Qualitative Drivers Make Ulta Beauty A Buy [Seeking Alpha]
Ulta Beauty, Inc. (ULTA)
Last ulta beauty, inc. earnings: 3/12 04:03 pm
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US:NASDAQ Investor Relations:
ir.ultabeauty.com/overview/default.aspx
Company Research
Source: Seeking Alpha
SummaryWeak earnings make horrible headlines but earnings this year are a minuscule part of Ulta's intrinsic value.2020 may be the trough year for the beauty industry even if COVID-19 lingers.COVID-19 has pressured beauty distribution channels but the fundamental demand for beauty products and services has not been impaired.Investment ThesisNearly two decades of consecutive growth and profitability at Ulta Beauty (ULTAThe Bear CaseMcKinsey suggests beauty industry revenues may decline up to35%I believe most of the bearish chatter about Ulta is tied to 2020 or misconstrues the actual drivers of beauty demand. For example, bears argue that the combination of work from home, mask-wearing, social distancing, and sanitary concerns at beauty stores have cut off demand for beauty products and services. The logic here is that cosmetics usage drops off if face-to-face interactions drop off. Furthermore, bears suggest the appeal of product sampling at brick-and-mortar beauty stores has diminish
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ULTA
News
- Former Ulta Beauty, Capital One Executive Named Follett Higher Education's New Chief Information Officer [Yahoo! Finance]Yahoo! Finance
- Ulta Beauty, Inc. (NASDAQ: ULTA) had its price target lowered by analysts at Wells Fargo & Company from $450.00 to $350.00. They now have an "underweight" rating on the stock.MarketBeat
- Ulta Beauty (ULTA) Surpasses Market Returns: Some Facts Worth Knowing [Yahoo! Finance]Yahoo! Finance
- Ulta Beauty Stock Has Little Upside, According to 1 Wall Street Analyst [Yahoo! Finance]Yahoo! Finance
- The 70 Best Mother's Day Gifts That Show Mom How Much You Care [Forbes]Forbes
ULTA
Earnings
- 3/14/24 - Beat
ULTA
Sec Filings
- 4/24/24 - Form DEF
- 4/24/24 - Form DEFA14A
- 4/5/24 - Form SC
- ULTA's page on the SEC website