secwatch.observer — SEC 8-K summary
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Issuer:     Ulta Beauty, Inc. (ULTA)
CIK:        0001403568
Form:       8-K
Filed at:   2026-08-27T20:07:37+00:00
Accession:  0001104659-26-102438
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/0001104659-26-102438-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/ulta-20260827x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-102438

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer