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0.000600598401089854 0.00147052001811564 0.000341193603871225 0.00137881279274592 0.00438485661933904 0.00654402007854163 0.00403389718780784 0.00290472336462058
Stock impact report

Deutsche Bank sees ‘risk-on' setup for retail in 2026, favors AS and ROST [Yahoo! Finance]

Ulta Beauty, Inc. (ULTA) 
Last ulta beauty, inc. earnings: 3/12 04:03 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.ultabeauty.com/overview/default.aspx
Company Research Source: Yahoo! Finance
Analyst Krisztina Katai said the firm views 2026 as “a volatile but broadly risk-on macro environment,” consistent with Deutsche Bank's house view. The bank initiated Buy ratings on Amer Sports, Birkenstock, Ulta Beauty, Ralph Lauren, Ross Stores and TJX Companies, while assigning Hold ratings to Bath & Body Works, Burlington Stores, Nike and Lululemon. Deutsche Bank said it is entering 2026 “with optimism,” pointing to “a relatively resilient consumer and a better pricing/margin backdrop.” Same-store sales should improve, the note said, helped by easier weather comparisons and a meaningful boost from tax refunds in the first half of the year. Deutsche Bank estimated that the One Big Beautiful Bill Act will lift refunds by “~$55B (~12%) vs. total refunds of $461B in 2024.” Katai expects the increase to benefit low- and middle-income households most, noting that government projections show tax cuts of “~15% for those earning $50-$100K.” Deutsche Bank also highlighted the p Show less Read more
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