Ulta Beauty Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.3%projected annual EPS growth
Analyst Coverage
24analysts covering
FY Revenue (est.)
$13.2Bnext fiscal year
FY EPS (est.)
$28.79next fiscal year
Monitoring Framework
Key Performance Indicators
Loyalty Program Active Members Quarterly46.3MTarget: Continued expansion of the 46 million+ member base to drive over 95% of total sales
Comparable Store Sales Growth Quarterly530.0%Target: 2.5% to 3.5% for full year fiscal 2026
Total Store Count Quarterly1.5KTarget: Targeting 200 new U.S. stores by 2027
Watch Items
- Inventory Levels and Promotional ActivityTrigger: Merchandise inventories increased 12.5% to $2.4 billion in Q1 2026Action: Monitor gross margin trends and promotional discounting rates in subsequent quarters to ensure inventory build does not lead to margin erosion.
- Competitive Market Share DynamicsTrigger: Loss of market share in key beauty categories due to Sephora/Kohl's expansion and Amazon's growthAction: Evaluate the effectiveness of the 'Ulta Beauty Unleashed' strategy, exclusive brand launches (e.g., Cécred, Rare Beauty), and digital acceleration.
Research as of 21 Jul 2026