Ulta Beauty (ULTA)
Consumer Discretionary · Specialty Beauty Retail
Omnichannel specialty beauty retailer with curated cosmetics, fragrances, skincare, wellness, and salon services for beauty enthusiasts across prestige and mass price points.
What Ulta Beauty does
Ulta Beauty is the largest specialty beauty retailer in the U.S., offering a differentiated assortment of cosmetics, fragrances, skincare, wellness products, haircare, and salon services across prestige to mass price points. The company operates through physical stores, digital platforms (websites and mobile apps), and partnerships, providing seamless omnichannel experiences. Beyond its core U.S. operations, Ulta operates Space NK (luxury beauty in UK/Ireland), a joint venture in Mexico, and franchises in the Middle East. The company targets "beauty enthusiasts"—consumers passionate about beauty for self-expression who demand high-quality shopping experiences.
Themes: ["specialty beauty retail","omnichannel retail","direct-to-consumer","loyalty programs","beauty enthusiasts","wellness convergence","prestige and mass beauty","salon services","personalized shopping experiences","digital discovery and content"]
Fundamentals
- Price$455.11 as of 2026-07-08 close
- Market cap$19.6B as of 2026-07-09
- 1-year return-5.8% as of 2026-07-08 close
- P/E16.51 as of 2026-07-09
- Net margin+9.4% as of 2026-07-09
- Gross margin+39.3% as of 2026-07-09
- ROE+44.8% as of 2026-07-09
- Debt / equity0.06 as of 2026-07-09
- Revenue growth (YoY)+43.0% as of 2026-07-09
- Revenue CAGR (3y)+6.7% SEC XBRL
- Beta0.85 as of 2026-07-09
Key risks (from latest filing)
["Consumer discretionary spending sensitivity—beauty purchasing may decline in economic downturns or softer retail environments","Inventory management and potential obsolescence—managing seasonal beauty trends and product turnover across broad assortment and multiple channels","Digital and omnichannel execution challenges—integrating complex fulfillment options, personalization, and guest experience across stores, web, and mobile platforms"]
Competitors & peers
- Sephora (LVMH subsidiary)
- Ulta Beauty Competitors (Space NK in U.K./Ireland)
- Sephora Inside JCPenney
- Nordstrom beauty department
- Bluemercury (Estée Lauder luxury)
- Sally Beauty Supply
- Amazon Beauty
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.