NASDAQ:ULTA
Ulta Salon Cosmetics and Fragrance Inc. (ULTA)
Financials 
Technical Analysis 
Jul 31, 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) is experiencing a mix of strong growth and recent challenges. Although they reported impressive year-over-year sales increases and raised their forecasts, concerns linger about a potential slowdown in the latter half of 2026 and the impact of higher-than-expected costs on earnings, which led to a 23% decline in stock value over the past month. Despite this pullback, there's optimism as younger generations show a strong affinity for beauty products, making the brand less likely to be disrupted by AI advancements. Under the leadership of new CEO Steelman, the company has seen a remarkable 54.4% increase in stock value over the past year, highlighting significant investor confidence and positive market sentiment toward consumer stocks, especially as interest rates are poised for cuts in December.
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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