Ulta (ULTA) Q3 Earnings: A Comparison of Key Metrics Against Wall Street Projections
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy ULTA?
Source: NASDAQ.COM
Ulta Beauty's Financial Performance: For Q3 2025, Ulta Beauty reported a revenue of $2.86 billion, a 13% increase year-over-year, with an EPS of $5.14 matching the previous year's figure.
Earnings Surprises: The revenue exceeded the Zacks Consensus Estimate of $2.72 billion by 4.95%, while the EPS surpassed expectations by 12.72%, indicating strong performance against analyst predictions.
Investor Insights: Key metrics beyond headline numbers are crucial for understanding Ulta's underlying performance, helping investors make informed decisions about stock price projections.
Stock Recommendations: Zacks Investment Research has highlighted top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
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Analyst Views on ULTA
Wall Street analysts forecast ULTA stock price to fall
22 Analyst Rating
15 Buy
6 Hold
1 Sell
Moderate Buy
Current: 692.790
Low
450.00
Averages
647.83
High
780.00
Current: 692.790
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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- Market Share Competition: According to Euromonitor, Amazon holds a 47% share of the U.S. beauty market, and Bath & Body Works' new strategy aims to strengthen brand competitiveness, particularly against Sephora's 9% market share.
- Innovative Growth Strategy: New CEO Daniel Heaf outlines a consumer-first growth plan focused on innovative products and brand revitalization to achieve sustainable profitability, with the Amazon partnership seen as the first milestone in this strategy.
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See More
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Current Climate: The world is facing scandals, geopolitical tensions, extreme weather, and concerns about artificial intelligence.
Consumer Behavior: Despite these challenges, people continue to prioritize their appearance and beauty products.
Market Outlook: Ulta Beauty's stock is perceived as an attractive investment option amidst the prevailing uncertainties.
Industry Resilience: The beauty industry demonstrates resilience as consumers seek to maintain their self-image in difficult times.
See More
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See More
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See More
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- Increased Consumer Engagement: By boosting foot traffic, Ulta is driving organic sales growth, with retail sales up 3% year-over-year, indicating strong consumer demand for its products.
- Loyalty Program as Growth Driver: Ulta's loyalty program effectively attracts customers, increasing their shopping frequency and thereby enhancing market share and shareholder returns.
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See More
