---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-069464"
form_type: "8-K"
ticker: "ULTA"
cik: "0001403568"
company_name: "Ulta Beauty, Inc."
filed_at: "2026-06-02T20:06:38+00:00"
generated_at: "2026-06-02T20:10:12.587898+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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%.

## SEC filing metadata
- accession: 0001104659-26-069464
- form_type: 8-K
- ticker: ULTA
- cik: 0001403568
- company_name: Ulta Beauty, Inc.
- filed_at: 2026-06-02T20:06:38+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-069464
- JSON: https://secwatch.observer/filing/0001104659-26-069464.json
- Plain text: https://secwatch.observer/filing/0001104659-26-069464.txt

## Source-grounded claims
- claim_id: 00de5510ceaa170e2739caaa6bc4975c04e1e831
  claim: Ulta Beauty, Inc. reported the thirteen-week period ended May 2, 2026 results: revenue $ 3,163.9, EPS $ 7.74. Guidance raised.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm

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