Ulta Beauty anticipates flat or 1% growth in comparable sales for 2025. Analysts had expected a 1.2% increase. The company projects full-year earnings between $22.50 and $22.90 per share, falling short of the anticipated $23.47. In the fiscal fourth quarter, Ulta reported a net income of $393 million, or $8.46 per share, compared to $394 million, or $8.08 per share, the previous year. Sales for the quarter were $3.49 billion, a 2% decrease from $3.55 billion the year before. During the holiday quarter, comparable sales rose by 1.5%, surpassing the expected 0.8% growth. The average ticket increased by 3%, but transactions fell by 1.4%. Ulta’s new CEO, Kecia Steelman, highlighted the need for investments to improve competitiveness, which will pressure profitability in 2025. The company lost market share in the beauty category in 2024 amid intense competition.
Rahul Sharma
@Retail_Guru
·
17h Practice is common but still galling to see new CEOs trash margin guides. In what context can $ULTA CEO claim to be ‘incredibly optimistic’ when she guides margin down 200bp+? That said, sign of how washed out expectations are that this guide is ‘only’ 5% below street.
CMG Venture Group
@CmgVenture
·
17h $ULTA | Ulta Beauty beat earnings and revenue estimates in Q4 but provided weak FY guidance. The stock is +7.3% after-hours.
EPS: $8.46 vs. $7.13 est.
Revenue: $3.49B vs. $3.47B est.
Key takeaways:
Cosmetics revenue: -9% YoY
Skincare revenue: +3% YoY
PeloSwing
@PeloSwing
·
Mar 11 $ULTA with the break of supporting trendline, falling to new lows for 2025.
Don’t forget that Warren Buffett sold out of all his Ulta stock. The company will report earnings on Thursday after the market closes. 8.07% weekly implied move..
Investing Table
@Investing_Table
·
18h $ULTA reported earnings results today with a double beat:
Revenue: $3.49B vs. $3.47B expected
EPS: $8.46 vs. $7.15 expected
Maintains a loyal customer base through its Ultamate Rewards program, which has over 40 million members.
Continues to expand its e-commerce
Ondrej
@ondrejslunecko
·
43m Ulta Beauty’s Q4 FY2024: A Dash of Glam, a Pinch Less Sparkle!
$ULTA quarter saw a slight drop in top-line results—likely impacted by the extra week in the prior year—yet EPS managed a rosy glow. Will customers keep splurging on self-care, or is a makeover in the cards?
TA Capital Research
@TACapResearch
·
2h Ulta Beauty, Inc: $ULTA | daily
Major weakness within this chart since we noted the ~$403 support break with clients last month.
So far, this chart has seen a ~25% pullback over the last 5 weeks.
http://TACapitalResearch.com
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