Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80

Ulta Beauty, Inc.

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%.

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.97

Ulta Beauty, Inc. reported the thirteen-week period ended May 2, 2026 results: revenue $ 3,163.9, EPS $ 7.74. Guidance raised.

Period: the thirteen-week period ended May 2, 2026
Revenue: $ 3,163.9
EPS: $ 7.74
Guidance: raised
Result: reported results

Exact text from the filing

compared to the same period ended May 3, 2025 : 13 Weeks Ended May 2, May 3, (Dollars in millions, except per share data) 2026 2025 Net sales $ 3,163.9 $ 2,848.4 Comparable sales 5.3% 2.9% Gross profit (as a percentage of net sales) 40.1% 39.1% Selling, general and administrative expenses $ 814.7 $ 710.6

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Ulta Beauty, Inc. filing history →

Source: SEC EDGAR

accession 0001104659-26-069464

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