Every 8-K that Ulta Beauty, Inc. (ULTA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ULTA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ULTA filings page.
Ulta Beauty, Inc. (ULTA) reported higher results for the second quarter of fiscal 2026, the thirteen weeks ended August 1, 2026. Net sales were $3,035.7 million, up from $2,788.5 million a year earlier, with comparable sales increasing 3.8%. Gross profit margin was essentially steady at 39.1% versus 39.2%, while selling, general and administrative expenses rose to $802.8 million from $741.7 million. Operating income grew to $379.6 million, and diluted EPS increased to $6.55 from $5.78. Net income was $282.0 million, compared with $260.9 million.
For the first six months of fiscal 2026, net sales were $6,199.5 million with net income of $622.5 million and diluted EPS of $14.31. Net cash provided by operating activities was $381.6 million. Ulta ended the quarter with $158.5 million in cash and $55.0 million in short‑term investments, and $339.6 million of short‑term debt, largely tied to working capital and capital allocation priorities, including repurchases.
Ulta continued returning capital, repurchasing 1.4 million shares for $791.1 million in the first half of fiscal 2026, with $1.0 billion remaining under its $3.0 billion authorization and an expectation to use it by year‑end. The company opened 34 new stores and closed 3 in the first six months, ending the quarter with 1,622 stores globally. Based on first‑half performance, Ulta raised its full‑year 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, while keeping capital expenditure guidance at $400–$450 million.
Ulta Beauty, Inc. appointed Brieane L. Olson, 47, as an independent director to its Board of Directors, effective August 31, 2026. She will fill the seat vacated by Kelly E. Garcia, whose resignation from the Board becomes effective the same date in connection with his transition to Chief Technology Officer. Olson brings more than 20 years of specialty retail experience and currently serves as Chief Executive Officer, President, and Chief Brand Officer of Pacific Sunwear of California, LLC.
The Board determined that Olson qualifies as an independent director under Nasdaq and SEC standards and disclosed no related-party transactions requiring Regulation S-K Item 404(a) disclosure. She will receive cash and equity compensation under Ulta Beauty’s existing non-employee director compensation program. With her appointment, Ulta Beauty’s Board will comprise 10 directors. The company announced the appointment in an August 17, 2026 press release.
Ulta Beauty, Inc. appointed board member Kelly E. Garcia as Chief Technology Officer, with his role effective August 31, 2026. He will resign from the board on the same date he begins serving as CTO, transitioning from a governance role into an executive leadership position.
Garcia has served on Ulta Beauty’s board since 2022 and brings more than 25 years of technology leadership across global e-commerce, customer loyalty, digital innovation, and cybersecurity, including as Executive Vice President and CTO of Domino’s Pizza. CEO Kecia Steelman highlighted his expertise with emerging technologies such as AI and its alignment with the Ulta Beauty Unleashed strategy.
Ulta Beauty, Inc. reported results from its 2026 annual stockholders meeting. Stockholders approved the new 2026 Incentive Award Plan, under which up to 5,001,201 shares of common stock may be issued, including 3,500,000 newly authorized shares and 1,501,201 shares carried over from the prior plan. Investors also approved amendments to the certificate of incorporation to add officer exculpation provisions and specify Delaware and U.S. federal courts as exclusive forums for certain legal actions. All director nominees were elected, Ernst & Young LLP was ratified as auditor for fiscal 2026, and stockholders supported executive compensation in an advisory vote.
Ulta Beauty reported strong results for the first quarter of fiscal 2026. Net sales rose to $3.16 billion from $2.85 billion, with comparable sales up 5.3%. Gross profit margin improved to 40.1%, and diluted EPS increased to $7.74 from $6.70.
Net income was $340.5 million. Cash and cash equivalents were $166.3 million, and merchandise inventories reached $2.39 billion, reflecting new brands, the Space NK acquisition, and store growth. The company repurchased 958,323 shares for $555.0 million, with $1.3 billion remaining under its $3.0 billion authorization.
For fiscal 2026, Ulta Beauty maintained its net sales and comparable sales growth outlook but modestly raised its diluted EPS guidance to $28.36–$28.80 and narrowed operating income growth expectations to 6.5%–9%, signaling confidence in profitability for the year.
