Ulta (ULTA) Q3 Earnings: A Comparison of Key Metrics Against Wall Street Projections
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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e.l.f. Beauty Acquires Rhode, Unlocking $200 Million Growth Potential
- Market Share Growth: e.l.f. Beauty has successfully captured market share in the mass cosmetics industry through a fast-follower strategy and influencer marketing, particularly leveraging strong distribution networks at Target and Ulta Beauty, driving U.S. consumption growth close to 12%.
- Acquisition Strategy: The recent acquisition of premium skincare brand Rhode, which achieved over $200 million in sales in less than three years, is expected to further drive sales growth through increased distribution and product promotion, especially in LVMH's Sephora stores.
- International Expansion Opportunities: Although e.l.f. is still in the early stages of international expansion, its global growth rate is around 8%, indicating strong international demand, with future potential to enhance market share by increasing shelf space at Walmart.
- Attractive Stock Valuation: With e.l.f. stock down about 40% from its highs, it trades at a forward P/E ratio of 26.5 and a PEG ratio below 0.5, indicating undervaluation; combined with future growth opportunities, now is an excellent time to buy the stock.

Ulta Beauty Opens First Store in UAE, Plans Expansion to Dubai and Jeddah by 2026
- UAE Store Opening: Ulta Beauty announced its first store opening at Mall of the Emirates on January 29, 2026, marking a significant entry into the Middle Eastern market, which is expected to attract a large local customer base.
- Diverse Product Offering: The new store will feature a wide range of products including cosmetics, skincare, and fragrances from well-known brands such as Ulta Beauty Collection and Morphe, aiming to meet the diverse beauty needs of UAE consumers.
- Launch Celebration Events: The opening day will feature special events with regional celebrities like Nadine Njeim, and activities will continue until February 7, including product demonstrations and showcases of local entrepreneurs, enhancing brand visibility.
- Strategic Expansion Plans: Following the UAE store launch, Ulta Beauty plans to expand to Dubai Mall and Red Sea Mall in Jeddah in 2026, demonstrating its long-term commitment and growth potential in the Middle Eastern market.








