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Stock impact report

Ulta Beauty shares slide on disappointing guidance [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
Ulta Beauty Inc (NASDAQ:ULTA) shares fell about 8% after the beauty retailer issued softer-than-expected guidance for fiscal 2026, overshadowing fourth quarter results that came in ahead of Wall Street estimates. The company reported strong holiday-driven performance for the quarter, with revenue rising 11.8% year over year to $3.9 billion, topping analyst expectations of roughly $3.82 billion. Diluted earnings per share came in at $8.01, slightly above the consensus estimate of $7.98. Comparable sales increased 5.8%, supported by a 4.2% rise in average ticket size and a 1.6% increase in transactions, reflecting steady demand during the holiday shopping season. Despite the top-line strength, profitability metrics showed pressure. Operating margin declined to 12.2%, down from 14.8% a year earlier, as the company faced higher operating costs and increased investment in strategic initiatives. Operating income totaled $476.9 million in the quarter. Selling, general and administ Show less Read more
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