ULTA

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Ulta Beauty (ULTA). This company, which is in the Zacks Retail - Miscellaneous industry, shows potential for another earnings beat. When looking at the last two reports, this beauty products retailer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 6.42%, on average, in the last two quarters. For the last reported quarter, Ulta came out with earnings of $8.01 per share versus the Zacks Consensus Estimate of $8 per share, representing a surprise of 0.13%. For the previous quarter, the company was expected to post earnings of $4.56 per share and it actually produced earnings of $5.14 per share, delivering a surprise of 12.72%. With this earnings history in mind, recent estimates have been moving higher for Ulta. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Ulta currently has an Earnings ESP of +0.03%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on June 2, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value do...

Ulta Beauty, Inc. ULTA is likely to witness top and bottom-line growth when it reports first-quarter fiscal 2026 earnings on June 2, after the market closes. The Zacks Consensus Estimate for revenues is pegged at $3.08 billion, indicating an increase of 8.2% from the prior-year quarter’s reported figure. The consensus mark for earnings has fallen a penny to $6.87 per share in the past seven days, though it indicates 2.5% growth from the figure recorded in the year-ago quarter. ULTA has a trailing four-quarter earnings surprise of 11%, on average. Ulta Beauty Inc. price-consensus-eps-surprise-chart | Ulta Beauty Inc. Quote Ulta Beauty’s first-quarter performance is likely to have benefited from continued strength in product innovation, exclusive launches and healthy guest engagement trends. At its last earnings call, management noted that Rare Beauty launched at the start of fiscal 2026 and witnessed strong early demand, which is expected to have provided a lift to the quarterly performance. Momentum from newer brands across prestige hair care, fragrance, skincare and K-Beauty categories is also likely to have supported traffic and market-share gains.The company’s omnichannel capabilities and loyalty ecosystem are also expected to support results in the to-be-reported quarter. ULTA has been investing in personalization tools, AI-driven marketing and digital enhancements to improve customer engagement and convenience. Initiatives such as Replenish & Save, Wishlist and TikTok Shop integration are likely to have aided customer acquisition and strengthened interactions across channels.Strength across fragrance, wellness and skincare categories is also likely to have boosted performance. Management noted sustained consumer interest in wellness products, premium fragrances and efficacious K-Beauty offerings. In addition, ongoing supply-chain optimization efforts, improved inventory management and operational execution are likely to have supported better in-stock levels and enhanced the guest experience. However, ULTA has been operating in a competitive and cautious consumer environment. At its fourth-quarter earnings call, management indicated that shoppers remain value-focused and selective with discretionary spending, while competitive intensity in beauty retail has increased amid elevated promotional activity across the industry. These factors might have partly...

Wall Street expects a year-over-year increase in earnings on higher revenues when Five Below (FIVE) reports results for the quarter ended April 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 3. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This discount retailer is expected to post quarterly earnings of $1.66 per share in its upcoming report, which represents a year-over-year change of +93%. Revenues are expected to be $1.2 billion, up 23.9% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only....

Ulta Beauty (ULTA) is likely to post another solid all-round delivery in fiscal Q1, but management c

Ulta Beauty (ULTA) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on June 2, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This beauty products retailer is expected to post quarterly earnings of $6.92 per share in its upcoming report, which represents a year-over-year change of +3.3%. Revenues are expected to be $3.08 billion, up 8.2% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings...

BOLINGBROOK, Ill., May 19, 2026--(BUSINESS WIRE)--Ulta Beauty, Inc. (NASDAQ: ULTA) today announced that it plans to release financial results for the first quarter of fiscal year 2026 on Tuesday, June 2, 2026, after the market closes. The Company will host a webcast and conference call at 4:30 p.m. EDT / 3:30 p.m. CDT to discuss the financial results. Information about Ulta Beauty’s financial results, including a link to the live webcast, will be available on the Company's Investor Relations website at https://www.ulta.com/investor. There will also be an archived webcast available for a limited time thereafter. Please register for the live event at https://q1-2026-ulta-beauty-earnings-conference-call.open-exchange.net/registration. Additionally, Kecia Steelman, president and chief executive officer, and Chris DelOrefice, chief financial officer, will participate in a Fireside Chat at the William Blair 46th Annual Growth Stock Conference on Thursday, June 4, 2026 at 12:20 p.m. EDT / 11:20 a.m. CDT. The Fireside Chat will be webcast live at https://www.ulta.com/investor, and a replay of the webcast will be available for a limited time. About Ulta Beauty Ulta Beauty (NASDAQ: ULTA) is the largest specialty beauty retailer in the U.S. and a leading destination for cosmetics, fragrance, skin care, hair care, wellness and salon services. Since opening its first store in 1990, Ulta Beauty has grown to more than 1,500 stores across the U.S. and redefined beauty retail by bringing together All Things Beauty. All in One Place®. With an expansive product assortment, professional salon services, and its beloved Ulta Beauty Rewards loyalty program, the company delivers seamless, personalized experiences across stores, Ulta.com and the Ulta Beauty App – where the possibilities are truly beautiful. Ulta Beauty is also expanding its presence internationally through its subsidiary, Space NK, a luxury beauty retailer operating in the U.K. and Ireland, its joint venture in Mexico, and its franchise in the Middle East. For more information, visit www.ulta.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519542046/en/ Contacts Ulta Beauty Contacts:Kiley Rawlins, CFASenior Vice President, Investor [email protected] Natalie NavarreVice President, Public Relations & Social [email protected]

