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Sally Beauty Is Prioritizing Innovation Reinforcing Its Leadership in Hair
Prnewswire· 2026-01-27 21:23
Continue Reading The beauty retailer is introducing category-expanding products with best-in-class innovation designed to meet the evolving needs of today's beauty consumer, only at Sally. PLANO, Texas, Jan. 27, 2026 /PRNewswire/ -- Sally Beauty, the industry-leading destination for professional- quality hair color, hair care, and nails, is expanding its innovation pipeline with advanced formulas and technology. designed to make high-performance beauty more accessible and affordable. Sally Beauty is debutin ...
Ulta Beauty's Wellness Pilot Signals Deeper Ties Between Beauty & Self-Care
Forbes· 2026-01-26 20:45
A view of Ulta's new wellness shop-in-shop retail concept.Array MarketingUlta, which developed its wellness concept back in 2021 with a curated assortment of wellness products, is evolving into a dedicated in-store experience with the launch of “Wellness by Ulta.” The concept will take the form of a dedicated shop-in-shop section and is being rolled out in four locations this week: Columbus, Ohio; Short Pump, Virginia; and Peabody, Massachusetts. As Laura Beres, VP of Wellness at Ulta Beauty, said in a stat ...
Ulta Beauty to Enter the UAE at Mall of the Emirates as Expansion in the Middle East Continues in Partnership With Alshaya Group
Businesswire· 2026-01-23 14:00
Kecia Steelman, President and Chief Executive Officer at Ulta Beauty, said: "The UAE launch marks an exciting milestone for Ulta Beauty and Alshaya Group as we continue our expansion in the Middle East and bring our distinctive beauty experience to the region. We are proud of the teams who brought this vision to life and look forward to welcoming guests in Dubai to discover a destination where beauty, self-expression, and possibility come together.†BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty, the larg ...
Earnings Preview: What To Expect From Ulta Beauty's Report
Yahoo Finance· 2026-01-23 08:29
With a market cap of $30.3 billion, Ulta Beauty, Inc. (ULTA) is a specialty beauty retailer offering a wide range of branded and private-label cosmetics, fragrance, haircare, skincare, and bath and body products, along with in-store beauty services. It operates through physical stores, digital platforms, and shop-in-shops across the United States, Mexico, and Kuwait. The Bolingbrook, Illinois-based company is set to announce its fiscal Q4 2025 results soon. Ahead of this event, analysts expect ULTA to re ...
Is Ulta Beauty's Skincare Business Emerging as a Key Demand Anchor?
ZACKS· 2026-01-21 14:41
Core Insights - Ulta Beauty, Inc. (ULTA) demonstrated strong performance in its third-quarter fiscal 2025, particularly in the skincare segment, which is becoming increasingly vital to the company's overall product mix [1] Skincare Performance - Skincare achieved high single-digit comparable sales growth, marking it as one of Ulta Beauty's fastest-growing categories and a reliable source of demand amid varied consumer spending [1][9] - The growth in skincare was primarily driven by the strength of prestige brands such as Tatcha and Dermalogica, alongside the exclusive launch of Fenty Skin Body, which bolstered prestige skincare sales [2][9] Mass and Wellness Contributions - Mass skincare also positively impacted sales, with new product introductions and strong social media visibility enhancing demand for accessible skincare options [3] - The expansion of Ulta's wellness product assortment further supported the performance of the skincare category during the quarter [3] K-beauty Influence - Ulta's exclusive K-beauty offerings, including brands like Peach and Lily, played a significant role in driving engagement and reinforcing the company's position as a destination for emerging skincare trends [4] Overall Sales Growth - The robust performance of the skincare category contributed to Ulta Beauty's overall comparable sales growth of 6.3%, highlighting the sustained consumer interest in routine skincare products [5]
Is It Worth Investing in Ulta (ULTA) Based on Wall Street's Bullish Views?
ZACKS· 2026-01-16 15:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Ulta Beauty (ULTA) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Ulta currently has an average brokerage ...
