secwatch.observer — SEC 8-K summary
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Issuer:     Ulta Beauty, Inc. (ULTA)
CIK:        0001403568
Form:       8-K
Filed at:   2025-12-04T23:59:59+00:00
Accession:  0001104659-25-118457
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403568/000110465925118457/0001104659-25-118457-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403568/000110465925118457/ulta-20251204x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-118457

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