Highest-materiality recent filing
Ulta Beauty stockholders approve 2026 Incentive Award Plan and charter amendments at annual meeting
2026 Incentive Award Plan approved with 5,001,201 shares authorized (3.5M new + 1.5M from prior plan).
Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80
Diluted EPS $7.74 (+15.5% YoY); operating income $448.3M (+11.6%).
Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55
Q4 net sales $3.90B (+11.8% YoY); comparable sales +5.8%. Diluted EPS $8.01 vs $8.46 YoY.
Ulta Beauty adopts Executive Severance Plan providing 2x salary + bonus on qualifying termination
Plan covers executive officers; provides 2x base salary paid bi-weekly over 24 months.
Ulta Beauty Q3 net sales up 12.9% to $2.86B; raises FY2025 guidance
Net sales $2.8576B (+12.9% YoY); comparable sales +6.3% vs +0.6% prior year.
Ulta Beauty names Christopher DelOrefice as CFO effective December 5, 2025
Christopher DelOrefice appointed CFO, effective Dec 5, 2025; interim CFO Chris Lialios returns to SVP Controller.
Ulta Beauty Q2 net sales up 9.3% to $2.79B; raises FY2025 outlook
Net sales $2.79B, +9.3% YoY; comparable sales +6.7%; diluted EPS $5.78 vs $5.30.
Ulta Beauty appoints Martin Brok (ex-Sephora CEO) and Stephenie Landry (ex-Amazon VP) to Board
Martin Brok, former Global President & CEO of Sephora and President of Starbucks EMEA, appointed to Ulta Board.
Ulta Beauty and Target mutually agree to not renew shop-in-shop partnership ending August 2026
Ulta Beauty and Target mutually agreed to not renew Ulta Beauty at Target shop-in-shop partnership; current agreement ends August 2026.
Paula Oyibo separated effective June 24, 2025; separation agreement signed July 21, 2025.
Ulta Beauty names Chris Lialios interim CFO as Paula Oyibo departs; reaffirms FY2025 guidance
Chris Lialios, SVP Controller since 2018, appointed interim CFO effective June 24, 2025.
All 10 director nominees elected with 96.8%-99.9% support; Catherine A. Halligan received 96.78% of votes cast.
Ulta Beauty Q1: EPS $6.70, sales +4.5%, comp +2.9%; raises FY guidance
Net sales $2.85B (+4.5% YoY); comparable sales +2.9% vs +1.6% last year.
Ulta Beauty General Counsel Jodi Caro to retire later this spring; successor to join next month
Jodi J. Caro notified her intention to retire later this spring.
Ulta Beauty Q4 EPS $8.46 beats prior year; FY2025 guidance below expectations
Q4 net sales $3.49B (-1.9% YoY due to 53rd week), comparable sales +1.5%.
Ulta Beauty CEO Kimbell retires; Steelman named CEO; Q4 outlook raised
Dave Kimbell retires as CEO; Kecia Steelman appointed President & CEO and joins board, effective Jan 6, 2025.
Ulta Beauty Q3 net sales $2.53B (+1.7%), comps +0.6%, EPS $5.14; raises FY24 EPS guidance
Net sales $2.53B vs $2.49B YoY; comparable sales +0.6% (prior +4.5%).
Ulta Beauty Raises Long-Term Store Target to 1,800+, Announces $3B Buyback
Plans to open 200 net new stores over next 3 years; long-term store target raised to 1,800+.
Ulta Beauty Q2 EPS $5.30 miss; comparable sales -1.2%; lowers full-year guidance
Net sales $2.55B (+0.9% YoY); comp sales -1.2% (prior +8.0%), driven by 1.8% decrease in transactions.
Ulta Beauty stockholders elect all director nominees and ratify auditor at 2024 annual meeting
87.35% of shares represented at June 11, 2024 annual meeting.
