Ulta Beauty, Inc.
ULTA
Jodie read · what matters now
Revenue increased 11.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ULTA, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-06-02 against the comparable filing from 2025-05-29.
What improved
- Revenue increased 11.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“ 2025 Stores opened 19 6 Stores remodeled – 4 Stores relocated 2 2 The decrease in net cash used in investing activities in the first quarter of fiscal 2026 compared to the first quarter of fiscal 2025 was primarily due to lower capital expenditures for supply chain and merchandising fixtures and proceeds from short-term investments.”
“SG&A expenses as a percentage of net sales increased to 25.8% for the 13 weeks ended May 2, 2026 compared to 24.9% for the 13 weeks ended May 3, 2025, primarily due to deleverage of corporate overhead due to strategic enterprise investments and store expenses, partially offset by leverage of advertising expenses.”
“The increase in net cash used in financing activities in the first quarter of fiscal 2026 compared to the first quarter of fiscal 2025 was primarily due to an increase in share repurchases.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ULTA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ULTA is currently a Leader in the organic co-movement group Beauty Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ULTA; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.