Equity Brief · Consumer Cyclical2026-05-20
ULTA·Consumer Cyclical

Ulta Beauty Inc

Sentinellis health

10/10

Financially healthy

Market capitalisation

$21.1B

Revenue (TTM)

$12.4B

§ I · AI Analysis

The brief

Ulta Beauty operates specialty retail stores and an e-commerce platform selling branded and private-label beauty products across cosmetics, fragrance, haircare, skincare, and salon styling tools [Yahoo Finance]. The company also offers in-store salon services and has recently expanded into wellness products through new partnerships [Yahoo Finance].

Ulta Beauty is the largest specialty beauty retailer in the United States, operating over 1,500 stores that sell cosmetics, skincare, haircare, and salon services [Yahoo Finance]. The company generated $12.4 billion in revenue with strong profitability (9.3% net margin) and low debt, earning a 10.0/10 financial health score [Yahoo Finance]. Recent strategic moves include partnerships with Uber Eats for same-day delivery and expansion into wellness supplements, though inflation pressures and upcoming earnings on June 2, 2026 create near-term uncertainty [Yahoo Finance] [EODHD].

Ulta Beauty is financially healthy with strong profitability, low debt, and excellent cash generation.

Synthesis Claude Sonnet 4.5Confidence 8/10

§ II · Recent news

What moved

6 stories · ranked by relevance

  • macro2026-05-20

    3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends

    Yahoo Finance

  • macro2026-05-19

    Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor Conference

    Yahoo Finance

  • macro2026-05-18

    Ulta Beauty Tie-Up and Q1 Results Could Be A Game Changer For Uber Technologies (UBER)

    Yahoo Finance

  • macro2026-05-16

    Ulta Beauty Extends Reach With Delivery Wellness And Data Partnerships

    Simply Wall St

  • macro2026-05-16

    Ulta (ULTA) Stock Trades Down, Here Is Why

    Yahoo Finance

  • macro2026-05-13

    Ulta Beauty (ULTA) Stock Falls Amid Market Uptick: What Investors Need to Know

    Yahoo Finance

Premium · Free with any account

Risk Analysis

Opportunities

Full Financials

Executive Team

Unlock the full Ulta Beauty Inc analysis

Create a free account to access the complete AI-generated report with inline citations.

  • Risks, opportunities, and red flags with sources
  • 100+ financial metrics with charts and benchmarks
  • Full news summaries with source links
  • Executive team and compensation details
  • PDF export for offline use
Read my free brief3 free reports · No credit card

§ III · Related

You might also read

Same sector · Consumer Cyclical or comparable health

Want this for your watchlist?

Read three companies free. No card.

Get 3 free reports