Ulta Beauty Stock Price, News & Analysis

Ulta Beauty (NASDAQ: ULTA) has announced an immediate CFO transition, with Chris Lialios, Senior Vice President – Controller, appointed as Interim CFO following the departure of Paula Oyibo. Lialios, a 25-year veteran of the company, has served as SVP-Controller since 2018 and brings extensive experience in financial reporting, internal controls, and accounting policy.

The company has initiated an external search for a permanent CFO. Importantly, Ulta Beauty has reaffirmed its fiscal 2025 guidance, projecting comparable store sales growth of 0-1.5%, operating margin of 11.7-11.8%, and diluted EPS between $22.65 and $23.20.

Ulta Beauty (NASDAQ: ULTA) reported Q1 fiscal 2025 results with net sales increasing 4.5% to $2.8 billion and comparable sales growth of 2.9%. The company achieved net income of $305.1 million, or $6.70 per diluted share. Operating income was $401.8 million, representing 14.1% of net sales.

During Q1, Ulta opened 6 new stores and operated 1,451 stores totaling 15.2 million square feet. The company repurchased 986,733 shares for $358.7 million, with $2.3 billion remaining in its buyback program. Merchandise inventories increased 11.3% to $2.1 billion.

Ulta Beauty updated its fiscal 2025 guidance, raising net sales expectations to $11.5-11.7 billion and comparable sales growth to 0-1.5%. The company also increased its diluted EPS forecast to $22.65-23.20.

Ulta Beauty (NASDAQ: ULTA) has announced its participation in Deutsche Bank's Global Consumer Conference in Paris. CEO Kecia Steelman and CFO Paula Oyibo will engage in a Fireside Chat on June 4, 2025, at 2:45 p.m. CEST (8:45 a.m. ET / 7:45 a.m. CT). The event will be accessible via live webcast on Ulta Beauty's investor relations website, with a replay available for a limited time.

Ulta Beauty (NASDAQ: ULTA) has scheduled its first quarter fiscal 2025 earnings release for Thursday, May 29, 2025, after market close. The company will hold a conference call and webcast at 4:30 p.m. ET / 3:30 p.m. CT to discuss the financial results. Investors and interested parties can access the webcast and replay through Ulta Beauty's Investor Relations website at ulta.com/investor, with registration available at the provided link.

Ulta Beauty has announced its role as the official beauty retail partner for Beyoncé's COWBOY CARTER TOUR. Building on their recent exclusive launch of CÉCRED hair care line, the partnership will feature tour-inspired beauty looks, curated product collections, and immersive experiences across select cities.

The collaboration includes the first-ever brick-and-mortar retail launch of CÉ LUMIÈRE fragrance in select Ulta Beauty stores and online. The partnership will unveil seven special beauty looks inspired by different tour cities, reimagined with local influencers. The program runs from April through July 2025, featuring city-inspired looks in Los Angeles, Chicago, East Rutherford, Houston, Washington D.C., Atlanta, and Las Vegas.

Additional offerings include Pro Team Masterclasses in Los Angeles and New York City, a COWBOY CARTER TOUR-inspired beauty collection available nationwide, and a GLAMlab virtual try-on experience in the Ulta Beauty app.

Ulta Beauty (NASDAQ: ULTA) has announced the appointment of Lauren Brindley as Chief Merchandising and Digital Officer, effective June 3, 2025. Brindley will succeed Monica Arnaudo, who is set to retire in June.

In her new role, Brindley will oversee merchandising, ecommerce, wellness, and marketplace strategies, along with leading the company's assortment brand building strategy. She brings over two decades of global beauty and retail expertise, most recently serving as CEO of Revolution Beauty, with previous senior leadership positions at Walgreens and Boots UK.

The appointment was announced by Kecia Steelman, President and CEO, who emphasized Brindley's strategic leadership capabilities, industry expertise, and global perspective as key factors in driving Ulta Beauty's future growth and maintaining strong brand partnerships.

Ulta Beauty (NASDAQ: ULTA) has announced its participation in an upcoming investor event. CEO Kecia Steelman and CFO Paula Oyibo will engage in a Fireside Chat at J.P. Morgan's Retail Round Up Conference on April 3, 2025.

The presentation is scheduled for 10:00 a.m. Eastern Time (9:00 a.m. Central Time). Investors and interested parties can access the live webcast through Ulta Beauty's investor relations website at ulta.com/investor. A replay of the presentation will be made available for a period following the event.

Ulta Beauty (NASDAQ: ULTA) reported Q4 fiscal 2024 results with net sales of $3.5 billion, down 1.9% from $3.6 billion in the year-ago quarter, primarily due to the extra week in fiscal 2023. Comparable sales increased 1.5%, driven by a 3.0% increase in average ticket despite a 1.4% decrease in transactions.

Q4 net income was $393.3 million with diluted EPS of $8.46. For full fiscal 2024, net sales grew 0.8% to $11.3 billion with comparable sales up 0.7%. The company ended the quarter with 1,445 stores and cash reserves of $703.2 million. Merchandise inventory increased 13.0% to $2.0 billion.

During Q4, Ulta repurchased 620,053 shares for $249.5 million, with $2.7 billion remaining under their October 2024 share repurchase program. The company opened 66 new stores, relocated two, remodeled 41, and closed six stores during fiscal 2024.

Ulta Beauty (NASDAQ: ULTA) has scheduled the release of its fourth quarter and fiscal year 2024 financial results for Thursday, March 13, 2025, after market close. The company will hold a conference call at 4:30 p.m. ET / 3:30 p.m. CT to discuss the results.

Investors and analysts can participate by dialing (877) 704-4453 or listen to the real-time audio webcast through the Investor Relations section of Ulta's website. A replay will be available online for 30 days following the live call.