Compared to Estimates, Ulta (ULTA) Q4 Earnings: A Look at Key Metrics

Core Insights - Ulta Beauty reported revenue of $3.9 billion for the quarter ended January 2026, reflecting an 11.8% increase year-over-year, and EPS of $8.01, down from $8.46 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.81 billion by 2.2%, while the EPS matched the consensus estimate [1] Financial Performance Metrics - Comparable sales increased by 5.8%, surpassing the nine-analyst average estimate of 4.1% [4] - Total stores open at the end of the quarter reached 1,591, exceeding the seven-analyst average estimate of 1,509 [4] - The company opened 7 new stores during the quarter, which was below the average estimate of 10 based on six analysts [4] Category Performance - Net Sales by Primary Category: - Other: 2%, matching the two-analyst average estimate of 2% [4] - Fragrance: 17%, slightly below the two-analyst average estimate of 19% [4] - Haircare: 19%, in line with the two-analyst average estimate of 19% [4] - Cosmetics: 35%, below the two-analyst average estimate of 37% [4] - Services: 3%, matching the two-analyst average estimate of 3.1% [4] Stock Performance - Ulta's shares have returned -4.5% over the past month, compared to a -2.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]