{"filings":[{"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; 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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; 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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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