{"filings":[{"id":2520518,"accession_number":"0001104659-26-102438","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-08-27T20:07:37+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q2 EPS $6.55, comp +3.8%, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3,035.7M, +8.9% YoY; comparable sales +3.8%; diluted EPS $6.55, +13.3%.","Operating income $379.6M, +10.1%; gross margin 39.1% vs 39.2% on Space NK mix.","Raised FY2026 outlook: net sales growth 6.7-7.2%, EPS $28.70-$29.00 (prior $28.36-$28.80).","Stock repurchase plan increased to $1.8B from $1.5B; repurchased 1.4M shares for $791.1M in H1.","SG&A as % of sales improved to 26.4% from 26.6%; Space NK acquisition aided sales."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2282197,"accession_number":"0001104659-26-097497","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-08-17T10:30:42+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Ulta Beauty appoints Brieane Olson to board, effective Aug 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brieane Olson, 47, appointed as independent director; fills seat vacated by Kelly E. Garcia.","Garcia transitions to role of Ulta Beauty's Chief Technology Officer; board will have 10 directors.","Olson has been PacSun CEO since May 2023, President since 2021, and Chief Brand Officer since 2020.","Over 20 years specialty retail experience; holds degrees from UC Berkeley and Istituto Marangoni.","Appointment effective August 31, 2026; term runs until 2027 Annual Meeting of Stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1637997,"accession_number":"0001104659-26-083524","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-07-14T20:30:25+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ulta Beauty appoints Kelly Garcia as CTO; Garcia resigns from board effective Aug 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kelly Garcia appointed CTO effective August 31, 2026; he resigns from the Board on that date.","Garcia previously served as EVP and CTO of Domino's Pizza since July 2012.","He brings over 25 years of experience in e-commerce, loyalty, digital innovation, and cybersecurity.","CEO Kecia Steelman cited Garcia's board insights and tech expertise as key to advancing Ulta Beauty Unleashed strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":947557,"accession_number":"0001104659-26-071896","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-06-09T21:01:03+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Ulta Beauty stockholders approve 2026 Incentive Award Plan and charter amendments at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2026 Incentive Award Plan approved with 5,001,201 shares authorized (3.5M new + 1.5M from prior plan).","Charter amended to limit officer liability under Delaware law and add exclusive forum provisions.","All 10 director nominees elected; advisory vote on executive compensation approved.","Ratification of Ernst & Young as auditor for FY2026 (ending Jan 30, 2027)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":805878,"accession_number":"0001104659-26-069464","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-06-02T20:06:38+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $7.74 (+15.5% YoY); operating income $448.3M (+11.6%).","Gross margin improved to 40.1% from 39.1% on lower shrink and higher merchandise margin.","Comparable sales +5.3% (avg ticket +3.7%, transactions +1.6%).","Returned $555M to shareholders via share repurchases in Q1.","Raised FY2026 diluted EPS guidance to $28.36-$28.80 from $28.05-$28.55; net sales growth outlook unchanged at 6-7%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103645,"accession_number":"0001104659-26-027061","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $3.90B (+11.8% YoY); comparable sales +5.8%. Diluted EPS $8.01 vs $8.46 YoY.","Fiscal 2025 net sales $12.39B (+9.7%); comp +5.4%; diluted EPS $25.64 (+1.2%).","Q4 gross margin 38.1% (flat YoY); SG&A 25.7% of sales (+230 bps) due to strategic investments.","FY2026 guidance: net sales growth 6-7%, comp +2.5-3.5%, diluted EPS $28.05-$28.55.","Returned $890.5M via share repurchases in FY2025; $1.8B remains under $3.0B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":25.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":12392820000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119905,"accession_number":"0001104659-25-122603","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty adopts Executive Severance Plan providing 2x salary + bonus on qualifying termination","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Plan covers executive officers; provides 2x base salary paid bi-weekly over 24 months.","One-time bonus equal to lower of target or actual bonus for fiscal year of termination.","Company-paid COBRA premiums for up to 12 months following termination.","Restrictive covenant period extended to 24 months from 12 months under existing CIPCA.","Plan supersedes prior severance arrangements; CIC Plan remains separate for change-in-control terminations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119904,"accession_number":"0001104659-25-118457","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q3 net sales up 12.9% to $2.86B; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.8576B (+12.9% YoY); comparable sales +6.3% vs +0.6% prior year.","Diluted EPS flat at $5.14; net income $230.9M down from $242.2M.","Operating margin 10.8% vs 12.6% due to higher SG&A (29.4% vs 27.0% of sales).","Raised FY2025 EPS guidance to $25.20-$25.50 from $23.85-$24.30; sales ~$12.3B.","Repurchased $224.7M in shares in Q3; $2.0B remaining under $3.0B program."],"consensus_eps_estimate":null,"consensus_eps_actual":17.