Ulta Beauty (ULTA) Q4 Earnings 2025

Ulta Beauty It reported Thursday that earnings per share met expectations but revenue was above Wall Street’s expectations.

The company’s shares lost approximately 8% of their value in long-lasting transactions.

According to LSEG’s estimates, the company’s performance in the fourth fiscal quarter ending January 31 compared to Wall Street expectations is as follows:

• Earnings per share: Expected $8.01 and $8.03
• Revenues: 3.9 billion dollars, while the expectation was 3.80 billion dollars

The company’s net sales increased by 11.8% in the fourth quarter compared to the same period of the previous year. Ulta reported that its full fiscal 2025 net sales increased 9.7% to $12.4 billion.

The company said its gross profit as a percentage of net sales fell slightly, partly due to a reduction in fixed expenses and revenues, but this was offset by lower inventory shrinkage and supply chain efficiency.

Ulta said it expects net sales growth of 6% to 7% for fiscal 2026 and earnings per share of $28.05 to $28.55. The midpoint of the EPS estimate of $28.30 was slightly below the midpoint of $28.40 that analysts expected for 2026.

Additionally, according to Street Account, same-store sales in 2026 are projected to be between 2.5% and 3.5%, compared to a forecast of up to 3.5%.

Analysts had high expectations for the company’s earnings report. Oppenheimer analysts wrote in a note Wednesday that they expect Ulta’s Q4 results to be “robust.”

“Our better-than-planned financial performance reflects our focus on serving our guests and consistently delivering great experiences through better execution, compelling innovations, more seamless and convenient experiences, and bold new sales and marketing strategies,” CEO Kecia Steelman said in a statement. he said.

This is the company’s first earnings report since Christopher DelOrefice Became chief financial officer of Ulta At the beginning of December.

Correction: The caption of the photo containing this story has been revised to reflect that Ulta Beauty reported fourth-quarter earnings on Thursday. A previous version of the headline misidentified the quarter the company reported.