{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-010462","form_type":"8-K","ticker":"ULTA","cik":"0001403568","company_name":"Ulta Beauty, Inc.","filed_at":"2023-05-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.721716+00:00","generated_at":"2026-06-14T14:19:40.003354+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Ulta Q1 net sales $2.63B (+12.3% YoY), EPS $6.88 vs $6.30; raises FY23 revenue guidance","bullets":["Comparable sales +9.3% (prior Q1 +18.0%) driven by 11.0% transaction growth partially offset by 1.5% lower average ticket.","Operating margin 16.8% vs 18.7% YoY; FY23 operating margin guidance narrowed to 14.5%-14.8% from 14.7%-15.0%.","FY23 net sales guidance raised to $11.0B-$11.1B (prior $10.95B-$11.05B); EPS unchanged at $24.70-$25.40.","Repurchased 541,108 shares for $285.8M in Q1; $816.5M remaining under $2B buyback program.","Inventory increased to $1.75B vs $1.57B a year ago due to higher demand, product cost increases, and 41 net new stores."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-010462","json":"https://secwatch.observer/filing/0001558370-23-010462.json","markdown":"https://secwatch.observer/filing/0001558370-23-010462.md","text":"https://secwatch.observer/filing/0001558370-23-010462.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023010462/0001558370-23-010462-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023010462/ulta-20230525x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-14T14:19:40.003354+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":[{"claim_id":"007384de7edc7660ede4cd8cb414e1cd42642a36","claim":"Ulta Beauty, Inc. reported fiscal year 2023 results: revenue $11.0 billion to $11.1 billion, EPS $24.70 to $25.40.","evidence_excerpt":"The Company has updated its outlook for fiscal 2023. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Prior FY23 Outlook ​ Updated FY23 Outlook Net sales ​ ​ $10.95 billion to $11.05 billion ​ $11.0 billion to $11.1 billion Comparable sales ​ ​ 4% to 5% ​ no change New stores, net ​ ​ 25-30 ​ no change Remodel and relocation projects ​ ​ 20-30 ​ no change Operating margin ​ ​ 14.7% to 15.0% ​ 14.5% to 14.8% Diluted earnings per share ​ ​ $24.70 to $25.40 ​ no change","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023010462/0001558370-23-010462-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2023"},{"label":"Revenue","value":"$11.0 billion to $11.1 billion"},{"label":"EPS","value":"$24.70 to $25.40"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}