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":8494459000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119903,"accession_number":"0001104659-25-099926","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Ulta Beauty names Christopher DelOrefice as CFO effective December 5, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher DelOrefice appointed CFO, effective Dec 5, 2025; interim CFO Chris Lialios returns to SVP Controller.","DelOrefice joins from Becton Dickinson (EVP & CFO since Sept 2021); previously 20+ years at Johnson & Johnson.","Compensation includes $980k base salary, sign-on cash $1M, and equity awards totaling $4.3M (RSUs and options).","LTIP target grant value of 450% of base salary ($4.41M) in RSUs/options beginning FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136475,"accession_number":"0001558370-25-011803","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q2 net sales up 9.3% to $2.79B; raises FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.79B, +9.3% YoY; comparable sales +6.7%; diluted EPS $5.78 vs $5.30.","Operating margin 12.4% vs 12.9%; net income up 3.3% to $260.9M.","FY2025 guidance raised: net sales $12.0-$12.1B, comps 2.5%-3.5%, EPS $23.85-$24.30.","Inventory up 20.5% to $2.4B partly from Space NK acquisition; short-term debt $289.1M.","Repurchased 1.2M shares in H1 for $468.3M; $2.2B remaining under buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":12.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":5636836000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136474,"accession_number":"0001558370-25-011702","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Ulta Beauty appoints Martin Brok (ex-Sephora CEO) and Stephenie Landry (ex-Amazon VP) to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martin Brok, former Global President & CEO of Sephora and President of Starbucks EMEA, appointed to Ulta Board.","Stephenie Landry, former VP of Worldwide Grocery and Sustainability at Amazon, appointed to Ulta Board.","Appointments effective Sept 1, 2025; Board expands from 10 to 12 directors.","Both will serve as independent directors on Audit and Compensation Committees.","Board composition: 67% women, 33% racially diverse, 50% appointed within last five years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136473,"accession_number":"0001104659-25-078160","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ulta Beauty and Target mutually agree to not renew shop-in-shop partnership ending August 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ulta Beauty and Target mutually agreed to not renew Ulta Beauty at Target shop-in-shop partnership; current agreement ends August 2026.","Partnership launched in 2021; will continue in Target stores and on Target.com through Aug 2026.","Conclusion not expected to be material to Ulta Beauty's fiscal 2025 results or long-term financial targets.","Guests with linked Ulta Beauty Rewards and Target Circle accounts will continue earning rewards on Ulta Beauty at Target purchases until end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136472,"accession_number":"0001558370-25-009612","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ulta Beauty CFO Paula Oyibo separation finalized; severance includes two years salary and target bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paula Oyibo separated effective June 24, 2025; separation agreement signed July 21, 2025.","Severance includes two years base salary ($754,000/year), lump sum FY2025 bonus at target (100% of salary), health benefits, outplacement.","All unvested equity forfeited; restrictive covenants (non-compete, non-solicit) apply for 24 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153630,"accession_number":"0001558370-25-009003","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Ulta Beauty names Chris Lialios interim CFO as Paula Oyibo departs; reaffirms FY2025 guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Lialios, SVP Controller since 2018, appointed interim CFO effective June 24, 2025.","Paula Oyibo left the company effective June 24; external search for permanent CFO underway.","Lialios receives annual base salary of $525,000 and 100% bonus target as interim CFO.","Company reaffirms FY2025 guidance: comparable sales growth 0-1.5%, operating margin 11.7-11.8%, diluted EPS $22.65-$23.20."