ULTA Earnings

ULTA reported its earnings on 2026-03-12, showcasing a revenue of 3.90B against an estimate of 3.83B, resulting in a 1.78% surprise. The EPS was 8.01, surpassing the expected 8 by 0.12%. The stock experienced a -14.24% price change on the earnings day and a -16.66% change over the next five days, reflecting market reactions to the results.

Following ULTA's earnings announcement on 2026-03-12, the stock price moved by -14.24% on the day of the release. Over the subsequent five days, it saw a -16.66% change. Historically, ULTA's stock price tends to shift by an average of 0.35% in the 10 days leading up to earnings and 4.18% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate ULTA's annual revenue to reach 3.09B, while the EPS is projected at 7.31. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ULTA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ULTA's stock price typically moves by 0.35% in the 10 days before its earnings and 4.18% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 7.31 and revenue of 3.09B.

The earnings call indicates a solid financial performance with optimistic guidance, especially in international expansion and wellness categories. The Q&A reveals management's confidence in maintaining competitive advantages and adapting to market conditions. Although there are concerns about consumer demand and macro pressures, the company's strategic initiatives, such as partnerships and marketplace expansion, are likely to positively impact stock price. The lack of detailed guidance on some aspects is a slight concern, but overall sentiment remains positive.