Back to today’s briefing

Story perspectives

Ulta Beauty Stock Drops 8% Despite Revenue Beat

3/13/2026

37 4

Summary

Story summary

Ulta Beauty's stock fell over 8% after fourth-quarter earnings missed profit expectations, despite beating revenue forecasts.
For fiscal 2025, Ulta's net sales rose 11.8% to $3.9 billion, but earnings per share were $8.01, below $8.03.
CEO Kecia Steelman emphasized value and affordability as Ulta projects 2026 net sales growth of 6% to 7% and 2.5% to 3.5%.
Analysts warn about margin pressures and geopolitical unrest on future growth.

1 of 1

Story summary

Ulta Beauty's stock fell over 8% after fourth-quarter earnings missed profit expectations, despite beating revenue forecasts.
For fiscal 2025, Ulta's net sales rose 11.8% to $3.9 billion, but earnings per share were $8.01, below $8.03.
CEO Kecia Steelman emphasized value and affordability as Ulta projects 2026 net sales growth of 6% to 7% and 2.5% to 3.5%.
Analysts warn about margin pressures and geopolitical unrest on future growth.