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153629,"accession_number":"0001558370-25-008584","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ulta Beauty stockholders elect all 10 directors, ratify EY, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with 96.8%-99.9% support; Catherine A. Halligan received 96.78% of votes cast.","Ratification of Ernst & Young as auditor for FY2025 passed with 91.39% of votes for.","Advisory vote to approve executive compensation approved with 89.72% support, 8.74% against.","Approximately 87.52% of outstanding shares (45.1M) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153628,"accession_number":"0001558370-25-008242","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q1: EPS $6.70, sales +4.5%, comp +2.9%; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.85B (+4.5% YoY); comparable sales +2.9% vs +1.6% last year.","Diluted EPS $6.70 vs $6.47; net income $305.1M vs $313.1M.","FY25 EPS guidance raised to $22.65-$23.20 from $22.50-$22.90; sales raised to $11.5-$11.7B.","Repurchased 986,733 shares for $358.7M in Q1; $2.3B remains under $3B program.","Gross margin 39.1% (-10bps); SG&A expense ratio 24.9% (+50bps) on store payroll deleverage."],"consensus_eps_estimate":null,"consensus_eps_actual":6.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":2848367000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172335,"accession_number":"0001558370-25-003009","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ulta Beauty General Counsel Jodi Caro to retire later this spring; successor to join next month","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jodi J. Caro notified her intention to retire later this spring.","Caro serves as General Counsel, Chief Risk & Compliance Officer and Corporate Secretary.","Her successor will join the company next month to ensure a seamless transition.","Caro will remain through transition period to assist onboarding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172334,"accession_number":"0001558370-25-002905","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q4 EPS $8.46 beats prior year; FY2025 guidance below expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $3.49B (-1.9% YoY due to 53rd week), comparable sales +1.5%.","Q4 diluted EPS $8.46 vs $8.08; includes $0.46 benefit from extra week.","FY2024 EPS $25.34; FY2025 guidance EPS $22.50-$22.90, below prior year.","FY2025 net sales guidance $11.5B-$11.6B; operating margin 11.7-11.8%.","Repurchased $249.5M in Q4; $1.0B in FY2024; $2.7B remaining under $3B program."],"consensus_eps_estimate":null,"consensus_eps_actual":25.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":11295654000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172333,"accession_number":"0001104659-25-001305","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty CEO Kimbell retires; Steelman named CEO; Q4 outlook raised","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dave Kimbell retires as CEO; Kecia Steelman appointed President & CEO and joins board, effective Jan 6, 2025.","Steelman's base salary increased to $1.35M; annual cash incentive target raised to 180% of base salary.","Company raises Q4 FY2024 outlook: comparable sales expected to increase modestly; operating margin above prior 11.6%-12.4% range.","Kimbell will serve as advisor through June 28, 2025, continuing to receive base salary and eligible for equity vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189332,"accession_number":"0001558370-24-016047","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q3 net sales $2.53B (+1.7%), comps +0.6%, EPS $5.14; raises FY24 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.53B vs $2.49B YoY; comparable sales +0.6% (prior +4.5%).","Net income $242.2M ($5.14 diluted EPS) vs $249.5M ($5.07).","Operating margin 12.6% vs 13.1%; SG&A deleverage partially offset by inventory shrink improvement.","FY24 EPS guidance raised to $23.20-$23.75 (from $22.60-$23.50); net sales narrowed to $11.1-$11.2B.","Repurchased 731k shares for $267M in Q3; $2.9B remaining under $3.0B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":16.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":7808035000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189331,"accession_number":"0001558370-24-013325","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-10-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ulta Beauty Raises Long-Term Store Target to 1,800+, Announces $3B Buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plans to open 200 net new stores over next 3 years; long-term store target raised to 1,800+.","New $3B share repurchase authorization approved; replaces prior March 2024 authorization.","Long-term financial targets: 4-6% net sales growth, operating margins ~12%, low double-digit EPS growth.","Loyalty program target: 50M members by 2028, up from current base.","Reaffirms FY2024 guidance: net sales $11.0B-$11.2B, diluted EPS $22.60-$23.50, comparable sales -2% to 0%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205832,"accession_number":"0001558370-24-012541","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q2 EPS $5.30 miss; comparable sales -1.2%; lowers full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.55B (+0.9% YoY); comp sales -1.2% (prior +8.0%), driven by 1.8% decrease in transactions.","GAAP EPS $5.30 vs $6.02; operating margin 12.9% vs 15.5%.","FY2024 net sales guidance cut to $11.0-11.2B (from $11.5-11.6B); comp sales now (2%)-0% (prior 2%-3%).","FY2024 EPS guidance lowered to $22.60-23.50 from $25.20-26.00; operating margin 12.7-13.0% vs prior 13.7-14.0%.","Repurchased $212.3M in shares during Q2; $1.6B remaining under $2B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":11.