earnings
confidence high
sentiment positive
materiality 0.80
Ulta Beauty Q3 net sales up 12.9% to $2.86B; raises FY2025 guidance
Ulta Beauty, Inc.
2025-Q3 EPS reported
$17.65
revenue$8,494,459,000
- 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.