Target's Shrink Normalization Emerges as Key Margin Stabilizer [Yahoo! Finance]
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
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Source: Yahoo! Finance
After multiple years of elevated shrink, management expects the shrink levels to fully normalize to the pre-pandemic benchmarks in fiscal 2025, materially improving the gross margin performance. Management has positioned shrink improvement as a deliberate, multi-year operational reset rather than a short-term benefit. Enhanced inventory controls, improved store execution and better supply-chain visibility have collectively reduced loss rates. Importantly, shrink normalization represents a margin lever that does not depend on pricing actions or incremental demand, making it a higher-quality source of profit improvement. The financial impact is already evident in the third quarter of fiscal 2025 results. Lower shrink contributed approximately 70 basis points of gross-margin benefit, partially offsetting roughly 100 basis points of merchandising pressure tied to higher markdowns. As a result, the gross margin declined only modestly year over year to 28.2% despite ongoing softness in
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ULTA
Earnings
- 12/4/25 - Beat
ULTA
Sec Filings
- 12/18/25 - Form 8-K
- 12/17/25 - Form 4
- 12/10/25 - Form 4
- ULTA's page on the SEC website