Ulta Beauty, Inc.
ULTA · Consumer Cyclical
$545.66
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Ulta Beauty Stock Is Down Today. Now Could Be a Good Time to Buy.
Ulta Beauty shares declined 4.18% following its Q2 earnings report, despite beating Wall Street expectations with 13.3% EPS growth to $6.55 and 8.9% net sales growth to $3 billion. The company raised full-year guidance for net sales growth (6.7%-7.2%) and operating income growth (8.3%-9.3%), and plans a $1 billion share buyback program. Analysts noted muted traffic growth and higher promotional activity as minor concerns, but the overall report was solid.
Ulta Beauty Q2 Earnings Beat as Sales Rise, FY26 View Raised
Ulta Beauty reported solid second-quarter fiscal 2026 results with earnings of $6.55 per share (up 13.3% YoY) and net sales of $3,035.7 million (up 8.9%), beating consensus estimates. The company raised its full-year fiscal 2026 guidance for net sales growth to 6.7-7.2% and earnings to $28.70-$29.00 per share, driven by omnichannel strength, loyalty program growth to 47 million members, and disciplined capital deployment including $791.10 million in stock repurchases.
Ulta (ULTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Ulta Beauty reported $3.04 billion in revenue for Q2 2026, up 8.9% year-over-year and exceeding the consensus estimate of $2.97 billion by 2.1%. EPS came in at $6.55 versus $6.21 expected, representing a 5.48% surprise. Comparable sales grew 3.8% versus the 2% estimate, with strong performance in haircare (+20%) and fragrance (+13%) categories. The company opened 14 new stores during the quarter. Ulta's stock has gained 6.9% over the past month and currently holds a Zacks Rank #3 (Hold) rating.
Ulta Beauty (ULTA) Tops Q2 Earnings and Revenue Estimates
Ulta Beauty reported Q2 2026 earnings of $6.55 per share, beating consensus estimates of $6.21, with revenues of $3.04 billion exceeding expectations by 2.10%. However, the stock has declined 10.2% year-to-date compared to the S&P 500's 12.1% gain. The company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. Five Below is expected to report earnings on September 2 with projected EPS of $1.32, representing 63% year-over-year growth.
e.l.f. Beauty Is Down 53% From Its All-Time High. Is the Sell-Off an Overreaction?
e.l.f. Beauty's stock has declined 53% from its March 2024 all-time high of $221.83 to around $105, driven by slowing revenue growth, higher operating expenses, and supply chain challenges. While the stock appears cheap at 17x adjusted EBITDA, the company's high-growth days are over as it matures, with analysts projecting only 20% revenue growth in fiscal 2027 and 8% in fiscal 2028. The sell-off may not be an overreaction given the company's deceleration and lack of catalysts for near-term appreciation.