Added to YB: 2025-08-26
Pitch date: 2025-08-22
ULTA [bullish]
Ulta Beauty, Inc.
+12.18%
current return
Author Info
No bio for this author
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
$527.01
Price Target
589.00 (-2%)
Dividend
N/A
EV/EBITDA
12.52
P/E
22.98
EV/Sales
2.42
Sector
Specialty Retail
Category
turnaround
Barclays Upgrades $ULTA to Overweight
ULTA (holding update): Barclays upgrade to Overweight, PT $589 from $518. New CEO Kecia Steelman driving rapid changes: sustainable positive comps/margin expansion, improved promos, optimizing distribution by slowing store growth & ending Target partnership 8/26, low tariff exposure vs peers, conservative FY25 guidance allows beat/raise potential. Beauty market stabilizing at mid-single-digit growth.
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