Staying committed to strengthening its position in the beauty industry, Ulta Beauty, Inc. (ULTA) has announced an ambitious strategic plan and new long-term financial targets. With more than 30 years of innovation and leadership in the sector, the company is preparing to capitalize on its proven business model and financial strength to push its next phase of expansion. The newly announced strategic priorities are aimed at enhancing Ulta Beauty's distinctive model and driving innovation to meet the changing ...

Ulta Beauty announced on Wednesday that it plans to open 200 new stores over a three-year period as part of the company's strategic growth plan. The beauty retailer said Wednesday that it will step up the pace of its openings, targeting a 1,800-plus store footprint "over the long-term." Ulta currently has more than 1,400 retail stores nationwide. It also has several hundred Ulta Beauty at Target locations. The company unveiled its expansion plans in the morning, before the start of its investor day on Wedne ...

An Ulta Beauty store in New York, US, on Monday, Aug. 19, 2024. Ulta Beauty shares slumped on Wednesday morning, as the company said it sees "headwinds" and tougher competition in the beauty industry. As it hosted its investor day near its Chicago headquarters on Wednesday, the specialty retailer stuck by its forecast for this fiscal year. Ulta said it anticipates net sales will range from $11 billion to $11.2 billion and comparable sales will range from a decline of 2% to roughly flat. It said earnings per ...

公司股价表现 - Ulta Beauty公司（ULTA）股价今年迄今下跌23.7% 而行业仅下跌2.8% 零售和批发板块以及标准普尔500指数分别上涨19.5%和20% 公司表现不佳[1] 公司面临的挑战 - 公司长期是美容零售行业巨头 但面临消费者偏好变化和竞争加剧的挑战 消费者倾向于价值驱动型购买 竞争对手增加高端产品种类 冲击公司传统市场地位[2] - 消费者行为向价值驱动型消费转变 新的美容分销渠道竞争加剧 侵蚀公司市场份额 向新的企业资源规划（ERP）系统过渡造成运营中断 促销活动未能如预期提高店内销售额[4] - 美国2024年上半年美容销售额增长3% 增速放缓 通货膨胀和经济不确定性使消费者优先选择平价产品 冲击公司高端产品线 高端美容领域竞争加剧进一步影响市场份额[5] - 公司2024财年第二季度营收和收益未达预期 每股收益同比下降 可比销售额下降1.2% 交易量下降1.8% 平均客单价略有上升[6] - 公司销售、一般和管理（SG&A）费用不断上升 2024财年第二季度同比上升7.3% 占净销售额的比例上升160个基点至25.3% 原因包括门店工资和福利去杠杆化、战略投资导致公司管理费用增加以及门店和营销费用增加[7] - 上升的成本挤压盈利能力 导致第二季度毛利率下降1% 促销活动、品牌组合较弱和固定成本上升侵蚀了商品利润率 管理层预计2024财年毛利率将因商品利润率下降和门店固定成本上升而收缩70 - 90个基点[8] - 公司高利润的高端美容业务面临重大挑战 过去三年有1000多个新的高端美容销售点开业 竞争对手增多 稀释其市场份额 尤其是在化妆品和护发等关键品类 消费者因通胀压力倾向于大众市场美容产品[9] - 根据Circana数据 在截至8月3日的13周内 公司在大众美容领域保持市场份额 但在高端美容领域失去份额 尤其是化妆品和护发品类 尽管努力推出新品牌和独家产品 外部压力仍使其在高端美容领域失去份额[10] 公司未来展望 - 公司近期下调2024财年全年预期 预计净销售额在110 - 112亿美元之间 之前为115 - 116亿美元 2023财年净销售额为112亿美元 可比销售额预计同比持平至下降2% 之前预计增长2 - 3%[11] - 面临多个竞争对手开业的门店将继续面临压力 经营环境仍不稳定 管理层预计营业利润率在12.7% - 13%之间 之前为13.7% - 14% 2024财年每股收益预计在22.60 - 23.50美元之间 低于之前的25.20 - 26美元[12] 投资者指南 - 公司面临消费者偏好转变、运营中断和竞争加剧的巨大压力 高端美容业务的挑战加剧公司困境 管理层下调2024财年指引 短期前景谨慎 投资者应密切关注公司应对逆风恢复势头的能力 目前公司Zacks评级为5级（强烈卖出）[13]

Ulta Beauty (ULTA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this beauty products retailer have returned +9.7% over the past month versus the Zacks S&P 500 composite's +1.7% change. The Zacks Retail - Miscellaneous industry, to which Ulta belongs, has gained 0.2% over this period. Now the key question is: Where could the stock be headed in the near ...

SEOUL, SOUTH KOREA - August 07: Singer and actress IU attends ESTEE LAUDER pop-up store opening ... [+] event at Lotte Avenel Jamsil in Songpa-gu on August 07, 2024 in Seoul, South Korea. (Photo by iMBC/Imazins via Getty Images) ImaZins via Getty Images Estée Lauder stock (NYSE: EL) has had a tough year so far, with its stock falling 40%, while its peer Ulta Beauty stock (NASDAQ: ULTA) has seen a 16% decline. Estée Lauder has been struggling with falling sales and profits lately, but that appears to be pric ...

Ulta Beauty, Inc. (ULTA) , a leading retailer in the beauty and cosmetic industry, has seen its stock price fall below critical technical thresholds, including its 200-day moving average. This moving average is an important indicator for gauging market trends and momentum. Yesterday the stock closed at $393.84, below the moving average of $436.89. The breach of this threshold heightens investors' concerns about the stock's short-term outlook and signals the potential for further downside if these levels are ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ULTA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclai ...

Ulta Beauty, Inc. (ULTA) has seen its shares plummet as much as 26.9% in the past six months, lagging the industry's drop of 14.6%. This specialty beauty retailer has also trailed the broader Zacks Retail - Wholesale sector and the S&P 500's respective growth of 8% and 9.3% during the same period. Closing the trading session at $389.29 yesterday, the stock stands well below its 52-week high of $574.76. Ulta Beauty has long been a leader in the beauty retail space, known for its wide array of products and se ...

Brett_Hondow Ulta Beauty, Inc. (NASDAQ:ULTA), which sells cosmetics, skincare, and salon services in North America, has fallen by about 37% from its all-time high. This is despite Warren Buffett's Berkshire Hathaway recently revealing that it bought about 690,000 shares of the stock, although, admittedly, the position makes up less than 1% of Berkshire's $300B+ portfolio at Ulta's current price. Nonetheless, this drawdown is nothing new for ULTA stock. With a five-year monthly Beta of 1.31 (as per Yahoo Fin ...