauty (ULTA) Q3 Earnings and Revenues Beat Estimates

Core Insights - Ulta Beauty reported quarterly earnings of $5.14 per share, exceeding the Zacks Consensus Estimate of $4.56 per share, with an earnings surprise of +12.72% [1] - The company achieved revenues of $2.86 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 4.95% and showing a year-over-year increase from $2.53 billion [2] - Ulta's stock has increased by approximately 25.2% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $7.39 on revenues of $3.72 billion, and for the current fiscal year, it is $24.43 on revenues of $12.08 billion [7] - The estimate revisions trend for Ulta was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Retail - Miscellaneous industry, to which Ulta belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Ulta's stock performance [5]