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":5277935000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222821,"accession_number":"0001558370-24-009248","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ulta Beauty stockholders elect all director nominees and ratify auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["87.35% of shares represented at June 11, 2024 annual meeting.","All eight director nominees elected with 93.63% to 99.72% of votes cast.","Ratification of Ernst & Young as FY2024 auditor passed with 92.09% support.","Advisory vote on executive compensation approved with 89.19% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222820,"accession_number":"0001558370-24-008776","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q1 EPS $6.47, down 6% YoY; cuts FY24 guidance citing sustained headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $2.726B (+3.5% YoY); comp sales +1.6% vs +9.3% a year ago.","Diluted EPS $6.47 vs $6.88; net income $313.1M down from $347.1M.","Gross margin fell to 39.2% from 40.0% on lower merchandise margins and higher shrink.","FY24 guidance lowered: net sales $11.5-11.6B, EPS $25.20-26.00, operating margin 13.7-14.0%.","Repurchased 588k shares for $285M in Q1; $1.8B remaining under $2B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":6.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":2725848000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222819,"accession_number":"0001558370-24-004685","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-04-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ulta Beauty flags moderating Q1 beauty trends, reaffirms FY24 guidance","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Discussed moderating growth trends in U.S. Beauty category and potential Q1 2024 impacts.","Reaffirmed full-year fiscal 2024 guidance issued on March 14, 2024.","No specific financial metrics or revised outlook provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242297,"accession_number":"0001558370-24-003233","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2024-03-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q4 EPS $8.08 (+21% YoY), net sales $3.55B (+10.2%); guides FY24 EPS $26.20-$27.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.55B (+10.2% YoY), comparable sales +2.5%; diluted EPS $8.08 vs $6.68 prior year.","Board approved new $2B share repurchase authorization, replacing prior $2B program.","Announced joint venture with Axo to launch Ulta Beauty in Mexico in 2025.","Fiscal 2024 outlook: net sales $11.7-$11.8B, comparable sales +4-5%, diluted EPS $26.20-$27.00.","Entered into new $800M revolving credit facility maturing 2029, replacing prior facility."],"consensus_eps_estimate":null,"consensus_eps_actual":26.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":11207303000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259698,"accession_number":"0001558370-23-019392","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2023-11-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty CFO Scott Settersten to retire April 1, 2024; Paula Oyibo named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Settersten retiring after nearly 20 years, including >10 years as CFO; effective April 1, 2024.","Paula Oyibo, SVP Finance, promoted to CFO; oversaw FP&A, Treasury, Non-Merch Procurement.","Under Settersten, revenue quadrupled to >$10B, market cap tripled to $20B, 375% total shareholder return.","Oyibo joined Ulta in 2019 as VP Finance; previously at Whirlpool and PwC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259697,"accession_number":"0001558370-23-019391","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2023-11-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q3 net sales up 6.4% to $2.49B, EPS $5.07; raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.49B (+6.4% YoY), comp sales +4.5% vs +14.6% last year.","Diluted EPS $5.07 vs $5.34 YoY; net income $249.5M vs $274.6M.","Gross margin contracted to 39.9% from 41.2% due to lower merchandise margin, higher shrink, and higher supply chain costs.","FY2023 outlook raised: net sales $11.1B-$11.15B, EPS $25.20-$25.60 (from $25.10); share repurchases increased to ~$950M.","Inventory up 9.8% to $2.3B; drew $195.4M on revolver for share buybacks and inventory growth."],"consensus_eps_estimate":null,"consensus_eps_actual":17.