Ulta Beauty (ULTA) earnings Q2 2025
Ulta Beauty On Thursday, it increased the full year forecast after reporting the growth in all major categories and completing the Wall Street’s three -month sales expectations.
Beauty retailer, the previous 11.5 billion dollars and 11.7 billion dollars, the last financial year’s net sales of $ 11.3 billion, representing an increase of 12 billion dollars and 12.1 billion dollars expects net sales, he said. Earning per share is waiting for the previous $ 23.65 to $ 23.20 to $ 23.85 to $ 24.30.
One -time factors such as store openings and closing expects comparable sales to grow from 2.5%to 3.5%of the protrusions up to 1.5%. In May, the company increased the annual profit forecast and the upper end of the sales series all year.
In the company’s news bulletin, CEO Kecia Steelman said that the appearance for the year reflects both the power of our performance and how the consumer demand can develop in the second half of the year.
Ulta shares won approximately 3% in expanded transactions after a 52 -week stroke in the normal session.
According to LSEG, what the company has reported when the Wall Street is waiting for:
- Earning per share: $ 5,78. It was not immediately clear whether this was compared to $ 5.08 expected by analysts.
- Revenues: 2.79 billion dollars and $ 2.67 billion expected
In the three -month period, which ended on August 2, Ulta’s net income rose from $ 252.6 million compared to the previous year or $ 260.88 million per share or $ 5.78 per share. Income increased from $ 2.55 billion in the previous quarter.
Beauty remained a warm category for consumers, even when withdrawing or watching other optional categories. Nevertheless, this caused a more challenging competition as special players for Ulta Beauty. Lvmh-Sephora, like large box retailers Walmart and stores like stores Kohl’s They all collected beauty.
Tariffs for investors have been a close -watched challenge for retailers. Compared to other retailers, ulta is not directly exposed. The company said that only 1% of the last financial year was directly imported, and then CFO Paula Oyibo called for earnings in May. At that time, the exposure of Ulta to higher tasks, most of them are small as store luminaires and materials, he said.
Even in soft economic times, Steelman said that beauty and healthy life have received better wages for “a unique feeling of comfort and escape”.
“Our insight suggests that consumers continue to manage their daily expenditures in a precautionary way and follow their tendency to pricing in response to tariffs.” He said. “At the same time, beauty enthusiasts say that they give us priority to beauty regimes and that they are strongly busy in the category.”
According to StreetCount, the comparative sales of ULTA in the second quarter increased by 6.7% to year, which was more than the expectations of double analysts.
Customers visited more and spent more when they shopped on Ulta’s website and stores compared to the previous year. Transactions increased by 3.7% and average ticket 2.9%.
Ulta added new brands and products in the quarter, including more products than Steelman’s call to earnings, including more products than Isıma, the hair care brand of Peach & Lily, a special Korean beauty brand Peach & Lily and Shakira’s hair care brand.
It is also trying to reach its existing and potential customers in more new ways. He had an activation at Coachella and Lollapalooza music festivals and became the official beauty retail partner of Beyonce’s Cowboy Carter Tour.
Increased number of ulta stores, such as reinforcements, allocates space -related products. Steelman said he opened a healthy life shop in about 370 stores and plans to expand them to more stores in this quarter.
In addition to attracting more customers in the United States, Ulta searched for growth internationally. Announced that it was in July Acquired area nkA British beauty retailer from Manzanita Capital. The agreement allows Ulta to enter a new international market because Space NK has 83 stores in the United Kingdom and Ireland.
Ulta did not announce the price of the purchase, the transaction in the hands of cash and ulta financed with the current loan facility and will not be important for financial results for the financial year, he said.
Space NK for Ulta said it offers a cheaper way to enter a new market. Authorized, independent of the business will continue to operate Ulta’nın strategy can offer learning to shape, he said. Compared to Ulta, the shops tend to be smaller, they are located on the main streets in cities and they sell prestige beauty products primarily.
The company is expanding in other international markets. Ulta recently marked the soft opening of the first Ulta store in Mexico, and Steelman said in a statement on Thursday that he plans to open his first store in the Middle East this year.
Ulta also offers a third -party market in which Steelman says that it will be launched in the third quarter. Increased number of retailers, including Best Buy, initiates a way to expand the mixture of goods they carry without the need for more store shelf space or buy more than their own inventories.
At the same time, Ulta recently announced the end of one of the efforts to expand its access. Cut the bonds AimHe had opened mini -ulta stores in more than 600 large box stores. The license agreement, which will end in August 2026, allowed Target to sell a smaller and rotating make -up, skin care, hair care products and more carried by Full Ulta stores. Target carried these items on the website and worked for shops.
However, he said that the target agreement for Ulta has little contributes to the financial situation. The company’s call for earnings, “well below 1% of net sales,” he said.
Ulta is also looking for a new CFO. Oyibo, the former CFO of the company, left Ulta at the end of June about a year later. Ulta has not yet announced his permanent successor.
