Ulta Beauty Inc. (ULTA)

In the past six months, Ulta Beauty's stock experienced notable events. On May 29, 2025, Ulta Beauty announced its first-quarter fiscal 2025 results, reporting a 4.5% increase in net sales and a 2.9% increase in comparable sales, leading to an 8.44% surge in the stock price. On June 25, 2025, Ulta Beauty announced a CFO transition process. Around April 5, 2024, Ulta Beauty's shares fell by 15% due to a slowdown in demand. As of June 20, 2025, the stock price was $473.85, representing a 21.59% increase over the period from June 24, 2024.

Demand for Ulta Beauty's products is seasonal, with the fourth fiscal quarter generating the largest revenue share due to holiday demand. In the second quarter of fiscal 2024, there was a slowdown in demand, and around April 2024, there was an earlier and more significant decline in demand across all price points and product categories. Consumer interest in self-care and personal grooming continues to drive demand.

Ulta Beauty, Inc. is the largest beauty retailer in the United States, offering a range of beauty products and services, including branded and private-label items. Its major product categories include cosmetics, fragrance, skincare, haircare, bath and body products, and professional hair products. Ulta Beauty provides in-store beauty services and its private label, the "Ulta Beauty Collection," includes cosmetics, skincare, and bath products. The business model integrates mass-market, prestige, and professional beauty products under one roof.

Ulta Beauty's operations are exclusively within the United States, with 1,451 stores across all 50 states as of May 3, 2025. States with a significant presence include California, Texas, and Florida. Ulta Beauty also has a strategic partnership with Target, including over 600 "shop-in-shop" locations as of February 2025.

Ulta Beauty has focused on enhancing its brand reputation and engagement by supporting Black-owned brands through its MUSE platform. The inaugural "Ulta Beauty World" consumer-facing event in April 2025 aimed to foster emotional consumer connections and drive in-store traffic. The company plans to increase in-person events to 70,000 and expand its presence at major cultural events.

Ulta Beauty, Inc. has a significant portion of its stock owned by institutional investors, ranging from approximately 79.25% to 97.2%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Geode Capital Management, LLC, and Capital Research & Management Co. Individual insiders hold a very small percentage of the company's stock, typically around 0.17% to 0.203%.