earnings
confidence high
sentiment positive
materiality 0.75
Ulta Beauty Q2 net sales up 9.3% to $2.79B; raises FY2025 outlook
Ulta Beauty, Inc.
2025-Q2 EPS reported
$12.49
revenue$5,636,836,000
- Net sales $2.79B, +9.3% YoY; comparable sales +6.7%; diluted EPS $5.78 vs $5.30.
- Operating margin 12.4% vs 12.9%; net income up 3.3% to $260.9M.
- FY2025 guidance raised: net sales $12.0-$12.1B, comps 2.5%-3.5%, EPS $23.85-$24.30.
- Inventory up 20.5% to $2.4B partly from Space NK acquisition; short-term debt $289.1M.
- Repurchased 1.2M shares in H1 for $468.3M; $2.2B remaining under buyback program.
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