Business Description

Ulta Beauty, Inc. is the largest specialty beauty retailer in the United States. The company offers a wide assortment of cosmetics, fragrances, skin care, and hair care products, alongside in-store salon services. Ulta distinguishes itself by combining both mass-market and prestige beauty brands under one roof.

Everything on Ulta Beauty, Inc.

Revenue (FY2025) $12.39B
YoY growth +9.7%
Operating margin 12.4%
Direction Expanding
Gross margin 39.1%
Net margin 9.3%

Earnings Transcripts

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Leadership & board

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Kecia L. Steelman — President & Chief Executive Officer View full profile ↗ Christopher J. DelOrefice — Chief Financial Officer View full profile ↗ Rene G. Cásares — Chief Legal Officer & Corporate Secretary View full profile ↗ Anita J. Ryan — Chief Human Resources Officer View full profile ↗ Kelly E. Garcia — Chief Technology Officer (effective August 31, 2026) View full profile ↗ Paula M. Oyibo — Former Chief Financial Officer View full profile ↗ Christopher Lialios — Former Interim Chief Financial Officer; Senior Vice President & Controller View full profile ↗ Jodi J. Caro — Former General Counsel & Chief Risk and Compliance Officer View full profile ↗ Lorna E. Nagler — Independent Chair of the Board View full profile ↗ Martin Brok — Independent Director View full profile ↗ Catherine A. Halligan — Independent Director View full profile ↗ Stephenie Landry — Independent Director View full profile ↗ Patricia A. Little — Independent Director (Audit Committee Chair) View full profile ↗ George R. Mrkonic — Independent Director (Nominating & Corporate Governance Committee Chair) View full profile ↗ Gisel Ruiz — Independent Director (Compensation Committee Chair) View full profile ↗ Michael C. Smith — Independent Director View full profile ↗ Brieane L. Olson — Independent Director (effective August 31, 2026) View full profile ↗

Acquisitions

Share Repurchase Program

Total authorized
$3.0 billion (October 2024 Share Repurchase Program, authorized October 16, 2024)
Remaining
Approximately $1.8 billion remained available as of January 31, 2026

Named Competitors

Mass merchandisers

Customer Concentration

Not applicable — Ulta Beauty sells directly to individual retail consumers through its stores, e-commerce site, and Ulta Beauty at Target shops; the 10-K discloses no single customer or concentration accounting for a material portion of net sales.

Recent SEC Filings

2026-08-17 Leadership change (directors/officers) (+1 more) View filing ↗
2026-07-14 Leadership change (directors/officers) (+1 more) View filing ↗
2026-06-09 Leadership change (directors/officers) (+2 more) View filing ↗
2026-06-02 Reported quarterly results View filing ↗
2026-03-12 Reported quarterly results View filing ↗
2025-12-18 Leadership change (directors/officers) View filing ↗
2025-12-04 Reported quarterly results View filing ↗
2025-10-16 Leadership change (directors/officers) (+1 more) View filing ↗
2025-08-28 Reported quarterly results View filing ↗
2025-08-21 Leadership change (directors/officers) (+1 more) View filing ↗
2025-08-14 Other event View filing ↗
2025-07-25 Leadership change (directors/officers) View filing ↗

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