Wall Street Maintains a Positive Opinion on ​​Sally Beauty Holdings (SBH)
Yahoo Finance· 2026-01-16 15:26
Core Viewpoint - Sally Beauty Holdings, Inc. (NYSE:SBH) is recognized as one of the best-performing affordable stocks under $40, having gained over 53% in the past six months, with a positive outlook from Wall Street ahead of its fiscal Q1 2026 earnings release scheduled for January 29, 2026 [1] Group 1: Analyst Ratings and Price Targets - Oliver Chen from TD Cowen maintained a Buy rating on SBH with a price target of $17 [2] - Canaccord Genuity analyst Susan Anderson also maintained a Buy rating without disclosing a price target, highlighting the company's strategic initiatives and market position [2] - Analysts noted the success of the Sally Ignited initiative, which aims to modernize the brand through remodeled stores and curated product selections, with expectations for significant expansion in the coming years [2] Group 2: Digital Capabilities and Customer Engagement - The company's investment in digital capabilities, particularly the Licensed Colorist on Demand tool, is driving customer engagement [3] Group 3: Financial Expectations - Wall Street anticipates Sally Beauty Holdings, Inc. to report $939.63 million in revenue and a GAAP EPS of $0.46 for fiscal Q1 2026 [4] - Management has indicated that net sales are expected to be in the range of $935 million to $945 million, with adjusted EPS projected between $0.43 and $0.47 [4] Group 4: Company Overview - Sally Beauty Holdings, Inc. is an international specialty retailer focusing on professional beauty supplies, operating through two segments: Beauty Systems Group (BSG) and Sally Beauty Supply [5]
Jim Cramer Says Wall Street Is “Falling Back in Love With the New Ulta”
Yahoo Finance· 2026-01-14 15:57
Core Insights - Ulta Beauty, Inc. has been highlighted as a strong performer in the stock market, achieving new highs consistently over recent weeks [1] - The company's new CEO, Kecia Steelman, has successfully led a significant turnaround since taking over a year ago, prompting recommendations to buy the stock [1] Company Overview - Ulta Beauty, Inc. specializes in cosmetics, skincare, haircare, and fragrance products, and also provides in-store beauty services such as hair, makeup, brow, and skin treatments [2]
Up 40% In 2025, Warren Buffett Sold This Top Stock Before Its Hot Streak. Is It Too Late To Buy Now?
Yahoo Finance· 2026-01-13 13:50
Group 1 - Warren Buffett retired as CEO of Berkshire Hathaway at the end of 2025, having achieved an average annualized return of nearly 20% for the company's stock portfolio over 60 years, significantly outperforming the S&P 500's 10% return during the same period [1] - In his 2024 shareholder letter, Buffett acknowledged making mistakes, using the terms "mistake" or "error" 16 times from 2019 to 2023, contrasting with many other large companies that have not admitted to such errors [2] - Buffett emphasized the importance of correcting mistakes promptly, referencing advice from Charlie Munger that problems cannot be ignored and require uncomfortable actions [3] Group 2 - Berkshire Hathaway purchased approximately 690,000 shares of Ulta Beauty valued at around $266 million in Q2 2024, representing about 0.10% of its portfolio at that time [4] - In the following quarter, Berkshire significantly reduced its holdings in Ulta, selling all but about 24,000 shares valued at around $9 million, and by Q4 2024, completely exited its position in Ulta Beauty [5] - Ulta Beauty had a strong performance in the previous year, and its stock would have been one of Berkshire Hathaway's best performers had it not been sold [6]
THG Plc (THGHY) Q4 2025 Sales/Trading Call Transcript
Seeking Alpha· 2026-01-13 11:15
Core Insights - The company reported a strong Q4 performance, achieving revenue growth of 7% and marking its first full year of growth since 2021, driven by a successful trading period during Cyber with an 8% revenue increase in November and December [3] Group Performance - The company experienced a record H2 performance that exceeded guidance by 14%, indicating significant momentum entering 2026 [2] - THG Beauty showed exceptional results with Q4 revenue growth of 6.4%, significantly outperforming guidance, particularly driven by Lookfantastic in the U.K. and Ireland, which grew by 16.2% [4] Customer Engagement - The company reported an increase in loyalty members and spending per account, with customer retention rates at all-time highs, reflecting a healthy customer base and strong support for repeat purchases [4]