ULTAUlta Beauty

Consumer discretionary · Specialty Retail · Nasdaq

Ulta Beauty, Inc. (“we,” “us,” “our,” “Ulta Beauty,” or the “Company”) is an international specialty beauty retailer and a premier beauty destination for cosmetics, fragrance, skin care products, wellness products, hair care products, and salon services. 10-K, Item 1

Employees: 65,000
Headquarters: Bolingbrook, IL
CEO: Kecia Steelman
Next results: around Dec 3, 2026

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The numbers ULTA said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 8 range targets with a reported result: 6 came in above the last range given, 1 within it, 1 below it.

1 full-year target was dropped quietly: the next release, before the year ended, gave other targets for that year but said nothing about this one.

Target	What the company said	Reported	Result
Capital expenditures (company-defined) Fiscal 2026	Given $400.00M to $450.00M release 2026-03-12 Kept $400.00M to $450.00M release 2026-06-02	–	No standard number
The company's words Fiscal 2026 Outlook … Capital expenditures $400 million to $450 million release 2026-03-12 Initial Fiscal 2026 Updated Fiscal 2026 Outlook Outlook growth growth … Capital expenditures $400 million to $450 million release 2026-06-02
Diluted EPS (company-defined) Fiscal 2026	Given $28.05 to $28.55 release 2026-03-12 Kept $28.05 to $28.55 release 2026-06-02 Raised $28.70 to $29.00 release 2026-08-27	–	No standard number
The company's words Fiscal 2026 Outlook … Diluted earnings per share $28.05 to $28.55 release 2026-03-12 Initial Fiscal 2026 Updated Fiscal 2026 Outlook Outlook growth growth … Diluted earnings per share $28.05 to $28.55 release 2026-06-02 Prior Fiscal 2026 Updated Fiscal 2026 Outlook Outlook growth growth … Diluted earnings per share $28.70 to $29.00 release 2026-08-27
Capital expenditures Fiscal 2025 (ended 2026-01-31)	Given $425.00M to $500.00M release 2025-03-13 Dropped quietly release 2025-05-29 ⓘ	$434.83M 10-K filed 2026-03-26	Within the range
The company's words FY25 Outlook … Capital expenditures $425 million to $500 million release 2025-03-13
Diluted EPS Fiscal 2025 (ended 2026-01-31)	Given $22.50 to $22.90 release 2025-03-13 Raised $22.65 to $23.20 release 2025-05-29 Raised $23.85 to $24.30 release 2025-08-28 Raised $25.20 to $25.50 release 2025-12-04	$25.64 10-K filed 2026-03-26	Above the range
The company's words FY25 Outlook … Diluted earnings per share $22.50 to $22.90 release 2025-03-13 Prior Fiscal 2025 Updated Fiscal 2025 Outlook Outlook … Diluted earnings per share $22.65 to $23.20 release 2025-05-29 Prior Fiscal 2025 Updated Fiscal 2025 Outlook Outlook … Diluted earnings per share $23.85 to $24.30 release 2025-08-28 Prior Fiscal 2025 Updated Fiscal 2025 Outlook Outlook … Diluted earnings per share $25.20 to $25.50 release 2025-12-04
Revenue Fiscal 2025 (ended 2026-01-31)	Given $11.50B to $11.60B release 2025-03-13 Raised $11.50B to $11.70B release 2025-05-29 Raised $12.00B to $12.10B release 2025-08-28	$12.39B 10-K filed 2026-03-26	Above the range
The company's words FY25 Outlook … Net sales $11.5 billion to $11.6 billion release 2025-03-13 Prior Fiscal 2025 Updated Fiscal 2025 Outlook Outlook … Net sales billion $11.5 billion to $11.7 billion release 2025-05-29 Prior Fiscal 2025 Updated Fiscal 2025 Outlook Outlook … Net sales billion $12.0 billion to $12.1 billion release 2025-08-28
Capital expenditures Fiscal 2024 (ended 2025-02-01)	Given $415.00M to $490.00M release 2024-03-14 Lowered $400.00M to $450.00M release 2024-08-29 Lowered $400.00M to $425.00M release 2024-12-05	$374.46M 10-K filed 2025-03-27	Below the range
The company's words FY24 Outlook … Capital expenditures $415 million to $490 million release 2024-03-14 Prior FY24 Outlook Updated FY24 Outlook … Capital expenditures million $400 million to $450 million release 2024-08-29 Prior FY24 Outlook Updated FY24 Outlook … Capital expenditures million $400 million to $425 million release 2024-12-05
Diluted EPS Fiscal 2024 (ended 2025-02-01)	Given $26.20 to $27.00 release 2024-03-14 Lowered $25.20 to $26.00 release 2024-05-30 Lowered $22.60 to $23.50 release 2024-08-29 Raised $23.20 to $23.75 release 2024-12-05	$25.34 10-K filed 2025-03-27	Above the range
The company's words FY24 Outlook … Diluted earnings per share $26.20 to $27.00 release 2024-03-14 Prior FY24 Outlook Updated FY24 Outlook … Diluted earnings per share $25.20 to $26.00 release 2024-05-30 Prior FY24 Outlook Updated FY24 Outlook … Diluted earnings per share $22.60 to $23.50 release 2024-08-29 Prior FY24 Outlook Updated FY24 Outlook … Diluted earnings per share $23.20 to $23.75 release 2024-12-05
Revenue Fiscal 2024 (ended 2025-02-01)	Given $11.70B to $11.80B release 2024-03-14 Lowered $11.50B to $11.60B release 2024-05-30 Lowered $11.00B to $11.20B release 2024-08-29 Raised $11.10B to $11.20B release 2024-12-05	$11.30B 10-K filed 2025-03-27	Above the range
The company's words FY24 Outlook … Net sales $11.7 billion to $11.8 billion release 2024-03-14 Prior FY24 Outlook Updated FY24 Outlook … Net sales billion $11.5 billion to $11.6 billion release 2024-05-30 Prior FY24 Outlook Updated FY24 Outlook … Net sales billion $11.0 billion to $11.2 billion release 2024-08-29 Prior FY24 Outlook Updated FY24 Outlook … Net sales billion $11.1 billion to $11.2 billion release 2024-12-05
Capital expenditures Fiscal 2023 (ended 2024-02-03)	Given $400.00M to $425.00M release 2023-11-30	$435.27M 10-K filed 2024-03-26	Above the range
The company's words Prior FY23 Outlook Updated FY23 Outlook … Capital expenditures million $400 million to $425 million release 2023-11-30
Diluted EPS Fiscal 2023 (ended 2024-02-03)	Given $25.20 to $25.60 release 2023-11-30	$26.03 10-K filed 2024-03-26	Above the range
The company's words Prior FY23 Outlook Updated FY23 Outlook … Diluted earnings per share $25.20 to $25.60 release 2023-11-30

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (12 releases since 2023-11-30), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

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