销售情况 - 第二季度净销售额为26亿美元，同比增长0.9%[1][4] - 可比销售额下降1.2%，主要由于交易量下降1.8%，平均客单价上升0.6%[2][4] - 公司本季度净销售额为52.78亿美元，同比增长2.2%[19] 毛利率及成本情况 - 毛利率下降至38.3%，主要由于商品毛利率下降和门店固定成本摊销[4][5] - 毛利率为38.8%，同比下降0.9个百分点[19] - 销售、一般及管理费用占净销售额的比重上升至25.3%，主要由于门店人工成本和福利、公司管理费用以及营销费用的摊销[5] - 销售、一般及管理费用占净销售额的24.8%，同比上升1.3个百分点[19] 利润情况 - 营业利润为7.30亿美元，同比下降12.4%[19] - 净利润为5.67亿美元，同比下降12.6%[19] - 基本每股收益为11.83美元，同比下降8.8%[19] 全年预期 - 全年销售额预期下调至110亿美元至112亿美元，可比销售额预期下降2%至持平[10] - 全年营业利润率预期下调至12.7%至13.0%，每股收益预期下调至22.60美元至23.50美元[10] 门店及面积情况 - 公司本季度新开17家门店，关闭1家门店，总门店数达到1,411家[23] - 公司本季度总营业面积增加1.78万平方英尺，达到1,478.26万平方英尺[23] 财务情况 - 公司现金及现金等价物余额为4.14亿美元[20] - 公司本季度回购5.02亿美元的普通股[22] 产品结构 - 公司业务板块中化妆品占比39%,较上年同期增加1个百分点[25] - 护肤品占比24%,较上年同期增加1个百分点[25] - 发护理占比20%,较上年同期下降2个百分点[25] - 香水占比11%,较上年同期增加2个百分点[25] - 服务业务占比4%,与上年同期持平[25] - 其他业务占比2%,与上年同期持平[25] - 公司部分销售类别在上年进行了重新分类,包括将沐浴类产品从香水类转移至护肤品类[26]

文章核心观点 - 分析师重申对Ulta Beauty公司的增持评级,但下调了目标价格[1] - 分析师预计Ulta Beauty公司第二季度同店销售将持平,低于市场预期的-1%[2] - 分析师下调了Ulta Beauty公司2024财年下半年的同店销售增长预期至1%,并相应调整了第二季度和全年的盈利预测[3] 公司情况总结 - 分析师认为Ulta Beauty公司在促销、商品毛利率以及提升非租金毛利率方面的预期过于保守[4] - Ulta Beauty公司正在应对去年的价格和成本挑战,同时进行全面的私有品牌产品重置,并提高供应链效率[5] - Ulta Beauty公司在第一季度电话会议上下调了商品毛利率预期[6] 行业情况总结 - 美容个人护理行业增长快于GDP,Ulta Beauty公司正在不断增加市场份额[7] - Ulta Beauty公司作为唯一一家同时提供高端和大众产品、服务以及领先的护发产品组合的全国性美容零售商,具有独特优势[8] - 百货商店预计将长期持续在该行业中失去市场份额[9]

The company has set itself apart in the competitive world of cosmetics retail.Ulta Beauty (ULTA 0.18%) has recently gotten much attention because of the large stake unexpectedly purchased by Warren Buffett's Berkshire Hathaway. With a higher profile, the cosmetics retailer is also winning attention from a clutch of analysts, with one of those pundits recently modifying his price target on the shares. Price target reduced; bullish stance maintainedBaird's Mark Altschwager recently cut said price target to $4 ...

Ulta Beauty, Inc. (ULTA) is likely to register top-line growth when it reports second-quarter fiscal 2024 earnings on Aug 29. The Zacks Consensus Estimate for revenues is pegged at $2.62 billion, suggesting an increase of 3.5% from the prior-year quarter’s reported figure.However, the bottom line is likely to decline year over year. The consensus mark for quarterly earnings has dropped by 1 cent in the past 30 days to $5.49 per share. This indicates a decline of 8.8% from the year-ago quarter’s reported fig ...

In its upcoming report, Ulta Beauty (ULTA) is predicted by Wall Street analysts to post quarterly earnings of $5.49 per share, reflecting a decline of 8.8% compared to the same period last year. Revenues are forecasted to be $2.62 billion, representing a year-over-year increase of 3.5%.Over the last 30 days, there has been a downward revision of 2.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial ...

Is this a good buying opportunity or a value trip?With shares of specialty beauty retailer Ulta (ULTA -1.47%) getting hammered this year, despite the S&P 500 rising sharply higher, the stock has started to look quite attractive. Shares are trading at less than 15 times earnings as of this writing -- a huge discount compared to the S&P 500 and Nasdaq 100's price-to-earnings ratios of 24 and 31, respectively.Will a close examination of the retailer's stock reveal that it is as compelling as it appears on the ...

The most recent trading session ended with Ulta Beauty (ULTA) standing at $377.06, reflecting a -0.05% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily gain of 0.97%. At the same time, the Dow added 0.58%, and the tech-heavy Nasdaq gained 1.39%.The beauty products retailer's shares have seen a decrease of 3.5% over the last month, not keeping up with the Retail-Wholesale sector's loss of 2.12% and the S&P 500's loss of 1.85%.Investors will be eagerly wa ...

Here's why Ulta Beauty's stock looks attractive.In a surprising move, Warren Buffett added cosmetic retailer Ulta Beauty (ULTA -0.04%) to Berkshire Hathaway's portfolio in the second quarter. Buffett isn't afraid to own retailers in his portfolio, holding Walmart shares for over 20 years before exiting the position in 2018. However, it has not been a big focus of his in recent years. The only other retailers currently in Berkshire's portfolio are e-commerce giant Amazon and flooring and tile retailer Floor ...

Ulta Beauty (ULTA) shares ended the last trading session 11.2% higher at $365.80. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 17.8% loss over the past four weeks.Ulta Beauty’s shares got a significant boost on Berkshire Hathaway's latest regulatory filing, which revealed a new investment in the beauty retailer, per sources. Industry experts believe that this new investment signals strong confidence in Ulta Beau ...

核心观点 - 沃伦·巴菲特认为Ulta股票在12.5倍市盈率时是买入的好时机 [1][8] 公司动态 - 华尔街日报报道，沃伦·巴菲特的伯克希尔哈撒韦公司自上次向美国证券交易委员会提交13F文件以来，已收购了690,106股Ulta股票 [2] - 截至6月底，巴菲特持有的Ulta股票价值2.66亿美元，当时股价约为380美元 [3] - 由于巴菲特的兴趣，Ulta股票在消息传出后上涨了约12% [4] - Ulta在5月份报告的2024财年第一季度财报显示，销售额仅增长3.4%，其中一半增长来自新店开业，同店销售额仅增长1.6% [6] - 每股收益下降6%，原因是营业利润率收缩了210个基点，降至14.7% [6] - Ulta下调了全年总销售额和同店销售额的指引，预计营业利润率将继续下降至14%或更低 [7] - Ulta计划今年花费10亿美元回购股票，表明管理层认同巴菲特的观点，认为股票被低估 [8]