{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-019391","form_type":"8-K","ticker":"ULTA","cik":"0001403568","company_name":"Ulta Beauty, Inc.","filed_at":"2023-11-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.921552+00:00","generated_at":"2026-06-07T19:49:50.830677+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 Beauty Q3 net sales up 6.4% to $2.49B, EPS $5.07; raises FY2023 guidance","bullets":["Net sales $2.49B (+6.4% YoY), comp sales +4.5% vs +14.6% last year.","Diluted EPS $5.07 vs $5.34 YoY; net income $249.5M vs $274.6M.","Gross margin contracted to 39.9% from 41.2% due to lower merchandise margin, higher shrink, and higher supply chain costs.","FY2023 outlook raised: net sales $11.1B-$11.15B, EPS $25.20-$25.60 (from $25.10); share repurchases increased to ~$950M.","Inventory up 9.8% to $2.3B; drew $195.4M on revolver for share buybacks and inventory growth."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-019391","json":"https://secwatch.observer/filing/0001558370-23-019391.json","markdown":"https://secwatch.observer/filing/0001558370-23-019391.md","text":"https://secwatch.observer/filing/0001558370-23-019391.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023019391/0001558370-23-019391-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023019391/ulta-20231130x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T19:49:50.830677+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":"ff579ae4d25f96ea163d584ccf7fca6e2baef7c6","claim":"Ulta Beauty, Inc. reported Q3 2023 results: revenue Net Sales of $2.5 Billion Compared to $2.3 Billion in the Year-Ago Quarter, net income Net Income of $249.5 Million or $5.07 Per Diluted Share, EPS $5.07.","evidence_excerpt":"ULTA BEAUTY ANNOUNCES THIRD QUARTER FISCAL 2023 RESULTS ​ Net Sales of $2.5 Billion Compared to $2.3 Billion in the Year-Ago Quarter Comparable Sales Increased 4.5% Net Income of $249.5 Million or $5.07 Per Diluted Share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000155837023019391/0001558370-23-019391-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q3 2023"},{"label":"Revenue","value":"Net Sales of $2.5 Billion Compared to $2.3 Billion in the Year-Ago Quarter"},{"label":"Net income","value":"Net Income of $249.5 Million or $5.07 Per Diluted Share"},{"label":"EPS","value":"$5.07"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}