miniseries/E+ via Getty Images 2025 2025 2025 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 Annualized as of September 30, 2025 YTD QIII QII QI 1 Yr 3 Yrs 5 Yrs 10 Yrs Since 9/30/1984 Polaris Global Equity Composite (net of fees) 18.53% 5.04% 8.37% 4.12% 11.69% 19.44% 13.65% 9.58% 10.95% Polaris Global Equity Composite (gross of fees) 18.96% 5.17% 8.50% 4.25% 12.24% 20.03% 14.21% 10.1 ...

Ulta Beauty, Inc. (NASDAQ:ULTA) refreshes its leadership and strategy ahead of the holiday season, naming a new chief financial officer and highlighting strong year-to-date momentum. • ULTA is trading at elevated levels. Check out the latest moves here.Yesterday, the firm named Christopher DelOrefice as its next CFO. He starts on Dec. 5, 2025, while Chris Lialios remains interim CFO until then.Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating on Ulta Beauty with a price forecast of $ ...

Ulta Beauty, Inc. (NASDAQ:ULTA) refreshes its leadership and strategy ahead of the holiday season, naming a new chief financial officer and highlighting strong year-to-date momentum. • ULTA is trading at elevated levels. Check out the latest moves here.Yesterday, the firm named Christopher DelOrefice as its next CFO. He starts on Dec. 5, 2025, while Chris Lialios remains interim CFO until then.Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating on Ulta Beauty with a price forecast of $ ...

US beauty retailer Ulta Beauty has named Christopher DelOrefice as its next chief financial officer (CFO), effective from 5 December 2025. Chris Lialios will continue to serve as interim CFO until DelOrefice assumes the position. DelOrefice joins from Becton Dickinson & Company, where he has served as executive vice-president and CFO since September 2021. Before joining Becton Dickinson, he spent more than 20 years at Johnson & Johnson in progressively more senior financial leadership roles. His positi ...

Core Insights - Ulta Beauty has appointed Christopher DelOrefice as the new Chief Financial Officer, effective December 5, following the departure of former CFO Paula Oyibo in June [3][7] - The company is undergoing significant leadership changes, including the appointment of a new CEO, Kecia Steelman, and other key executives, as part of its strategy to enhance performance and stakeholder value [4][5] Company Performance - Ulta Beauty reported a 9.3% year-over-year increase in Q2 net sales, reaching $2.8 billion, and raised its full-year guidance in August [5][6] - The growth is partly attributed to the acquisition of U.K. retailer Space NK, marking a significant global expansion for Ulta [5] Executive Background - Christopher DelOrefice joins Ulta from Becton Dickinson & Company, where he served as CFO since 2021, and has over 20 years of experience at Johnson & Johnson [7] - DelOrefice's compensation package includes an annual base salary of $980,000 and a sign-on cash payment of $1 million [7]

Key Takeaways Coty's Consumer Beauty segment saw an 8% sales drop and a $127M operating loss for fiscal 2025.Weakness in color cosmetics and body care offset gains in fragrances and skincare categories.Coty plans to refocus on profitability, innovation and higher-margin product launches.Coty Inc.’s ((COTY) Consumer Beauty segment ended fiscal 2025 on a downbeat note, with sales falling 8% year over year and operating profits slipping sharply as it contended with continued weakness in mass color cosmetics. T ...

It's been a while since I've covered ULTA Beauty (NASDAQ: ULTA ), but I've been following this company for a long time now. Back in 2023, I wrote about how ULTA wasAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ULTA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentio ...

Core Insights - Ulta Beauty, Inc. reported a strong second quarter for fiscal 2025 with net sales of $2.8 billion and a 6.7% increase in comparable sales, indicating effective customer engagement despite cautious consumer spending [1][9] Sales Performance - The increase in comparable sales was driven by a 3.7% rise in transactions and a 2.9% increase in the average ticket size, with both physical stores and digital channels contributing to growth, particularly e-commerce which saw low double-digit growth [2][9] Category and Promotions - Performance across categories was robust, with notable double-digit growth in fragrance. The timing of promotions in May and July positively influenced comparable sales during the quarter [3] Loyalty Program and New Brands - Ulta Beauty's loyalty program, with 45.8 million members, played a crucial role in driving sales and repeat purchases. The introduction of 24 new brands and digital features like replenish and save also enhanced customer engagement [4] Future Guidance - For fiscal 2025, Ulta Beauty anticipates comparable sales growth between 2.5% and 3.5%, suggesting that the 6.7% growth in the second quarter may not be sustainable in the latter half of the year, which is expected to be flat to slightly positive [5]

Core Viewpoint - Ulta Beauty has experienced a strong rebound with shares up approximately 25% year to date, driven by improving trends in the specialty beauty retail sector [1][2] Financial Performance - In Q2 2025, Ulta reported net sales of about $2.8 billion, a 9.3% increase, with comparable sales rising by 6.7% [4] - Gross margin improved to 39.2% from 38.3%, and earnings per share (EPS) increased by 9% to $5.78 [4] - The company repurchased approximately $110 million of stock in the quarter and about $468 million year to date, with $2.2 billion remaining under its buyback program [4] Management Outlook - Ulta raised its full-year outlook, expecting net sales between $12 billion and $12.1 billion, comparable sales growth of 2.5% to 3.5%, and EPS of $23.85 to $24.30 [5] - CEO Kecia Steelman noted strong performance across all major categories but expressed caution regarding consumer demand in the latter half of the year [5] Valuation and Market Position - The stock is trading around $547, approximately 23 times the midpoint of its full-year EPS guidance, indicating a fair valuation for a high-quality retailer [6] - Competition from Sephora remains significant, as it continues to grow in revenue and market share, highlighting the competitive landscape in the beauty sector [7] Future Considerations - If Ulta maintains low-to-mid-single-digit comparable sales growth and gross margin around 39%, the current price could yield respectable returns [8] - However, there are concerns regarding rising SG&A expenses and inventory levels, as well as uncertainty around consumer demand [8] - Overall, while Ulta's fundamentals are solid, potential buyers may consider waiting for a better entry point due to the competitive environment [9]

Group 1 - Sally Beauty Holdings, Inc. (NYSE:SBH) is recognized as one of the best cheap rising stocks to invest in currently, with Canaccord Genuity maintaining a Buy rating and increasing the price target from $15 to $19 [1] - Canaccord analysts noted that Sally Beauty has made progress in its three main goals: increasing client centricity, fostering innovation, and enhancing operational capabilities and efficiency [2] - The company has identified growth opportunities through new store formats like Happy Beauty Co., distribution opportunities to aestheticians, and expanding professional distribution [2] Group 2 - Sally Beauty operates as a global specialty retailer focusing on professional beauty products, divided into two segments: Beauty Systems Group (BSG) and Sally Beauty Supply [3]