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-0.00069875247119771 -0.00134637671279563 -1.704274319993E-05 0.00226668484559282 0.00288874497239084 0.00344263412638895 0.00275240302679121 0.00228372758879275
Stock impact report

Retailers face mixed 2026 backdrop as value and AI shape demand: Telsey [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
In a 2026 outlook note, Telsey said several large-scale activations, including the Winter Olympics, the FIFA World Cup and America 250, are expected to support consumer interest and spending. However, she cautioned that tariffs introduced under U.S. President Donald Trump “are continuing to push consumer prices higher, which should last through mid-2026,” while demand elasticity remains a headwind. Telsey noted that performance across retail categories diverged in 2025, with softlines companies delivering year-on-year sales and earnings growth, while hardlines saw flattish sales but improved profitability. Looking ahead, she expects sales growth to improve in 2026, supported by “a continued focus on value, product innovation, and newness,” alongside productivity gains and the lapping of tariffs later in the year. Telsey described 2026 as “the year of the ‘A,'” highlighting affordability, assortment, adaptability, artificial intelligence and advertising as the key themes shapi Show less Read more
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