Earnings Preview: What To Expect From Ulta Beauty's Report

Company Overview - Ulta Beauty, Inc. (ULTA) has a market cap of $30.3 billion and is a specialty beauty retailer offering a variety of branded and private-label products, including cosmetics, fragrance, haircare, skincare, and bath and body products, along with in-store beauty services [1] Financial Performance - Analysts expect Ulta to report an adjusted EPS of $7.91 for fiscal Q4 2025, which is a decrease of 6.5% from $8.46 in the same quarter last year [2] - For fiscal 2025, the forecasted adjusted EPS is $25.54, a slight increase from $25.34 in fiscal 2024, with an anticipated growth of 11.2% year-over-year to $28.41 in fiscal 2026 [3] Stock Performance - Ulta Beauty's shares have increased by 62.9% over the past 52 weeks, significantly outperforming the S&P 500 Index's gain of 13.6% and the State Street Consumer Discretionary Select Sector SPDR ETF's return of 6.6% during the same period [4] - Following the Q3 2025 results announcement, Ulta's shares jumped 12.7% after reporting an EPS of $5.14 and revenue of $2.86 billion, driven by a 12.9% year-over-year increase in net sales and a gross margin expansion to 40.4% [5] Analyst Ratings - The consensus view on Ulta stock is cautiously optimistic, with an overall "Moderate Buy" rating from 26 analysts, including 16 recommending "Strong Buy," one suggesting "Moderate Buy," eight indicating "Hold," and one advising "Strong Sell" [6] - The stock is currently trading above the average analyst price target of $662.95 [6]