ULTA Beauty Beat Expectations

ULTA Beauty (ULTA) reported earnings of $6.70 per share on revenue of $2.85 billion for the fiscal first quarter ended April 2025. The consensus earnings estimate was $5.77 per share on revenue of $2.79 billion. The Earnings Whisper number was $5.91 per share. The company beat expectations by 13.37% while revenue grew 4.49% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $22.65 to $23.20 per share on revenue of $11.50 billion to $11.70 billion. The company's previous guidance was earnings of $22.50 to $22.90 per share on revenue of $11.50 billion to $11.60 billion and the current consensus earnings estimate is $23.03 per share on revenue of $11.57 billion for the year ending January 31, 2026.

Ulta Beauty is the largest U.S. beauty retailer and the premier beauty destination for cosmetics, fragrance, skin care products, hair care products and salon services.