In early May 2026, Uber Technologies, Inc. reported first-quarter revenue of US$13.20 billion, up from US$11.53 billion a year earlier, while net income fell to US$263 million from US$1.78 billion, and Uber Eats added more than 1,500 Ulta Beauty stores for on-demand retail delivery across the U.S. Taken together with rising Uber One membership and expanding retail and beauty partnerships, these results highlight how Uber is broadening beyond core ride-hailing into a wider everyday services platform. We’ll now examine how Uber’s expanding retail footprint with Ulta Beauty could influence its investment narrative around growth, margins, and engagement. Capitalize on the AI infrastructure supercycle with our selection of the 42 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. To own Uber today, you need to believe its platform can keep deepening everyday usage across rides, food, and now retail, while managing rising investment in autonomous vehicles and membership perks. The Ulta Beauty deal and Q1 results reinforce the engagement story, but do not meaningfully change the near term swing factor, which is whether heavy AV and retail spend can be balanced against profitability and cash generation without eroding margins. Among recent announcements, the Ulta Beauty rollout to more than 1,500 stores on Uber Eats stands out because it directly links to Uber’s push beyond food into everyday retail. It supports the same catalyst as Uber One Member Days and broader retail partnerships: getting more users to treat Uber as a single app for rides, meals, groceries, and now beauty products, which could increase order frequency and keep members inside the ecosystem longer. Yet while the story sounds attractive, investors should also be aware that Uber’s growing AV and retail commitments could pressure margins if... Read the full narrative on Uber Technologies (it's free!) Uber Technologies' narrative projects $77.6 billion revenue and $11.0 billion earnings by 2029. This requires 13.1% yearly revenue growth and a $2.5 billion earnings increase from $8.5 billion today. Uncover how Uber Technologies' forecasts yield a $105.01 fair value, a 40% upside to its current price. Some of the lowest ranked analysts were already assuming Uber’s profit margins might fall from about 33 percent to 12 percent by 2029, even as revenue h...

Tractor Supply Company TSCO is likely to register an increase in the top and bottom lines when it reports first-quarter 2026 results on April 21, before market open. The Zacks Consensus Estimate for revenues is pegged at $3.6 billion, indicating a 4.9% jump from the year-ago figure. The bottom line of the leading rural lifestyle retailer in the United States is expected to have risen year over year. The Zacks Consensus Estimate for earnings per share has been unchanged at 35 cents in the past 30 days, indicating a 2.9% rise from the year-ago period’s figure. Tractor Supply Company price-consensus-eps-surprise-chart | Tractor Supply Company Quote Tractor Supply has a negative trailing four-quarter earnings surprise of 2.8%, on average. In the last reported quarter, this Brentwood, TN-based company’s earnings missed the Zacks Consensus Estimate by 6.5%. TSCO's first-quarter fiscal 2026 results are expected to reflect a mixed demand environment, shaped by tough year-over-year comparisons and weather-related volatility. Management noted that the quarter began against challenging comparisons tied to prior-year winter conditions, with early-season temperature swings creating uneven demand patterns. However, storm-related demand and seasonal needs have supported trends, and the company indicated that performance has been tracking at or above internal plans early in the quarter. A key factor influencing the quarter is the timing and strength of the spring selling season, which historically represents a meaningful revenue driver. Management highlighted that March typically contributes more than 40% of first-quarter sales, making weather normalization and seasonal demand critical to overall performance. Expectations for improved spring conditions and potential support from tax refund spending are likely to aid traffic and category demand during the latter half of the quarter. Expense pressures are expected to remain a near-term headwind, particularly from SG&A-related investments and store expansion activities. The company indicated that the first quarter will carry a heavier burden from factors such as new store openings, normalized incentive compensation and continued strategic investments. These cost dynamics are likely to limit margin expansion and keep first-quarter earnings growth relatively muted compared with later periods in the year. Tariff-related costs and...

Ulta Beauty, Inc. (NASDAQ:ULTA) made our Mad Money recap, as Jim Cramer shared his take on the stock and highlighted resilient consumer spending despite the Iran conflict. Cramer highlighted the company’s earnings and the following market reaction, as he said: A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Ulta Beauty, Inc. (NASDAQ:ULTA) provides cosmetics, skincare, haircare, and fragrance products. In addition, the company offers in-store beauty services, including hair, makeup, brow, and skin treatments. While we acknowledge the potential of ULTA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Ulta’s fourth quarter results were met with a significant negative market reaction, despite revenue surpassing Wall Street expectations. Management pointed to successful holiday promotions, omnichannel execution, and continued market share gains as key drivers of sales growth. CEO Kecia Steelman emphasized that “holiday served as a culmination of our efforts to advance the business,” with notable strength in fragrance and hair care categories. However, profitability was pressured by increased guest-facing investments and higher expenses, a point management acknowledged as necessary for long-term positioning. Is now the time to buy ULTA? Find out in our full research report (it’s free). Revenue: $3.90 billion vs analyst estimates of $3.83 billion (11.8% year-on-year growth, 1.9% beat) EPS (GAAP): $8.01 vs analyst expectations of $8.03 (in line) Adjusted EBITDA: $558.7 million vs analyst estimates of $561.9 million (14.3% margin, 0.6% miss) EPS (GAAP) guidance for the upcoming financial year 2026 is $28.30 at the midpoint, missing analyst estimates by 1% Operating Margin: 12.2%, down from 14.8% in the same quarter last year Locations: 1,505 at quarter end, up from 1,445 in the same quarter last year Same-Store Sales rose 5.8% year on year (1.5% in the same quarter last year) Market Capitalization: $23.1 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Christina Kattai (Deutsche Bank) asked about the composition of comparable sales and the impact of pricing vs. transactions. CEO Kecia Steelman explained that pricing increases affected 10%–15% of the assortment and that 2026 is expected to see normalized pricing trends. Christopher Michael Horvers (JPMorgan) questioned whether Ulta’s 2%–4% industry growth outlook reflects a slowdown and how geopolitical risks are factored into guidance. Steelman responded that the outlook is in line with recent trends, with caution built in for potential macro disruptions. Sydney Wagner (Jefferies) inquired about competitive pressures from mass retailers entering prestige beauty and Ulta’s strategy to maintain its competitive moat. Steelman cited Ulta’s “low to lux” positioning,...

Ulta Beauty, Inc. ULTA reported fourth-quarter fiscal 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. The company reported fiscal fourth-quarter earnings per share of $8.01, beating the Zacks Consensus Estimate of $8.00. However, the bottom line declined 5.3% compared with the year-ago reported figure. Ulta Beauty Inc. price-consensus-eps-surprise-chart | Ulta Beauty Inc. Quote Net sales of this beauty product retailer increased 11.8% year over year to $3,898.4 million and beat the Zacks Consensus Estimate of $3,814 million. This growth was driven by higher comparable sales, the acquisition of Space NK and new store contributions. Comparable sales rose 5.8%, supported by a 4.2% increase in average ticket size and a 1.6% increase in transactions. Ulta Beauty’s gross profit totaled $1,483.6 million, up 11.2% from $1,333.7 million. However, as a percentage of net sales, gross profit decreased 38.1% from 38.2%. The decrease was mainly due to an unfavorable channel mix, deleverage of store fixed expenses and other revenues, partially offset by lower inventory shrink and supply-chain efficiencies. Selling, general and administrative (SG&A) expenses increased 23% to $1,003.1 million from $815.6 million reported in the prior-year quarter. As a percentage of net sales, SG&A expenses increased to 25.7% from 23.4%. This rise was due to the higher corporate overhead related to strategic enterprise investments, increased advertising expenses and higher incentive compensation. Operating income was $476.9 million compared with $516.3 million in the prior-year quarter. As a percentage of net sales, operating income was 12.2%, down from 14.8% in the year-ago period. This Zacks Rank #3 (Hold) company ended the quarter with cash and cash equivalents of $424.2 million. Net merchandise inventories were $2,181.1 million at the end of the reported quarter. Stockholders’ equity at the end of the quarter was $2,803.5 million. Net cash provided by operating activities was $1,502.8 million for the fiscal year ended Jan. 31, 2026. In fiscal 2025, the company repurchased 2 million shares of its common stock for $890.5 million, excluding excise taxes. As of Jan. 31, 2026, $1.8 billion remained available under the $3 billion share repurchase program announced in October 202...

Fourth quarter earnings are wrapping up, with Oracle (ORCL) serving as the major highlight this week. Nearly all S&P 500 companies have reported results for the quarter, and the index is tracking a 14% earnings growth rate for the quarter, which would mark the S&P 500's fifth consecutive quarter of double-digit earnings growth. Investors have been watching for crucial updates on artificial intelligence development and disruption, the state of consumer health, and the impacts of tariffs. Other big reports on the earnings calendar this week included Hewlett Packard Enterprise Company (HPE), NIO Inc. (NIO), Adobe (ADBE), and Dollar General (DG). For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance