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Nov 01, 2025
Ulta Q3 2025 Earnings Report
Ulta Beauty reported solid Q3 performance driven by strong ecommerce and new store contributions.
Key Takeaways
Ulta Beauty posted $2.86B in revenue and $230.9M in net income for Q3 FY25, with strong growth in ecommerce and a 6.3% rise in comparable sales. EPS remained flat year-over-year at $5.14.
Revenue grew 12.9% YoY to $2.86B.
Net income was $230.9M with EPS at $5.14.
Comparable sales increased by 6.3%, driven by both ticket size and transactions.
28 new stores opened, bringing the total to 1,500 locations.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Ulta raised its full-year revenue and EPS guidance, reflecting strong performance and holiday expectations.
Positive Outlook
- FY25 revenue expected to reach $12.3B (up from $12.0–$12.1B).
- Comparable sales guidance raised to 4.4%–4.7%.
- Operating margin expected to increase to 12.3%–12.4%.
- EPS guidance raised to $25.20–$25.50.
- Strong brand momentum and ecommerce growth anticipated to continue.
Challenges Ahead
- SG&A expenses increased due to incentive compensation and tech amortization.
- Operating income margin declined YoY (10.8% vs 12.6%).
- Net income slightly decreased YoY ($230.9M vs $242.2M).
- Pressure on consumer wallets expected during holiday season.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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