{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-027061","form_type":"8-K","ticker":"ULTA","cik":"0001403568","company_name":"Ulta Beauty, Inc.","filed_at":"2026-03-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.998888+00:00","generated_at":"2026-05-15T13:10:34.513497+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-027061","json":"https://secwatch.observer/filing/0001104659-26-027061.json","markdown":"https://secwatch.observer/filing/0001104659-26-027061.md","text":"https://secwatch.observer/filing/0001104659-26-027061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/ulta-20260312x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T13:10:34.513497+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"95d5289bfb2b363bf06e5d62b2b647eda9627355","claim":"Ulta Beauty, Inc. reported Thirteen Weeks Ended January 31, 2026 results: revenue $3,898.4 million, EPS $8.01.","evidence_excerpt":"earnings per share ​ $ 8.01 ​ $ 8.46 ​ ​ $ 25.64 ​ $ 25.34 ​ ​ ​ ​ ​ Fourth Quarter of Fiscal 2025 Compared to Fourth Quarter of Fiscal 2024 ​ ● Net sales increased 11.8% to $3.9 billion, primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores . ● Comparable sales increased 5.8%, driven by a 4.2% increase in average","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Thirteen Weeks Ended January 31, 2026"},{"label":"Revenue","value":"$3,898.4 million"},{"label":"EPS","value":"$8.01"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"fc587b53b0ba65379bca7e94751b7d819cb59d6e","claim":"Ulta Beauty, Inc. reported Fifty-two Weeks Ended January 31, 2026 results: revenue $12,392.8 million, EPS $25.64.","evidence_excerpt":"was $476.9 million, or 12.2% of net sales. ● Diluted earnings per share was $8.01. ​ Full Year of Fiscal 2025 Compared to Full Year of Fiscal 2024 ● Net sales increased 9.7% to $12.4 billion , primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores . ● Comparable sales increased 5.4% , driven by a 3.3% increase in average","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fifty-two Weeks Ended January 31, 2026"},{"label":"Revenue","value":"$12,392.8 million"},{"label":"EPS","value":"$25.64"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}