Ulta Beauty (Ulta) Earnings K2 2025

Ulta Beauty On Thursday, he appointed his entire forecast, after reporting growth in all major categories and topping the quarterly sales expectations of Wall Street.

The retail of beauty has said that the net sales between $ 12 billion and $ 12.1 billion, compared to the previous range of $ 11.5 billion, which is an increase from the last net sales of a fiscal year of $ 11.3 billion of $ 11.3 billion. He expects earnings at the participation of 23.85 to $ 24.30, compared to the previous range from H22.65 to $ 23.20.

He expects a comparative sales, a metric that extracts one-time factors like a store and shutter, to grow between 2.5% to 3.5%, worse than projections as much as 1.5%. The company had raised her annual profit forecast And the upper end of your entire sales range in May.

In the company’s edition, the General Manager of Kecia Steelman said his gaze for the year “reflects the strength of our performances in the date and our precaution about how the consumer can develop in the second half of the year.”

Ulta’s shares received approximately 6% in extended trading, after hitting 52-week during the regular session.

Here’s what the company applied for the fiscal second quarter compared to what Wall Street is expected, according to LSEG:

• Earnings per share: $ 5.78. It was not immediately clear whether it was comparable to $ 5.08 that analysts expected.
• Income: 2.79 billion USD in relation to $ 2,767 billion

In a three-month period that ended 2. August, Ulta’s net income rose to $ 260.88 million, or $ 5.78 per share, from $ 252.6 million, or $ 5.30 per share, in the period from Ago. Income increased with $ 2.55 billion in a quarter of a quarter.

Beauty remained a hot category for consumers, even while withdrawn or view their consumption in other discretion. However, it is encouraged harder competition for Ulta beauty as special players like Lvmh-Offered Sephora, retail for large boxes like Walmart and department stores like Kohl’s They all broke their cosmetic companies.

For investors and tariffs, they also closely watched the challenge for retailers. Compared to other retailers, Ulta is not directly exposed. Only about 1% of the goods of the last fiscal year was direct imports, then CFO Paula Oyibo said in May on the basis of company earnings. She said that at the time, most Ult exposure to higher duties were smaller, such as fastenings and supplies.

In the second quarter, the comparable sale of Ult increased 6.7% during the year, more than expected double analysts, towards the streets.

Customers visited more and spent more when they entered the Ulta’s website and in their stores compared to the processor in a quarter. The transactions increased by 3.7%, and the average map increased by 2.9%.

Along with attracting more customers in the US, Ulta looked internationally for growth. Was announced in July who had Gain space NKBritish retail beauty, from the capital of Manzanit. The agreement allows Ult to enter the new international market, because the NK universe has 83 shops in the United Kingdom and Ireland.

Ulta did not reveal the price of acquisition, saying that she financed a cash transaction on an existing credit drive and Ult and would not be material results for the fiscal year.

The company is also expanding in other international markets. Ulta plans to open his first stores in Mekico City, Kuwait City and Dubai later this year, General Manager Kecia Steelman said Mai Call Call.

Ulta also runs the third party market later this year, A move that more sellers earn As a way to expand a mixture of goods that carries without need for more space to store or purchase more of your own inventory.

At the same time, Ulta recently announced the end of one of his efforts to expand the reach. That cut the links with Targetwho had Open mini Ulta stores In more than 600 stores with large boxes. The licensing agreement, which will end in August 2026. years, allowed a goal to sell a smaller and rotating range of makeup, care, hair care products and more that passed the Ulta store completely. The goal has conveyed those things on your website and staff is to get stores.

Ulta also sought new CFO. Former CFO company, OIIBO, Ulta flew at the end of June after about a year in the role. Ulta has not yet announced its permanent successor.

This is the breaking of the news. Please return for updates.