---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-118457"
form_type: "8-K"
ticker: "ULTA"
cik: "0001403568"
company_name: "Ulta Beauty, Inc."
filed_at: "2025-12-04T23:59:59+00:00"
generated_at: "2026-05-16T14:35:29.317558+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Ulta Beauty Q3 net sales up 12.9% to $2.86B; raises FY2025 guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-25-118457
- form_type: 8-K
- ticker: ULTA
- cik: 0001403568
- company_name: Ulta Beauty, Inc.
- filed_at: 2025-12-04T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403568/000110465925118457/0001104659-25-118457-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403568/000110465925118457/ulta-20251204x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-118457
- JSON: https://secwatch.observer/filing/0001104659-25-118457.json
- Plain text: https://secwatch.observer/filing/0001104659-25-118457.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.