Ulta Beauty, Inc. logo ULTA - Ulta Beauty, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 26
HOLD 19
SELL 1
STRONG
SELL
0
| PRICE TARGET: $664.23 DETAILS
HIGH: $790.00
LOW: $550.00
MEDIAN: $652.00
CONSENSUS: $664.23
UPSIDE: 38.37%

Stock News

Ulta Beauty: The Reset Makes The Buy Case More Attractive

Ulta Beauty: The Reset Makes The Buy Case More Attractive

Ulta Beauty remains a buy as risk/reward improves amid investor concerns about beauty demand and margin durability. ULTA's core business is robust, with 5.3% Q1 comp sales growth and broad-based category strength supported by a 46.9M-member loyalty program. Gross margin expanded to 40.1% on better inventory control and merchandise margin, though SG&A investments temporarily pressure operating leverage.

Jul 08, 2026 08:15 PM seekingalpha.com
Bath & Body Works: Ulta Beauty Partnership Adds To An Already Compelling Value Story

Bath & Body Works: Ulta Beauty Partnership Adds To An Already Compelling Value Story

Bath & Body Works remains a Strong Buy, with valuation deeply discounted relative to robust fundamentals and significant growth potential. BBWI's Q1 beat, resilient free cash flow guidance ($600M for 2026), and cost savings initiatives highlight operational strength amid macro headwinds. Expansion into Ulta Beauty stores and Amazon, alongside international growth, positions BBWI for long-term upside despite near-term consumer pressure.

Jun 27, 2026 11:32 PM seekingalpha.com
Bath & Body Works' Ulta Beauty launch may expand reach, but channel shift risks remain: Jefferies

Bath & Body Works' Ulta Beauty launch may expand reach, but channel shift risks remain: Jefferies

Bath & Body Works Inc (NYSE:BBWI) is preparing to launch a curated assortment of products at Ulta Beauty stores and online in July, a move that analysts at Jefferies said could broaden the retailer's distribution and customer discovery opportunities while facing limitations from store overlap and competition. The partnership is scheduled to begin on July 12 and will bring more than 55 Bath & Body Works stock-keeping units, including select exclusive products such as Juniper Breeze, to more than 600 Ulta locations and Ulta's e-commerce platform.

Jun 24, 2026 11:08 AM proactiveinvestors.com

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