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Ulta Beauty

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ISIN: US90384S3031
Ticker: ULTA
US90384S3031
ULTA

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Discussão sobre ULTA

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33
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Andre Holst
@Andre126
6D·

Aktienkauf

25.03
Ulta Beauty logo
Comprado x12 em € 343,23
€ 4.118,76
7
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Aktien Stammtisch
@Aktien_Stammtisch
3Semana·

ULTA Beauty Q4'24 Earnings Highlights:

$ULTA (+0,75%)


🔹 Adj. EPS: $8.46 (Est. $7.12) 🟢

🔹 Revenue: $3.49B (Est. $3.46B) 🟢 (-3.1% YoY)

🔹 Comparable Sales: +1.5% (Est. +0.8%) 🟢

🔹 Gross Margin: 38.2% (Est. 37.2%) 🟢


FY25 Guidance

🔹 EPS: $22.50 - $22.90 (Est. $23.20) 🔴

🔹 Revenue: $11.5B - $11.6B (Est. $11.55B) 😑

🔹 Comp Sales Growth: 0% - 1% (Est. +1.2%) 🔴

🔹 Operating Margin: 11.7% - 11.8% (vs. 13.9% FY24) 🔴

🔹 CapEx: $425M - $500M

🔹 New Stores: ~60 (Flat YoY)


Balance Sheet & Inventory

🔹 Merchandise Inventories: $1.97B (+13% YoY) (Est. $1.78B)

🔹 Cash & Cash Equivalents: $703.2M

🔹 Share Repurchase: $249.5M in Q4, $1B total in FY24

🔹 SG&A: $815.6M (-0.6% YoY, lower than $842.9M Est.)

🔹 Operating Margin: 14.8% (vs. 14.5% YoY)

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Antonio🐝
@TonyMelony1998
4Semana·

The eagerly awaited quarterly figures for the week of March 10, 2025

A number of important earnings releases are scheduled for the coming week. The focus will be on:


📌 Adobe ($ADBE (-4,21%) )

📌 Oracle ($ORCL (-5,9%) )

📌 DocuSign ($DOCU (-5,93%) )

📌 D-Wave Quantum ($QBTS (-10,59%) )

📌 ZIM Integrated Shipping ($ZIM (-6,69%) )

📌 ULTA Beauty ($ULTA (+0,75%))

📌 Kohl's ($KSS (+6,07%) )

📌 Dollar General ($DG (-0,31%))

📌 UiPath ($PATH (-1,94%) )

📌 SentinelOne ($S (-5,54%))

Which of these companies are you following with particular interest? Do you have positions in any of these stocks?


🔗 Source: Earnings Whispers

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BamBamInvest
@BamBamInvest
1Mês·

Added again, quite oversold (RSI 17.91) and exaggerated in my opinion

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BamBamInvest
@BamBamInvest
1Mês·

Beauty Q3'25 Earnings Highlights

$ELF (+1,27%)








  • EPS: $0.74 (Est. $0.76) ❌
  • Net Sales: $355.3M (Est. $329.67M) ✅ ; UP +31% YoY


Updated FY25 Guidance (Revised Downward):


  • Net Sales: $1.30B-$1.31B (Prev. $1.315B-$1.335B) ❌
  • Adjusted EBITDA: $289M-$293M (Prev. $304M-$308M) ❌
  • Adjusted Net Income: $193M-$196M (Prev. $205M-$208M) ❌
  • Adjusted EPS: $3.27-$3.32 (Prev. $3.47-$3.53) ❌
  • Adjusted Effective Tax Rate: 19-20% (No Change) ❌


Other Key Metrics:


  • Gross Margin: 71% (Est. 71.15%) ; UP +40 bps YoY
  • SG&A Expenses: $218.2M (Est. $175.43M) ; UP +36.3% YoY
  • Adjusted SG&A: $192.9M (54% of net sales)
  • Net Income: $17.3M (Est. $44M)
  • Adjusted Net Income: $43M
  • Adjusted EPS: $0.74
  • Adjusted EBITDA: $68.7M (Est. $72.57M) ; UP +16% YoY


Comment from the CEO and CFO:


  • CEO Tarang Amin: "We continue to gain market share, with net revenue growth of 31% and market share gains of 220 basis points in the US. We see significant new territory opportunities in digital, color cosmetics, skincare and international markets."


  • CFO Mandy Fields: "Given the weaker than expected trends in January, we are taking a cautious approach and lowering our outlook for the 2025 financial year."



$OR (-1,22%)
$COTI (+0,1%)
$EL (-8,7%)
$MC (-4,14%)
#earnings
#quartalszahlen

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11
11 Comentários
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B. T.@Aktienhauptmeister
1Mês
This is the way ✌️🚀
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GoodlifeXrio
@GoodlifeXrio
3Mês·

Boeing and 6 More Contrarian Stocks for 2025

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2 Comentários
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GoodlifeXrio@GoodlifeXrio
3Mês
True
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BamBamInvest
@BamBamInvest
3Mês·

$ELF (+1,27%) - Because it also reflects my opinion ✌️

Goldman Sachs with buy recommendation for $ELF (+1,27%) Target price USD 165; "One of the fastest growing and most disruptive players in the beauty space"


"We view ELF as one of the fastest growing and most disruptive players in the beauty space. The company's continued market share gains and growth momentum stand in sharp contrast to the slowing trends in the beauty category, particularly among mass retailers such as $TGT (+1,89%) , $WMT (-3,92%) and $ULTA (+0,75%)


As such, we expect the company to continue to deliver healthy sales growth driven by a disciplined, disruptive innovation strategy and breakthrough marketing techniques that resonate well with core Generation Z consumers. We see further upside internationally and believe the importance of this opportunity is underestimated. Our analysis suggests that one point of market share gain in the seven focus markets of $ELF (+1,27%) could increase ELF's sales growth by 4 percentage points.


In addition, we expect ELF's steady increase in EBITDA margin to translate into an EBITDA CAGR of over 20% (FY24-28), which should comfortably support EPS growth in the low to mid-20s. Finally, we believe that the current valuation of $ELF (+1,27%) is attractive given its strong fundamentals, which should lead to a further re-rating from current levels."


✌️🚀

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12 Comentários
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BamBamInvest@BamBamInvest
3Mês
@Tenbagger2024 I think we will still have a lot of fun here, especially the expansion is very exciting for me.
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Aktien Stammtisch
@Aktien_Stammtisch
4Mês·
3
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Aktien Stammtisch
@Aktien_Stammtisch
4Mês·
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4 Comentários
Utilizador eliminado
4Mês
O comentário foi eliminado
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K
@TechNav
4Mês·
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2 Comentários
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Tenbagger2024@Tenbagger2024
4Mês
Perhaps He will go to $ELF
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Raising I.
@RaisingInvestorIQ
5Mês·

$ULTA (+0,75%)

After a period of increased investment in its digital infrastructure, ULTA is back to focusing on expanding its physical store presence, increasing their stores investments as a percentage of total capital expenditures from 55% in 2022 and 2023 to 70% long-term.

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