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Why Sally Beauty (SBH) is a Top Growth Stock for the Long-Term
ZACKS· 2025-12-11 15:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Styl ...
Ulta Beauty customers will encounter a harsh change in stores
Yahoo Finance· 2025-12-09 21:23
Ulta Beauty, one of the top beauty retailers in the U.S., continues to see increased consumer demand despite recent economic pressures that have threatened the sales of retailers nationwide. During the third quarter of this year, Ulta Beauty's comparable sales increased by 6.3% year over year, according to its latest earnings report. The average amount of money customers spent per purchase spiked by almost 4%, while the number of transactions in stores rose by 2.4%. The spike in sales comes after Ulta Be ...
Brokers Suggest Investing in Ulta (ULTA): Read This Before Placing a Bet
ZACKS· 2025-12-09 15:30
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?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Ulta Beauty (ULTA) .Ulta currently has an average brokerage recommendation ...
Ulta's Digital and AI Investments Drive Growth in Beauty Sales
PYMNTS.com· 2025-12-08 23:22
Core Insights - Ulta Beauty reported strong third-quarter results, with significant growth in digital engagement and eCommerce, alongside a 4% increase in loyalty membership to a record high [1][3] Digital Performance - Digital performance was a key driver of Q3 growth, with a faster app, new checkout features, and expanded ship-from-store coverage contributing to this success [3] - App penetration reached 65% of online member sales, up from 63% in the previous quarter, following the introduction of new features [3] - AI-driven personalization enhanced recommendations and promotions across digital channels, further boosting eCommerce growth [6] Financial Performance - Net sales increased by 12.9% to $2.9 billion, with comparable sales rising 6.3% due to a 3.8% increase in ticket size and a 2.4% increase in transactions [7] - Gross margin improved to 40.4%, supported by lower shrink and higher merchandise margins, while SG&A expenses rose 23.3% to $841 million [7] Loyalty and Customer Engagement - Loyalty membership grew by 4% year-over-year to 46.3 million members, enhancing the effectiveness of targeted offers [9] - Engagement metrics showed improvement, including brand engagement and app interaction, indicating a successful collective strategy [3] Market Expansion and Strategy - Ulta expanded its digital assortment through UB Marketplace, adding over 120 brands and more than 3,500 SKUs, which is part of a long-term growth strategy [5] - The company is also making international progress with new stores in Mexico and Kuwait, and continued strength at Space NK in the UK [5] Holiday Performance - Early holiday shopping results were positive, with strong performances during Black Friday and Cyber Monday, indicating steady demand [5]
TD Cowen Upgrades Ulta Beauty to Buy, Sees New Growth Phase Under CEO Steelman
Financial Modeling Prep· 2025-12-08 22:05
Core Viewpoint - TD Cowen upgraded Ulta Beauty to Buy from Hold and increased its price target to $725 from $600, citing improved operational visibility and a strengthening growth trajectory under CEO Kecia Steelman [1] Group 1: Leadership and Operational Improvements - Under CEO Kecia Steelman, measurable gains have been observed in store execution, supply-chain reliability, and team alignment [2] - Ulta is positioned as the leading specialty beauty retailer, benefiting from a structurally attractive category with margins in the low- to mid-teens [2] Group 2: Strategic Advantages - Ulta's scale, loyalty ecosystem, and a broad assortment of approximately 29,000 SKUs are highlighted as strategic advantages [3] - Opportunities exist for Ulta to enhance its brand through improved editorial marketing, deeper influencer partnerships, increased TikTok engagement, and stronger community-driven initiatives [3] Group 3: Future Growth Potential - There is potential for Ulta to expand its wellness positioning and better integrate service offerings [4] - Ulta's global scale is expected to attract top-tier beauty brands and support sustained expansion, with the $725 price target based on 23x the firm's FY27 EPS estimate [4]
Asian shares are mixed ahead of Fed interest rate decision
ABC News· 2025-12-08 07:17
Shares are mixed in Asia as investors tread cautiously ahead of an interest rate decision this week by the Federal ReserveA currency trader watches monitors near a screen showing the Korea Composite Stock Price Index (KOSPI) at the foreign exchange dealing room of the Hana Bank headquarters in Seoul, South Korea, Monday, Dec. 8, 2025. (AP Photo/Ahn Young-joon)BANGKOK -- Shares are mixed in Asia as investors tread cautiously ahead of an interest rate decision this week by the Federal Reserve. U.S. futures an ...
Ulta Beauty (NASDAQ:ULTA) Stock Update: Morgan Stanley Maintains "Overweight" Rating
Financial Modeling Prep· 2025-12-08 06:00
Morgan Stanley has updated its rating for Ulta Beauty (NASDAQ:ULTA) to "Overweight" with a raised price target from $600 to $640.Ulta's fiscal third-quarter net sales rose by 12.9% to $2.9 billion, surpassing estimates and driving a stock increase of 12.65% this holiday season.The company has raised its fiscal 2025 outlook, projecting net sales of approximately $12.3 billion, with a current market capitalization of approximately $26.97 billion.Ulta Beauty (NASDAQ:ULTA) is a leading beauty retailer in the Un ...
Sephora Is the Biggest Name in Beauty. Can It Hold the Crown?
WSJ· 2025-12-08 01:00
In the $450 billion global beauty market, there is no business with as much cultural impact as the LVMH-owned retailer. Executives have a plan to make sure it stays on top. ...
Ulta’s Stock May Be Set for a Glow-Up—20% Upside Ahead?
Yahoo Finance· 2025-12-06 13:57
Close-up of the Ulta Beauty icon on smartphone app. Key Points Ulta Beauty is on track to rally higher in 2025 and 2026 because of its growth, operational quality, and market share gains. Analysts' trends are positive, supporting a sustained rally in this stock. Institutional investors are accumulating Ulta and providing a solid support base and tailwind for price action. Interested in Ulta Beauty Inc.? Here are five stocks we like better. Ulta’s (NASDAQ: ULTA) fiscal Q3 earnings report proves that ...
US stocks close with slight gains as data keeps Fed cut expectations on track
The Economic Times· 2025-12-06 04:26
In the wake of the 43-day government shutdown, market participants have been digesting delayed economic data as the backlog slowly dwindles, while also looking to secondary indicators to gauge the health of the economy. Delayed data from the Commerce Department showed consumer spending, which accounts for more than two-thirds of economic activity, rose 0.3% in September to match the estimate of economists polled by Reuters, after a downwardly revised 0.5% gain in August. In addition, the Personal Consumpti ...