ULTA · Full Picture

Ulta Beauty, Inc. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Competition and Market Share · Competition & market sharePriority 41
    +1.0% revenue; 2 forward row(s); quote_verified
    Analysts are forecasting a 6.57% increase in EPS and a 6.4% rise in revenue for Ulta Beauty for the upcoming quarter (as cited by investors anticipating the earnings report).
  2. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 36
    2 forward row(s); quote_verified
    Dr. Reju-All is launching its products in select Ulta Beauty stores across the U.S. and online starting August 9th.
  3. Institutional Ownership Changes · Ownership & institutional flowsPriority 27
    quote_verified
    Sanders Capital, LLC and Lewis A. Sanders disclosed beneficial ownership of 2,468,513 shares of Ulta Beauty, Inc. common stock, representing 5.74% of the class, on a Schedule 13G filing.
  4. Store Count and Expansion · Capacity & footprint expansionPriority 25
    quote_verified
    Ulta Beauty opened a new store in Mountain Home at 40 Plaza Way in June.

Threads by pillar

Strategy & Portfolio Priority 38 · 2 threads

Macro & Market Conditions Priority 41 · 1 thread

Shareholders & Street Priority 27 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
revenue+1.0%+1.0%—