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NASDAQ:ULTA
Ulta Salon Cosmetics and Fragrance Inc. (ULTA)
Financials 
Technical Analysis 
Aug 19, 2026, 12:00 amThis summary was created by AI, based on 4 opinions in the last 12 months.
Ulta Salon Cosmetics and Fragrance Inc. (ULTA-Q) has faced some challenges recently as concerns about the latter half of 2026 arise, with signs of lost momentum bringing the stock back to levels seen a year ago. Despite reporting strong same-store sales, the company experienced increased costs that led to a miss in earnings expectations, resulting in a 23% drop in share price over the past month. However, the potential of the beauty market, especially among younger consumers, remains strong, with experts believing that AI won't disrupt this trend. The latest quarterly performance showcased significant growth with net sales rising 12.9% year-over-year, and recent management under CEO Steelman has led to a remarkable 54.4% increase in stock value since his appointment. With analysts raising full-year forecasts in light of these positive performance indicators, Ulta still appears to have room to grow despite recent setbacks.
Jason Del Vicario
Don Lato(A Top Pick April 20/18 - Up 2%.) Business has been good. Late last year it picked. Growth has slowed but still looking at mid-teens next year. He would still be buying here.
Don LatoA great combination of new store openings and same-store sales increase. They own 1000 stores and plan to open another 100 this year. Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now. Yield 0%. (Analysts’ price target is $246.95 )
Don Lato
They have their own line of beauty products. They also have solon services within the store so they are creating an experience to attract the buyer into the store. It is a unique play within the consumer space. (Analysts’ target: $253.50).
Erin GibbsA low-volume name that is doing things that are considered to be a little bit Amazon proof. The stores are not in big malls, but are off in the power centres on the sides. They have been growing ad hoc, but now are starting to get logistics in place, merchandising technology, loyalty programs, mobility, Internet and it is all coming together. It still has lots of legs left. (Analysts’ price target is $301.06.)
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