Ulta Beauty News Brief
Summary
Ulta Beauty raised its full-year sales and profit outlook for the second consecutive quarter after reporting strong Q3 earnings that beat expectations. The company’s stock rose over 6% on the news, fueled by resilient consumer spending in the beauty category.
Key Points
- Strong Financial Performance: Q3 EPS was $5.14 vs. $4.64 expected; Revenue was $2.86B vs. $2.72B expected. Comparable sales grew 6.3%.
- Raised Annual Guidance: Ulta now expects full-year net sales of ~$12.3B (up from $12B-$12.1B) and EPS of $25.20-$25.50 (up from $23.85-$24.30).
- Category Highlights: Fragrance saw double-digit growth; Skincare grew by high single digits. Haircare grew mid single-digits despite pressure on styling tools from tariffs.
- Consumer Trend: Shoppers continue to prioritize beauty spending for essentials, gifts, and “affordable splurges,” even with tight budgets.
- Growth Initiatives: Expanding internationally (Space NK acquisition, stores in Mexico/Kuwait) and launched an online third-party marketplace with over 120 new brands.
- Stock Performance: Shares up ~23% year-to-date, outperforming the S&P 500’s ~17% gain.
Ulta Beauty 新闻简报
摘要
Ulta Beauty在第三季度财报超出预期后，连续第二个季度上调了全年销售和利润展望。受美容品类消费韧性推动，公司股价在消息公布后上涨超过6%。
关键点
- 强劲财务表现： 第三季度每股收益为5.14美元，预期为4.64美元；营收为28.6亿美元，预期为27.2亿美元。可比销售额增长6.3%。
- 上调年度指引： Ulta现在预计全年净销售额约为123亿美元（此前为120-121亿美元），每股收益为25.20-25.50美元（此前为23.85-24.30美元）。
- 品类亮点： 香水品类实现两位数增长；护肤品实现高个位数增长。尽管关税导致造型工具销售下滑，护发品类仍实现中个位数增长。
- 消费趋势： 即使预算紧张，消费者仍继续优先考虑在美容必需品、礼物和”可负担的奢侈”上的支出。
- 增长举措： 国际扩张（收购Space NK，在墨西哥和科威特开店）并推出了拥有超过120个新品牌的第三方在线市场。
- 股票表现： 股价年内上涨约23%，跑赢标普500指数约17%的涨幅。
Original Article Link: https://www.cnbc.com/2025/12/04/ulta-ulta-earnings-q3-2025.html