ULTA · News · 20260807N
Competition and Market Share
Ulta Beauty, Inc. · 2026-08-07 · Importance 40 · Surprise 56
Competitor e.l.f. Beauty reported first-quarter fiscal 2027 net sales growth of 36%, its 30th consecutive quarter of growth. The company’s momentum was supported by affordable beauty products and international expansion in the UK, Canada, and Germany, while it planned launches through Sephora in 19 European countries and Brazil. E.l.f. also reduced prices on 10% of its portfolio, signaling potential value-oriented pricing pressure in beauty categories carried by Ulta.