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Upturn AI SWOT - About
ULTA 
Ulta Beauty Inc (ULTA)
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Upturn Advisory Summary
03/27/2025: ULTA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -2.61% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.61B USD | Price to earnings Ratio 14.47 | 1Y Target Price 410.57 |
Price to earnings Ratio 14.47 | 1Y Target Price 410.57 | ||
Volume (30-day avg) 1216747 | Beta 1.34 | 52 Weeks Range 309.01 - 467.49 | Updated Date 03/31/2025 |
52 Weeks Range 309.01 - 467.49 | Updated Date 03/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 25.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-12 | When After Market | Estimate 7.1468 | Actual 8.46 |
Profitability
Profit Margin 10.63% | Operating Margin (TTM) 14.8% |
Management Effectiveness
Return on Assets (TTM) 16.71% | Return on Equity (TTM) 50.39% |
Valuation
Trailing PE 14.47 | Forward PE 15.82 | Enterprise Value 17507434651 | Price to Sales(TTM) 1.47 |
Enterprise Value 17507434651 | Price to Sales(TTM) 1.47 | ||
Enterprise Value to Revenue 1.55 | Enterprise Value to EBITDA 9.49 | Shares Outstanding 45309500 | Shares Floating 45149546 |
Shares Outstanding 45309500 | Shares Floating 45149546 | ||
Percent Insiders 0.25 | Percent Institutions 95.63 |
Analyst Ratings
Rating 3.63 | Target Price 455.31 | Buy 2 | Strong Buy 10 |
Buy 2 | Strong Buy 10 | ||
Hold 16 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Ulta Beauty Inc
Company Overview
History and Background
Ulta Beauty Inc. was founded in 1990 by Richard E. George, former President of Osco Drug, Inc., and Terry Hanson. Originally named Ulta3, it aimed to provide a wide selection of beauty products in one location. Over time, Ulta expanded its product range, added salon services, and grew its store footprint, becoming a leading beauty retailer in the U.S.
Core Business Areas
- Retail: Ulta's retail segment offers a broad assortment of cosmetics, fragrance, skincare, haircare, and salon services.
- E-commerce: Ulta's e-commerce platform provides online shopping for its products and services, expanding its reach beyond physical stores.
Leadership and Structure
Dave Kimbell is the current CEO. Ulta's organizational structure consists of departments for merchandising, marketing, store operations, e-commerce, and finance, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Cosmetics: Ulta offers a vast selection of cosmetics from various brands, including its own private label. Competitors include Sephora and department stores. Market share is included in the Market Dynamics section.
- Skincare: Ulta's skincare category includes products for all skin types and concerns, from cleansers to serums. Competitors include Sephora, drug stores, and department stores. Market share is included in the Market Dynamics section.
- Haircare: Ulta provides a wide range of haircare products, including shampoos, conditioners, styling tools, and hair color. Competitors include Sephora, drug stores, and salons. Market share is included in the Market Dynamics section.
- Salon Services: Ulta offers salon services such as haircuts, styling, coloring, and facials. Competitors include independent salons and other salon chains. Revenue and Market Share are intertwined across Ulta's Product Categories.
Market Dynamics
Industry Overview
The beauty industry is highly competitive and dynamic, with constant innovation in products, distribution channels, and marketing strategies. Growth is driven by consumer demand for self-care, personalization, and inclusivity.
Positioning
Ulta positions itself as a one-stop destination for beauty products and services, catering to a wide range of consumers with various price points. Its competitive advantages include its extensive store network, loyalty program, and combination of prestige and mass-market brands.
Total Addressable Market (TAM)
The global beauty market is estimated at several hundred billion USD. Ulta is positioned to capture a significant portion of the US market, estimated at approximately $100 billion, due to its broad product offering and store footprint.
Upturn SWOT Analysis
Strengths
- Large store footprint
- Strong loyalty program
- Wide product selection
- Salon services
- Strong brand recognition
Weaknesses
- Reliance on in-store sales
- Competition from online retailers
- Inventory management challenges
- Potential for margin pressure from promotions
Opportunities
- Expansion into new markets
- Growth of e-commerce
- Personalized beauty services
- Expansion of private label brands
Threats
- Economic downturn
- Increased competition
- Changing consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- SEPHORA (LVMUY)
- Macy's (M)
- Target (TGT)
- Walmart (WMT)
Competitive Landscape
Ulta's competitive advantages include its combination of prestige and mass-market brands, extensive store network, and loyalty program. Its disadvantages include competition from online retailers and department stores.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Ulta has experienced significant growth in revenue and store count over the past decade.
Future Projections: Analyst estimates suggest continued growth for Ulta, driven by e-commerce expansion and new store openings.
Recent Initiatives: Recent initiatives include expanding its digital presence, enhancing its loyalty program, and introducing new beauty brands.
Summary
Ulta Beauty is a strong company with a significant retail presence and a loyal customer base. It benefits from a wide product selection and salon services. However, it faces competition from online retailers and needs to effectively manage inventory and promotions to maintain profitability. The beauty industry is constantly evolving, and Ulta must innovate to stay ahead.
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Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Sources
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ulta Beauty Inc
Exchange NASDAQ | Headquaters Bolingbrook, IL, United States | ||
IPO Launch date 2007-10-25 | President, CEO & Director Ms. Kecia L. Steelman | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 20000 | Website https://www.ulta.com |
Full time employees 20000 | Website https://www.ulta.com | ||
Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States. It offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. The company also offers beauty services, including hair, makeup, brow, and skin services at its stores. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.
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