Added to YB: 2025-05-16
Pitch date: 2025-05-14
ULTA [neutral]
Ulta Beauty, Inc.
+47.88%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! Sign up for the newsletter.
Company Info
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.
Market Cap
$26.7B
Pitch Price
$406.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.52
P/E
22.98
EV/Sales
2.42
Sector
Specialty Retail
Category
turnaround
Ulta Beauty: Why research matters
ULTA (overview): Retail beauty chain faces stagnant 5-year price & slowing growth. P/E dropped 23→16. Strong points: 44M loyalty members, 25%+ ROIC, not easily disrupted. Problems: CEO admits losing market share to Sephora in 2024, flat sales vs competitor's double-digit growth, margin pressure, underinvestment in stores.
Read full article (3 min)