Ulta Beauty Q2 EPS $6.55, comp +3.8%, raises FY guidance

Ulta Beauty, Inc.

Net sales $3,035.7M, +8.9% YoY; comparable sales +3.8%; diluted EPS $6.55, +13.3%.
Operating income $379.6M, +10.1%; gross margin 39.1% vs 39.2% on Space NK mix.
Raised FY2026 outlook: net sales growth 6.7-7.2%, EPS $28.70-$29.00 (prior $28.36-$28.80).
Stock repurchase plan increased to $1.8B from $1.5B; repurchased 1.4M shares for $791.1M in H1.
SG&A as % of sales improved to 26.4% from 26.6%; Space NK acquisition aided sales.

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