secwatch.observer — SEC 8-K summary
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Issuer:     Ulta Beauty, Inc. (ULTA)
CIK:        0001403568
Form:       8-K
Filed at:   2025-05-29T23:59:59+00:00
Accession:  0001558370-25-008242
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ulta Beauty Q1: EPS $6.70, sales +4.5%, comp +2.9%; raises FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403568/000155837025008242/0001558370-25-008242-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403568/000155837025008242/ulta-20250529x8k.htm
  HTML page:      https://secwatch.observer/filing/0001558370-25-008242

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