Ulta Beauty reported higher sales but lower margins for the fourth quarter and fiscal 2025. Fourth-quarter net sales rose to $3,898.4 million from $3,487.6 million, with comparable sales up 5.8%. Diluted earnings per share were $8.01, down from $8.46, as operating margin slipped to 12.2% from 14.8%.
For fiscal 2025, net sales increased to $12,392.8 million from $11,295.7 million, and comparable sales grew 5.4%. Full-year diluted EPS edged up to $25.64 from $25.34, while operating margin declined to 12.4%. Year-end cash was $424.2 million and inventories were $2.2 billion, up 10.8%, reflecting new brands, the Space NK acquisition, and 60 net new U.S. stores.
The company invested $434.8 million in capital expenditures and repurchased 2.0 million shares for $890.5 million, leaving $1.8 billion under its $3.0 billion authorization. For fiscal 2026, Ulta Beauty guides net sales growth of 6% to 7%, comparable sales growth of 2.5% to 3.5%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55, and capital spending of $400 million to $450 million.
Ulta Beauty, Inc. has put a new Executive Severance Plan in place for its executive officers. This plan applies when an executive is involuntarily terminated without “Cause,” as defined in the plan, and not in connection with a change in control, death, or disability, which are handled separately.
The company’s existing Executive Change in Control and Severance Plan, originally adopted in 2017, will continue to govern qualifying terminations that occur in connection with a change in control. The new severance plan replaces prior severance protections for executive officers, such as individual letters or other plans, except for protections that are specifically provided under the change in control plan.
Ulta Beauty (ULTA) appointed Christopher DelOrefice as Chief Financial Officer, and as principal financial and accounting officer, effective December 5, 2025. He joins from Becton Dickinson, following more than two decades in senior finance roles at Johnson & Johnson. Interim CFO Christopher Lialios will return to his role as Senior Vice President, Controller.
Compensation includes a $980,000 annual base salary. Beginning in fiscal 2026, he is eligible for an annual cash incentive with a target of 125% of base salary (maximum 200% of target) and participation in the long‑term incentive program with a 2026 target grant value of 450% of base salary (expected March 2026), split evenly between RSUs vesting March 15, 2029, and stock options vesting annually starting March 15, 2027. Sign‑on awards include $1,000,000 cash (subject to one‑year repayment if he resigns or is terminated for cause), RSUs valued at $1,100,000 vesting on the first anniversary, and RSUs valued at $2,200,000 vesting on the second anniversary, expected in December 2025. He will receive relocation support for 12 months and up to $20,000 in attorneys’ fees.
Ulta Beauty, Inc. filed a current report to note that it has released its consolidated financial results for the second quarter ended August 2, 2025. The company states that these results are described in a press release dated August 28, 2025, which is included as Exhibit 99.1 and furnished with this report rather than filed. The report does not detail specific revenue, profit, or other metrics, but formally directs investors to the accompanying press release for Ulta Beauty’s second-quarter financial performance and condition.
Ulta Beauty, Inc. expanded its Board of Directors from ten to twelve members and appointed Martin Brok, 58, and Stephenie Landry, 47, as independent directors effective September 1, 2025. Both will serve on the Board’s Audit and Compensation Committees, with initial terms running until the company’s 2026 Annual Meeting of Stockholders.
Brok brings senior leadership experience from Sephora, Starbucks, Nike, Burger King, and Coca-Cola, as well as multiple board roles at global consumer brands. Landry adds deep operating and technology expertise from senior positions at Honor Technology and Amazon, including roles overseeing grocery, logistics, and sustainability. The Board determined that both qualify as independent under Nasdaq and SEC rules, and there are no related-party transactions requiring disclosure. Each will receive cash and equity compensation under Ulta Beauty’s non-employee director compensation program. Ulta Beauty issued a press release on August 21, 2025, announcing these appointments.
Ulta Beauty disclosed that it and Target have mutually agreed not to renew the Ulta Beauty at Target shop-in-shop partnership when the current agreement concludes in August 2026. The Ulta Beauty at Target experience will continue in Target stores and on Target.com until that time. The company states that the conclusion of the partnership is not expected to be material to Ulta Beauty's fiscal 2025 financial results or previously stated long-term financial targets. The filing references a press release filed as Exhibit 99.1 announcing the expiration of the partnership.