Three Beauty and Cosmetic Stocks Set for Long-Term Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Source: NASDAQ.COM
Industry Resilience: The U.S. beauty and cosmetics industry remains strong, driven by consumer focus on skincare, hair care, and clean beauty, with digital channels enhancing product discovery and brand loyalty.
Company Highlights: Sally Beauty Holdings and Ulta Beauty are well-positioned in the market, with Sally focusing on professional hair care and Ulta leveraging a broad product assortment and loyalty programs.
Estee Lauder's Strategy: Estee Lauder is emphasizing skincare and innovation, utilizing dermatological science and digital engagement to meet consumer expectations, despite facing near-term challenges.
Coty and Nu Skin Approaches: Coty is restructuring for profitability in fragrance, while Nu Skin combines skincare science with direct selling, focusing on personalized solutions and technology, albeit with higher execution risks.
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Analyst Views on ULTA
Wall Street analysts forecast ULTA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ULTA is 647.83 USD with a low forecast of 450.00 USD and a high forecast of 780.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
15 Buy
6 Hold
1 Sell
Moderate Buy
Current: 638.210
Low
450.00
Averages
647.83
High
780.00
Current: 638.210
Low
450.00
Averages
647.83
High
780.00
About ULTA
Ulta Beauty, Inc. is a specialty United States beauty retailer and the premier beauty destination for cosmetics, fragrance, skincare products, haircare products and salon services. The Company operates approximately 1,451 retail stores across 50 states and distributes products through its Website, which includes a collection of tips, tutorials, and social content. The Company’s business includes a differentiated assortment of approximately 29,000 beauty products across a variety of categories and price points, as well as a variety of beauty services, including salon services, in more than 1,400 stores predominantly located in convenient, high-traffic locations. It also offers digital experiences delivered through its Website, Ulta.com, and its mobile applications. The Company’s brands include Ulta Beauty Collection, about-face, Ariana Grande, CHANEL, FENTY BEAUTY by Rihanna, It Cosmetics, LolaVie, OUAI, PAT McGRATH LABS, Tula, and NYX Professional Makeup.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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