Welcome to our dedicated page for Ulta Beauty news (Ticker: ULTA), a resource for investors and traders seeking the latest updates and insights on Ulta Beauty stock.
Ulta Beauty reports developments as a U.S. specialty beauty retailer with more than 1,500 stores, digital commerce channels, salon services and the Ulta Beauty Rewards loyalty program. Its assortment spans cosmetics, fragrance, skin care, hair care, wellness, tools and related beauty services across prestige and mass brands.
Recurring news themes include quarterly results, comparable sales, new-store and international expansion, merchandising and marketing programs, delivery partnerships, data and shopper-insights collaborations, and AI-enabled shopping experiences. Company updates also cover Space NK in the U.K. and Ireland, franchise and joint-venture activity outside the United States, and investor conference participation.
Ulta Beauty (NASDAQ: ULTA) reported second quarter fiscal 2026 net sales of $3.04 billion, up 8.9% year over year, driven by 3.8% comparable sales growth, the acquisition of Space NK, and new stores. Operating income rose 10.1% to $379.6 million, and diluted EPS increased 13.3% to $6.55. Gross margin was 39.1%, down 10 basis points, while SG&A leverage improved to 26.4% of sales.
For the first 26 weeks of fiscal 2026, net sales reached $6.20 billion and diluted EPS was $14.31. Ulta Beauty raised its fiscal 2026 outlook, guiding to net sales growth of 6.7%–7.2%, comparable sales growth of 3.2%–3.7%, operating income growth of 8.3%–9.3%, and diluted EPS of $28.70–$29.00. The fiscal 2026 stock repurchase plan was increased to $1.8 billion from $1.5 billion; in the first half, the company repurchased 1.4 million shares for $791.1 million and expects to use the remaining $1.0 billion under its $3.0 billion authorization by year-end. Ulta Beauty ended the quarter with 1,622 stores, including 88 international locations.
Ulta Beauty (NASDAQ: ULTA) appointed Brieane Olson to its Board of Directors, effective August 31, 2026. Olson, currently Chief Executive Officer, President and Chief Brand Officer of PacSun, brings more than 20 years of specialty retail experience in strategic planning, brand building, omnichannel commerce, merchandising and organizational leadership.
She will fill the board seat vacated by Kelly G. Garcia, who is transitioning to Ulta Beauty’s Chief Technology Officer role. Following her appointment, Ulta Beauty’s Board will consist of 10 directors. Olson holds degrees from the University of California, Berkeley and Istituto Marangoni and completed Harvard Business School’s Advanced Management Program.
Ulta Beauty (NASDAQ: ULTA) will release its second quarter fiscal 2026 financial results on Thursday, August 27, 2026, after the market close. The company will host a webcast and conference call at 4:30 p.m. EDT / 3:30 p.m. CDT to discuss the results.
Access to the live and archived webcast will be available via Ulta Beauty’s Investor Relations website. Ulta Beauty highlights its position as the largest specialty beauty retailer in the U.S., with more than 1,500 stores and growing international presence via Space NK, a Mexican joint venture, and a Middle East franchise.
Ulta Beauty (NASDAQ: ULTA) appointed Kelly Garcia as Chief Technology Officer, effective August 31, 2026. Garcia, a Board member since 2022, will resign from the Board when he assumes the CTO role. He previously served as Executive Vice President and CTO at Domino’s Pizza.
Ulta Beauty and NielsenIQ (NIQ) released the Smart Beauty study on Gen Alpha and AI-driven beauty discovery. Findings show Gen Alpha blends digital discovery with in-store shopping, heavy use of personalization tools, and strong parental involvement, with AI reinforcing rather than replacing physical retail experiences.
Ulta Beauty (NASDAQ: ULTA) reported first quarter fiscal 2026 results with net sales up 11.1% to $3.16 billion and comparable sales up 5.3%. Gross margin rose to 40.1%, operating income grew 11.6% to $448.3 million, and diluted EPS increased 15.5% to $7.74.
Ulta Beauty repurchased $555 million of stock and updated fiscal 2026 guidance, narrowing operating income growth to 6.5%–9% and raising diluted EPS guidance to $28.36–$28.80, while keeping net sales growth and capital expenditure outlooks unchanged.
Ulta Beauty (NASDAQ: ULTA) announced an exclusive summer partnership with DC Studios and Warner Bros. Pictures’ Supergirl, ahead of the film’s June 26 theatrical release. The integrated campaign features actress Milly Alcock, Supergirl-inspired beauty looks, digital buying guides, in-store displays, co-branded media spots, events, and limited-edition gift cards.
Ulta Beauty (NASDAQ: ULTA) will release first quarter fiscal 2026 results on Tuesday, June 2, 2026, after the market closes.
The company will host a webcast and conference call at 4:30 p.m. EDT / 3:30 p.m. CDT, and participate in the William Blair 46th Annual Growth Stock Conference on June 4, 2026.
YipitData (NYSE:CG) announced a partnership with Ulta Beauty to enhance data-driven merchandising and customer strategy. Ulta Beauty uses YipitData’s near real-time market intelligence to understand shopper behavior, category trends, and competitive performance beyond its own channels.
The collaboration supports merchandising and assortment decisions, brand partner support, and customer loyalty initiatives, helping Ulta Beauty benchmark results, identify emerging opportunities, and react quickly to evolving consumer preferences across the broader beauty market.
Uber (NYSE: UBER) and Ulta Beauty (NASDAQ: ULTA) announced a partnership adding more than 1,500 Ulta Beauty stores to the Uber Eats marketplace nationwide, effective May 7, 2026. Customers can now browse thousands of products from over 600 brands for on-demand or scheduled, same-day delivery via the Uber Eats app. Uber One members remain eligible for $0 Delivery Fee on qualifying orders. The integration expands Uber Eats beyond food into beauty and retail, offering makeup, skincare, haircare, fragrance, tools, and wellness essentials across prestige and mass price points.