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Ulta Beauty raises FY25 sales outlook to $12.3B with 4.4%-4.7% comp growth amid robust holiday demand and international expansion (NASDAQ:ULTA)
Seeking Alpha· 2025-12-05 15:44
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RBRK Jumps on Surprise Profit, ULTA & VSCO Boost Beauty Trade
Youtube· 2025-12-05 15:30
weeks. Diane King Hall is with us and uh is talking about some of the movers here. We're looking at first Rubric a big winner.Diane, great to see you. >> It is speaking of winners. Exactly.Yeah, we're seeing shares of Rubric rally big off the back of its results. It swung into the black. Uh the street was expecting a loss on this one and you had a big beat on revenue as well.Uh EPS adjusted EPS coming in at 10 cents a share for Rubric. Uh the street was expecting a loss of 17 cents per share. So again much ...
Ulta Beauty: Q3 Was A Full-Face Beat And The Real Glow-Up (Margins) Starts In 2026 (NASDAQ:ULTA)
Seeking Alpha· 2025-12-05 15:28
Ulta Beauty ( ULTA ) has been a fantastic performer over the last year, returning 47% since my initial ‘buy’ recommendation in July 2024, outpacing the S&P 500’s return of 26% over the same time period. Earlier in the year, investorsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound t ...
Stock Market Today: Indexes Tick Higher as Inflation Data Looms and Corporate News Drives Moves
Stock Market News· 2025-12-05 15:07
U.S. equities opened Friday, December 5, 2025, with a mixed but generally positive tone, as investors digested a flurry of corporate news and awaited crucial inflation data. Major market indexes saw slight gains in early trading, positioning Wall Street near its all-time highs as the week draws to a close. The overarching sentiment remains cautious, however, with a keen eye on upcoming economic indicators and the Federal Reserve's next move on interest rates.Market Indexes Show Modest Opening GainsAs the tr ...
Netflix to buy Warner Bros. Discovery, Ulta earnings, Meta's rebound and more in Morning Squawk
CNBC· 2025-12-05 13:13
The Warner Bros. studios water tower stands next to a U.S. flag in Burbank, California, U.S. Nov. 18, 2025. Mike Blake | ReutersThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. And the winner is...Breaking news this morning: Netflix said it reached a deal to purchase Warner Bros. Discovery's film and streaming assets, ending the sale process that has been the talk of tinsel town.Here ...
Ulta Beauty Beats Expectations Once Again Ahead Of Holiday Sales
Forbes· 2025-12-05 13:00
Core Insights - Ulta Beauty has exceeded market expectations for the third consecutive quarter, leading to an increase in full-year sales guidance to approximately $12.3 billion, up from a previous range of $12 billion to $12.1 billion, and significantly above last year's $11.3 billion [3][4] - The company reported earnings of $5.14 per share, surpassing analyst expectations of $4.64, with revenue of $2.86 billion, an increase from $2.53 billion in the same period last year [8] - Comparable sales are projected to grow between 4.4% and 4.7%, an upgrade from the previous outlook of 2.5% to 3.5% [3] Financial Performance - For the quarter ending November 1, net income was reported at $230.9 million, consistent with per-share profits from the previous year but slightly below last year's overall earnings [9] - Average ticket size increased by 3.8% and transactions rose by 2.4%, indicating higher customer spending per visit [8] Product Performance - Fragrance sales experienced double-digit growth, driven by high-end brands like Valentino and Dolce & Gabbana, prompting an expansion of fragrance space in U.S. stores [10] - Skincare also showed strong performance with high single-digit growth, supported by demand for Korean brands and the launch of Fenty Skin Body [10] Strategic Initiatives - The company is focusing on international expansion, with the acquisition of U.K. retailer Space NK and a joint venture in Mexico adding seven stores [11] - A new third-party online marketplace has introduced over 120 brands and 3,500 products, enhancing Ulta's reach into emerging wellness segments [12] Store Operations - In the third quarter, Ulta opened 28 new stores, remodeled 15, and closed one, bringing the total to 1,500 stores in the U.S. and 84 stores in the U.K. and Ireland operated by Space NK [13] - The company ended its partnership with Target earlier this year [13] Cost Pressures - Higher tariffs have led to increased cost pressures, resulting in brand-led price increases, although haircare products saw mid single-digit growth [14]
Ulta Beauty: Tariff-driven price increases accelerated in Q3
Yahoo Finance· 2025-12-05 11:18
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Ulta Beauty’s third quarter net sales grew 12.9% year over year to $2.9 billion, helped along by comp growth, new stores and the July acquisition of Space NK. Comparable sales jumped 6.3%, driven by increases in both average ticket and transactions, per a Thursday press release. The beauty retailer’s gross profit grew 14.9% to $1.2 billion and net inco ...
2 retail brands expand in Puerto Rico with new mall locations
News Is My Business· 2025-12-05 09:02
Carolina Jewelry’s new cart-style Styling Booth is on the first level of Plaza Las Américas between Macy’s and Casa Febus.Two new retail arrivals are coming to Puerto Rico shopping centers, with Carolina Jewelry opening its first physical location at Plaza Las Américas and Sephora preparing to launch a store at the Shops at Caguas early next year.The additions expand the island’s retail mix by bringing in both a local emerging brand and a global beauty retailer.Carolina Jewelry, founded in 2018 by Puerto Ri ...
Ulta Beauty says its bet on K-beauty is paying off
Business Insider· 2025-12-05 05:02
Core Insights - Ulta Beauty's expansion into the South Korean beauty market is yielding positive results, significantly boosting sales and attracting new customers [1][3] - The company's K-beauty product assortment is resonating well with consumers, particularly in skincare, leading to a notable increase in net sales and same-store sales [1][3] Sales Performance - Ulta Beauty reported third-quarter net sales of $2.9 billion, reflecting a 12.9% increase year-on-year [3] - Same-store sales rose by 6.3% compared to the previous year [3] - The company's stock price increased by nearly 6% in after-hours trading and has risen approximately 33% over the past year [4] Market Trends - The K-beauty industry in the US reached a valuation of $2 billion in the year leading up to July 2025, marking a 37% growth from the previous year [4] - The appeal of K-beauty products is attributed to their affordability and high-quality offerings, which attract a younger demographic [4][5] Strategic Initiatives - Ulta Beauty is actively expanding its K-beauty brand portfolio, including exclusive partnerships with brands like Medicube, TIRTIR, Fwee, and Unleashia [2] - The company aims to secure exclusive sales partnerships with K-beauty brands ahead of the anticipated entry of South Korean retailer Olive Young into the US market [5]
Ulta Beauty, Inc. (NASDAQ: ULTA) Surpasses Q3 Fiscal 2026 Expectations
Financial Modeling Prep· 2025-12-05 04:00
Earnings per share (EPS) of $5.14, significantly beating the estimated $4.56.Revenue reached approximately $2.86 billion, surpassing forecasts and marking a 7.3% increase.Ulta's stock price surged over 4% in extended trading, reflecting the company's strong financial performance and market confidence.Ulta Beauty, Inc. (NASDAQ: ULTA) is a leading beauty retailer in the United States, offering a wide range of cosmetics, skincare, and wellness products. The company operates both physical stores and an e-commer ...