Ulta Beauty Q1 EPS $6.47, down 6% YoY; cuts FY24 guidance citing sustained headwinds
Q1 net sales $2.726B (+3.5% YoY); comp sales +1.6% vs +9.3% a year ago.
Ulta Beauty flags moderating Q1 beauty trends, reaffirms FY24 guidance
Discussed moderating growth trends in U.S. Beauty category and potential Q1 2024 impacts.
Ulta Beauty Q4 EPS $8.08 (+21% YoY), net sales $3.55B (+10.2%); guides FY24 EPS $26.20-$27.00
Net sales $3.55B (+10.2% YoY), comparable sales +2.5%; diluted EPS $8.08 vs $6.68 prior year.
Ulta Beauty Q3 net sales up 6.4% to $2.49B, EPS $5.07; raises FY2023 guidance
Net sales $2.49B (+6.4% YoY), comp sales +4.5% vs +14.6% last year.
Ulta Beauty CFO Scott Settersten to retire April 1, 2024; Paula Oyibo named successor
Scott Settersten retiring after nearly 20 years, including >10 years as CFO; effective April 1, 2024.
Ulta Beauty promotes Kecia Steelman to President and COO
Kecia L. Steelman named President and COO, effective Sept. 13, 2023.
Ulta Beauty Q2 net sales $2.53B (+10.1% YoY), EPS $6.02; raises FY2023 outlook
Comparable sales +8.0% vs +14.4% last year; transactions +9.0%, average ticket -1.0%.
Ulta shareholders approve board declassification, remove supermajority voting
Shareholders elected Michelle Collins, Patricia Little, Heidi Petz, Michael Smith as Class I directors with >94% support.
Ulta Q1 net sales $2.63B (+12.3% YoY), EPS $6.88 vs $6.30; raises FY23 revenue guidance
Comparable sales +9.3% (prior Q1 +18.0%) driven by 11.0% transaction growth partially offset by 1.5% lower average ticket.
Ulta Beauty Q4 revenue $3.2B (+18.2% YoY), EPS $6.68; FY2023 guide $10.95-11.05B sales
Q4 net sales $3.2B, +18.2% YoY; comparable sales +15.6%; diluted EPS $6.68 vs $5.41 YoY.
On March 13, 2025, Jodi J. Caro, General Counsel, Chief Risk & Compliance Officer and Corporate Secretary of Ulta Beauty, Inc. (the “Company”), notified the Company that she intends to retire later this spring.
Kecia L. Steelman, currently the Company’s President and Chief Operating Officer, will succeed Mr. Kimbell as President and Chief Executive Officer, effective January 6, 2025.
On January 6, 2025, Ulta Beauty, Inc. (the “Company”) announced that David C. Kimbell, the Company’s Chief Executive Officer, will retire from his position and from the Company’s Board of Directors
At that time, Ms. Steelman will also join the Company’s Board of Directors.
On January 6, 2025, Ulta Beauty, Inc. (the “Company”) announced that David C. Kimbell, the Company’s Chief Executive Officer, will retire from his position and from the Company’s Board of Directors
On November 30, 2023, Ulta Beauty, Inc. (the “Company”) announced that Scott M. Settersten, the Company’s Chief Financial Officer, Treasurer and Assistant Secretary, intends to retire effective April 1, 2024, and Paula M. Oyibo, currently the Company’s Senior Vice President, Finance, will succeed Mr. Settersten as Chief Financial Officer.
On November 30, 2023, Ulta Beauty, Inc. (the “Company”) announced that Scott M. Settersten, the Company’s Chief Financial Officer, Treasurer and Assistant Secretary, intends to retire effective April 1, 2024, and Paula M. Oyibo, currently the Company’s Senior Vice President, Finance, will succeed Mr. Settersten as Chief Financial Officer.
On September 13, 2023, Kecia L. Steelman, the current Chief Operating Officer of Ulta Beauty, Inc. (the “Company”), was named President and Chief Operating Officer of the Company.
Max materiality 0.85 · Median 0.70 · Most common event earnings