ULTA

$ULTA

Ulta Beauty, Inc.

Largest specialty beauty retailer in the US with 1,300+ stores and salon services.

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ULTA: Selloff Tests Long-Term Thesis

Ulta Beauty's 14% drop after earnings highlights margin pressure despite healthy sales, strong ROE and $1.2B buybacks. This report parses valuation, catalysts, and risks ahead of Q1 2027.

Mar 16, 2026