{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-102438","form_type":"8-K","ticker":"ULTA","cik":"0001403568","company_name":"Ulta Beauty, Inc.","filed_at":"2026-08-27T20:07:37+00:00","discovered_at":"2026-08-27T20:09:01.217640+00:00","generated_at":"2026-08-27T20:09:11.735614+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Ulta Beauty Q2 EPS $6.55, comp +3.8%, raises FY guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-102438","json":"https://secwatch.observer/filing/0001104659-26-102438.json","markdown":"https://secwatch.observer/filing/0001104659-26-102438.md","text":"https://secwatch.observer/filing/0001104659-26-102438.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/0001104659-26-102438-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/ulta-20260827x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-27T20:09:11.735614+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}