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NASDAQ:ULTA
Ulta Salon Cosmetics and Fragrance Inc. (ULTA)
Financials 
Technical Analysis 
Jun 11, 2026, 12:00 amThis summary was created by AI, based on 4 opinions in the last 12 months.
Ulta Salon Cosmetics and Fragrance Inc. (symbol: ULTA-Q) is facing some concerns about its future momentum as the market anticipates potential weakness in the latter half of 2026. Despite this, the company recently reported strong same-store sales, although higher than expected costs led to a miss in earnings, resulting in a 23% drop in shares over the past month. The younger generation’s increased focus on beauty feels insulated from disruption by AI, and the stock maintains a reasonable price-to-earnings ratio. Notably, since appointing Steelman as CEO, the stock has soared 54.4%, bolstered by robust sales growth and an improved economic sentiment regarding consumer stocks as interest rates are expected to decrease. Recent results showed significant increases in net sales and gross profit margins, encouraging investors and raising the company’s full-year guidance.
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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