earnings
confidence high
sentiment positive
materiality 0.75
Ulta Beauty Q1: EPS $6.70, sales +4.5%, comp +2.9%; raises FY guidance
Ulta Beauty, Inc.
2025-Q1 EPS reported
$6.70
revenue$2,848,367,000
- Net sales $2.85B (+4.5% YoY); comparable sales +2.9% vs +1.6% last year.
- Diluted EPS $6.70 vs $6.47; net income $305.1M vs $313.1M.
- FY25 EPS guidance raised to $22.65-$23.20 from $22.50-$22.90; sales raised to $11.5-$11.7B.
- Repurchased 986,733 shares for $358.7M in Q1; $2.3B remains under $3B program.
- Gross margin 39.1% (-10bps); SG&A expense ratio 24.9% (+50bps) on store payroll deleverage.
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