Lost perspective by the market may be leading to a classic overreaction on Ulta's stock.If you ask Dave Kimbell what's going on in the cosmetics space, the Ulta Beauty (ULTA -0.59%) CEO would say there's a general slowdown. And he's been saying it for months now.Back at J.P. Morgan's 10th Annual Retail Round Up Investor Conference in April, Kimbell spooked investors when he said: "What we've seen so far is a slowdown in the total category across price points and segments. That's a bit earlier and a bit bigg ...