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Ulta Beauty lifts its fiscal 2026 outlook as strong e-commerce growth and a Q2 beat raise the bar for second-half execution.

Ulta Beauty Raises 2026 Outlook as E-Commerce Momentum Accelerates

Ulta Beauty pairs stronger earnings growth and high capital returns with a midrange valuation, but subdued traffic and margin pressure keep execution in focus.

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Ulta Beauty's 20.7% three-month rally is backed by stronger Q2 results and raised guidance, but flat traffic, promotions and margins test further gains.

Ulta Beauty Rises 20.7% in 3 Months: Can Its Rally Keep Going Now?

Ulta Beauty (NasdaqGS:ULTA) is ramping up wellness-focused shop-in-shop concepts as beauty and self-care gain shelf space in big-box retail. Walmart is expanding its own beauty and wellness aisles with more premium brands, putting direct pressure on Ulta Beauty's core category mix. Retail partners and suppliers are increasingly treating wellness as a separate growth pillar, reshaping how Ulta Beauty positions its boutiques versus mass retailers. The Ulta Beauty and Walmart beauty aisle...

Ulta Beauty (ULTA) Turns Wellness Boutiques Into A Bigger Beauty Aisle Fight

Ulta Beauty (ULTA) quietly widened its in-store lineup this month as Wavytalk, Flower Knows, and COSRX moved from online-only launches into physical aisles with exclusive tools, colorways, and curated assortments. These in-store launches arrive after a strong 90-day share price return of 21.76% for Ulta Beauty, even though the year-to-date share price return is down 11.44% and the 1-year total shareholder return has slipped 0.83%. The 3-year total shareholder return of 36.28% points to...

Ulta Beauty (ULTA) Expands In Stores On An Undervalued Narrative

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides wellness products. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.

Ulta Beauty, Inc. News