ULTA · Ulta Beauty, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 27, 2026TL;DR. Ulta Beauty delivered Q2 FY2026 results with 8.9% net sales growth, 10.1% operating income growth, and 13.3% diluted EPS growth to $6.55, and raised its full-year FY2026 outlook for net sales, comparable sales, operating income, diluted EPS, and stock buybacks. Second-half guidance implies a step-down in growth versus the first half as the company laps tougher prior-year comparisons.
- + Net sales grew 8.9% to $3.0 billion with comparable sales up 3.8% in Q2 FY2026.
- + Company raised full-year FY2026 net sales growth guidance to 6.7%-7.2% and comparable sales growth to 3.2%-3.7%.
- + Increased FY2026 stock repurchase plan to $1.8 billion from $1.5 billion.
- − Gross margin declined slightly to 39.1% from 39.2%, primarily due to the Space NK business mix.
- − Second-half FY2026 net sales growth is guided to 4%-5% with comparable sales of just 2%-3%, a step-down from the first half.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital expenditures | 139.5M | first six months of fiscal 2026 | — |
| Comparable sales | 3.8% | second quarter | — |
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| Operating income growth | 10.1% | second quarter | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ULTA
this stock
Ulta Beauty, Inc.
|
$23.31B | -9.7% | +9.7% | 19.9 | 5.7% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +27.6% | +1.2% | 23.8 | 4.9% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +10.1% | +10.2% | 28.9 | 4.1% |
|
BBY
Best Buy Co Inc
|
$18.61B | +31.8% | +0.4% | 14.8 | 7.6% |
|
TSCO
Tractor Supply Co /De/
|
$16.81B | -37.4% | +4.3% | — | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ULTA | +0.4% | +0.1% | +2.5% | +1.7% | -9.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.1% | 0.0% | -9.7% | +2.3% | -21.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.