Added to YB: 2025-02-19
Pitch date: 2025-02-17
ULTA [neutral]
Ulta Beauty, Inc.
+62.55%
current return
Author Info
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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
$26.2B
Pitch Price
$362.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.32
P/E
22.59
EV/Sales
2.39
Sector
Specialty Retail
Category
N/A
3 Specialty Retailers from QVI's High-Quality Universe - Ulta Beauty, Inc.
ULTA (watchlist): Largest US beauty retailer, 1400 stores, $11B sales. Strong moat, loyal customers. Double-digit margins, high ROE/ROIC. Reasonable valuation (P/E, P/S, EV/EBIT). 40M+ loyalty members, Target partnership. Risks: competition (Sephora-Kohl's, Amazon), slowing growth. High beta, short interest. Potential QVI coverage initiation.
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