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":7653005000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276970,"accession_number":"0001558370-23-015855","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2023-09-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty promotes Kecia Steelman to President and COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kecia L. Steelman named President and COO, effective Sept. 13, 2023.","She retains responsibility for corporate strategy, IT, store ops, supply chain, Ulta Beauty at Target, loss prevention, and enterprise transformation.","Steelman joined Ulta in 2014 as SVP Store Operations, became COO in June 2021.","Prior experience includes Family Dollar Stores, Home Depot, and Target Corporation.","She continues to report to CEO Dave Kimbell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276969,"accession_number":"0001558370-23-015251","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q2 net sales $2.53B (+10.1% YoY), EPS $6.02; 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directors removable with or without cause.","Supermajority voting standards for charter/bylaws amendments replaced with majority standard.","Advisory say-on-pay passed with 89.11% support; shareholders preferred annual frequency (98.37%).","Ernst & Young LLP ratified as independent auditor for fiscal 2023 (91.32% for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294820,"accession_number":"0001558370-23-010462","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Q1 net sales $2.63B (+12.3% YoY), EPS $6.88 vs $6.30; 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FY2023 guide $10.95-11.05B sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $3.2B, +18.2% YoY; comparable sales +15.6%; diluted EPS $6.68 vs $5.41 YoY.","FY2022 net sales $10.2B (record), net income $1.2B (> $1B first time), EPS $24.01.","FY2023 guidance: net sales $10.95-11.05B, comparable sales +4-5%, diluted EPS $24.70-25.40.","Board authorized $2B buyback; $1.1B remaining; repurchased $900M in FY2022; plans $900M in FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":24.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":10208580000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333750,"accession_number":"0001558370-22-018764","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-12-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty adds Sherwin-Williams COO Heidi Petz to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Heidi G. Petz, president and COO of Sherwin-Williams, elected to Ulta board effective Dec. 16, 2022.","Petz brings 25+ years of retail and leadership experience; will serve as Class I director until 2023 annual meeting.","Board expands to 11 members; 55% are women, 36% are racially diverse, and 55% joined within the last five years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333749,"accession_number":"0001558370-22-018315","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-12-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q3 net sales $2.34B, EPS $5.34; raises FY22 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $2.34B (+17.2% YoY); comparable sales +14.6% vs +25.8% prior year.","Diluted EPS $5.34 vs $3.94, up 35.5% YoY; net income $274.6M.","Raised FY22 guidance: net sales $9.95-10.00B; EPS $22.60-22.90 (prior $20.70-21.20).","Operating margin 15.5% vs 14.2% YoY; gross margin 41.2% vs 39.6%.","Repurchased 340k shares for $137.5M in Q3; $1.4B remains under $2B authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":17.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":6981807000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351196,"accession_number":"0001558370-22-013980","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q2 EPS $5.70 beats, comp +14.4%, raises FY outlook to $20.70-$21.20 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.30B (+16.8% YoY); comparable sales +14.4% driven by 8.3% transaction growth.","EPS $5.70 vs $4.56 last year (+25%); net income $295.7M (+17.8%).","Raised FY2022 EPS guidance to $20.70–$21.20 (prior $19.20–$20.10); net sales $9.65B–$9.75B.","Repurchased 1.1M shares for $434.4M YTD; $1.6B remaining under $2.0B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":12.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":4643014000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368525,"accession_number":"0001558370-22-009681","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ulta Beauty stockholders elect three Class III directors and ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Kelly E. Garcia elected with 99.66% of votes cast; Michael R. MacDonald with 91.45%; Gisel Ruiz with 98.26%.","Ratification of Ernst & Young as fiscal 2022 auditor passed with 94.19% in favor.","Advisory vote on executive compensation approved with 90.16% support.","87.43% of outstanding shares were represented at the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368524,"accession_number":"0001558370-22-009395","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty reports Q1 record results; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.3B (+21% YoY); comparable sales +18.0% driven by 10% transaction growth.","Net income $331.4M, diluted EPS $6.30 vs $4.10 in prior year quarter.","Gross margin 40.1% vs 38.9% a year ago; operating margin 18.7% vs 15.8%.","Updated FY2022 outlook: net sales $9.35-9.55B, EPS $19.20-$20.10; prior $18.20-$18.70.","Repurchased 331,834 shares for $132.8M in Q1; $1.87B remaining under $2B program."],"consensus_eps_estimate":null,"consensus_eps_actual":6.