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Ulta Beauty: the beauty aisle still works, but margin recovery has to prove it
Ulta Beauty reported FY2025 revenue of $12.39 billion, FY2025 operating income of $1.53 billion and Q3 FY2025 revenue of $2.86 billion. The upgrade case depends on traffic, loyalty, merchandise mix, store productivity, margin recovery and cash conversion improving together.
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Ulta Beauty: the beauty aisle still works, but margin recovery has to prove itUlta Beauty reported FY2025 revenue of $12.39 billion, FY2025 operating income of $1.53 billion and Q3 FY2025 revenue of $2.86 billion. The upgrade case depends on traffic, loyalty, merchandise mix, store productivity, margin recovery and cash conversion improving together.NASDAQJul 22, 20265 minReadSlides