Ulta Beauty Stock Price, News & Analysis

Ulta Beauty (NASDAQ: ULTA) launched UB Marketplace on October 14, 2025, a curated third-party platform live on ulta.com and the Ulta Beauty app.

Key features include a unified search, cart and checkout, eligible purchases earning Ulta Beauty Rewards, in-store returns at more than 1,400 stores, and an initial assortment of 100+ new brands. The marketplace is invitation-only for brands, powered by Mirakl and integrated with Ulta’s digital ecosystem to scale assortment over the next 12–18 months.

Ulta Beauty (NASDAQ: ULTA), America's largest beauty retailer, has launched its first international brick-and-mortar stores in Mexico, marking a significant milestone in its global expansion strategy. The company opened its first store at Antara Fashion Hall in Mexico City on August 21, followed by a second location at Galerías Metepec on August 30.

In partnership with Axo, Ulta Beauty plans to open several stores across Mexico throughout 2025, introducing its signature "All Things Beauty, All in One Place" concept. The stores will feature 35 beloved beauty brands, including Ulta Beauty exclusives and local Mexican brands, along with beauty services and immersive experiences. The expansion demonstrates Ulta's commitment to the Mexican market, with plans for additional store openings in key locations including Monterrey, Guadalajara, and Tijuana.

Ulta Beauty (NASDAQ:ULTA) has announced its 2025 MUSE Accelerator program cohort, selecting eight early-stage beauty brands from over 500 applications. The 10-week program, launched in 2022, provides each participant with $50,000 in financial support and comprehensive mentorship to prepare for retail distribution.

The selected brands span cosmetics, skincare, haircare, and wellness sectors, with founders representing underrepresented voices in the beauty industry. The program has already successfully launched four brands into retail distribution, including Pound Cake, Octavia Morgan Los Angeles, Scarlet by RedDrop, and Ocoa.

Participants will receive extensive training in brand strategy, retail operations, and supply chain management, culminating in a Demo Week where founders pitch to Ulta Beauty merchants. Additionally, one cohort member will receive an extra $10,000 award through Ulta's partnership with Fifteen Percent Pledge.

Ulta Beauty (NASDAQ: ULTA) reported strong Q2 2025 financial results, with net sales increasing 9.3% to $2.8 billion and comparable sales growing 6.7%. The company achieved net income of $260.9 million, or $5.78 per diluted share, up 9.1% year-over-year.

Key highlights include the successful acquisition of Space NK in July 2025, expansion of store network to 1,473 locations, and continued execution of share repurchase program with $109.5 million in buybacks during Q2. The company has raised its fiscal 2025 outlook, now projecting net sales of $12.0-12.1 billion and comparable sales growth of 2.5-3.5%.

Operating margin slightly decreased to 12.4% from 12.9% year-over-year, while gross profit margin improved to 39.2% from 38.3%. The company maintains a strong balance sheet despite carrying $289.1 million in short-term debt primarily related to the Space NK acquisition.

Ulta Beauty (NASDAQ: ULTA) announced participation in two upcoming investor conferences. CEO Kecia Steelman and interim CFO Chris Lialios will join a Fireside Chat at the Goldman Sachs Global Retailing Conference on September 4, 2025. Additionally, Chief Retail Officer Amiee Bayer-Thomas will participate in Piper Sandler's Growth Frontiers Conference on September 10, 2025.

Both events will be accessible via webcast on the company's investor relations website, with replays available for a limited time.

Ulta Beauty (NASDAQ: ULTA) has strengthened its Board of Directors with two strategic appointments effective September 1, 2025. Martin Brok, with over 35 years of global leadership experience in consumer brands and retail, joins as a director bringing expertise from his roles at Sephora, Starbucks, and Nike. Stephenie Landry, with more than 20 years of leadership in consumer technology and retail operations, also joins the board, bringing valuable experience from Honor Technology and Amazon.

Both appointees will serve on the Audit and Compensation Committees. With these additions, Ulta Beauty's Board now comprises 12 directors, with notable diversity metrics including 67% women and 33% racially diverse representation, with half of the board appointed within the last five years.

Ulta Beauty (NASDAQ: ULTA) has scheduled its second quarter fiscal 2025 earnings release for August 28, 2025, after market close. The company will host a conference call and webcast at 4:30 p.m. ET / 3:30 p.m. CT to discuss the financial results.

Investors can access the earnings information and live webcast through Ulta Beauty's Investor Relations website. An archived version of the webcast will be available for replay for a limited time after the event.

Ulta Beauty (NASDAQ: ULTA) and Target Corporation (NYSE: TGT) have announced they will end their shop-in-shop partnership in August 2026 when their current agreement expires. The partnership, which began in 2021, allowed Target customers to access prestige beauty products and link their Ulta Beauty Rewards with Target Circle accounts.

Until the conclusion of the partnership, customers will continue to earn Ulta Beauty Rewards on eligible purchases at Target locations. Ulta Beauty plans to focus on its core business strategy, including the launch of Ulta Beauty Marketplace later this year. Target will maintain its beauty retail presence by continuing to offer a curated assortment of beauty products and experiences to its customers.

Ulta Beauty (NASDAQ: ULTA) has announced the acquisition of Space NK Limited, a prominent British beauty retailer, from Manzanita Capital. Space NK, known for curating innovative beauty brands, operates 83 stores across the UK and Ireland along with an online presence.

The acquisition marks Ulta Beauty's strategic entry into the UK market, aligning with their international expansion strategy under the Ulta Beauty Unleashed plan. Space NK will operate as a standalone subsidiary, maintaining its current management team led by CEO Andy Lightfoot. The transaction was funded through cash on hand and existing credit facility, with the financial terms undisclosed. The acquisition is not expected to materially impact Ulta Beauty's fiscal 2025 financial results.