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2345901000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387790,"accession_number":"0001558370-22-003282","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-03-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q4 net sales $2.7B (+24.1% YoY), EPS $5.41; announces $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales increased 24.1% to $2.73B; comparable sales up 21.4% (vs -4.8% year ago).","Q4 diluted EPS $5.41; full year EPS $17.98 (vs $3.11 in FY2020).","FY2022 guidance: net sales $9.05-9.15B, EPS $18.20-18.70, comparable sales +3-4%.","Board approved new $2.0B share repurchase authorization, replacing prior program."],"consensus_eps_estimate":null,"consensus_eps_actual":17.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":8630889000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387789,"accession_number":"0001558370-22-001273","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ulta Beauty appoints Kelly E. Garcia and Gisel Ruiz to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kelly E. Garcia, CTO of Domino's Pizza, and Gisel Ruiz, former EVP/COO of Sam's Club, elected as independent directors effective Feb 16, 2022.","Garcia brings 24+ years of technology and leadership experience; Ruiz brings 26+ years of retail and operations expertise.","Board expands to 13 members; 54% women, 31% racially diverse, 38% joined within the last five years.","Both will stand for reelection at the 2022 annual meeting; no related-party transactions reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387788,"accession_number":"0001558370-22-000288","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2022-01-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ulta Beauty CHRO Jeffrey Childs to retire, Anita Ryan to succeed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey J. Childs, Chief Human Resources Officer, will retire effective April 5, 2022.","Anita Ryan, currently SVP of Human Resources, will succeed him on April 5, 2022.","Ryan has been with Ulta Beauty for 19 years, holding roles of increasing responsibility.","Ryan will be the first female Chief Human Resources Officer in Ulta Beauty's history."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405725,"accession_number":"0001558370-21-016475","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2021-12-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty Q3 FY2021 EPS $3.94, revenue $2.0B, raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.0B (+28.6% YoY); comparable sales +25.8% vs -8.9% last year.","Diluted EPS $3.94 vs $1.32 in Q3 FY2020; net income $215.3M.","Operating margin 14.2% vs 6.5% a year ago; gross margin improved to 39.6%.","FY2021 EPS guidance raised to $16.70–$17.10 from $14.50–$14.70; net sales outlook $8.5B–$8.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":12.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":5901501000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405724,"accession_number":"0001558370-21-013270","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2021-10-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ulta Beauty sets FY2022-2024 targets: net sales CAGR 5-7% (2019 base), 50 new stores/yr","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Long-term targets: net sales CAGR 5-7%, comp sales 3-5%/yr, op margin 13-14%, EPS low double-digit CAGR, capex 4-5% of sales.","New strategic initiatives: 'Beauty to Go' BOPIS under 2 hrs, same-day delivery, Google GlamLab virtual try-on, Adeptmind AI partnership.","Establishes $20M Digital Innovation Fund, UB Media for first-party data monetization, and cost savings target of $150M-$200M.","Multi-year ERP upgrade (Project SOAR) and supply chain enhancements to support growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424757,"accession_number":"0001558370-21-012063","cik":1403568,"company_name":"Ulta Beauty, Inc.","ticker":"ULTA","form_type":"8-K","filed_at":"2021-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ulta Beauty reports record Q2; net sales $2.0B, comps +56.3%, raises FY2021 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.0B (+60.2% YoY); comparable sales +56.3% vs -26.7% YoY.","GAAP diluted EPS $4.56 vs $0.14 YoY; net income $250.9M vs $8.1M.","Fiscal 2021 outlook raised: net sales $8.1-8.3B (prior $7.7-7.8B), EPS $14.50-14.70 (prior $11.50-11.95).","Repurchased 746,367 shares for $243.5M in Q2; $886.2M remaining under $1.6B program.","Gross margin improved to 40.6% from 26.8%; 7 new stores opened; total 1,296 stores."],"consensus_eps_estimate":null,"consensus_eps_actual":8.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":3905726000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20976950000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}