Ulta Beauty Inc
- Branche
- Retail
- Börse
- USA
- Land / Region
- USA
- Börsengang
- 25. Oktober 2007
- Mitarbeiter
- 21.382
- Website
- www.ulta.com
Zusammengesetzter Bewertungsbereich · konservativ $300–$360 / fair $390–$470 / optimistisch $520–$580. Bei $480.51, Zwischen dem fairen und dem optimistischen Bereich.
Bei Veröffentlichung $520.15 (29. Mai 2026)
Daten von EODHD, dargestellt in der Berichtswährung; nur zu Informationszwecken, keine Anlageberatung.
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.
Geschichte
Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois. It was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017, having gone public via an IPO on October 25, 2007. The company operates as a specialty beauty retailer across the United States, Mexico, and Kuwait, selling branded and private-label cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, salon styling tools, and wellness products through its stores, shop-in-shops, the Ulta.com website, and mobile applications. It runs more than 1,500 stores in the U.S. (typical store about 10,000 square feet, most with a full-service salon) and believes it has long-term potential to expand to more than 1,800 standalone stores, carrying roughly 30,000 SKUs from about 600 brands and serving more than 46 million loyalty members. Revenue grew from $11.207 billion in FY2023 to $12.393 billion in FY2025, after a five-year trajectory in which FY2020 sales fell 16.8% to $6.2 billion amid the pandemic, rebounded 40.3% to $8.6 billion in FY2021, reached a record $10.2 billion in FY2022, and returned to 9.7% growth in FY2025. More recent moves include the acquisition of Space NK, a Mexico joint venture, Middle East franchising, the launch of UB Marketplace and the UB Media retail media network, and a 2026 rollout of a Gemini-driven shopping experience with Google and the Ulta AI assistant. Kecia Steelman has served as President and Chief Executive Officer since January 2025, and the Ulta Beauty at Target partnership is set to end when the contract expires in August 2026.
Branchenposition
Ulta Beauty is one of the strongest broad-based beauty specialty retail platforms in the United States and describes itself as a leading U.S. beauty specialty retailer. It manages its business as a single reportable segment spanning retail stores, salon services, and e-commerce, and spans both prestige and mass price points, differentiating itself through wide price-band coverage, in-store services, and a very strong loyalty program. Its loyalty base exceeded 46 million members at the end of FY2025, with about 95% of sales coming from members; in FY2025, 73% of members shopped only in physical stores, while omnichannel members historically spent more than three times what store-only members spent. The company cites its own research estimating roughly 140 million beauty enthusiasts in the U.S. Sephora is its key specialty-channel competitor, disclosing more than 3,000 stores across 35 markets and 45 million North America Beauty Insider members in 2025, but is positioned differently with greater strength in prestige brand mindshare and a global prestige ecosystem. Ulta states in its 10-K that the beauty and services market is highly competitive, with competitors including department stores, specialty stores, drugstores, grocery, mass merchandisers, brand e-commerce, pure online platforms, and social/marketplace platforms, and explicitly notes the market has low barriers to entry. Its core supplier relationships matter: the top ten brand partners accounted for about 51% of Ulta U.S. sales in FY2025. Sources of its competitive position include brand and consumer mindshare, channel scale, member data, and operational execution—a multi-factor combination integrating loyalty, CRM, credit card, marketing, and digital touchpoints—rather than any single point of regulatory protection; the company acknowledges that network effects are weak and consumer switching costs are low. FY2025 comparable sales rose 5.4%, with 3.3% from higher average ticket and 2.0% from increased transactions. On industry context, Circana data showed U.S. prestige beauty retail sales rose 4% to $36 billion and mass beauty rose 5% to $72.7 billion in 2025, and McKinsey commentary cited expectations that core global beauty segments would reach roughly $590 billion by 2030.
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