Ulta Beauty, Inc.
ULTA
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Ulta Beauty, Inc.'s move is spreading beyond its market group.
The latest filing is mixed. 17 of 29 group members are active now; 4 filing-linked outsiders are moving with the group, and 1 of 7 directly disclosed connections are confirming.
- Revenue increased 11.1% versus the comparable filing period.
- At least 19 of 29 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- AMZN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 10 of 29 members or fewer.
Who this business touches
The relationships behind ULTA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TGTTarget CorporationpartnerMar 26, 2026 ▾
“Also see “Cybersecurity” included as part of Item 1C.”
JPMJP Morgan Chase & Co.lenderJun 2, 2026 ▾
“so amended, the “Loan Agreement”) with Wells Fargo Bank, National Association, as Administrative Agent, Collateral Agent, and a Lender thereunder; Wells Fargo Bank, National Association and JPMorgan Chase Bank, N.A., as Lead Arrangers and Bookrunners; JPMorga…”
Depended on by
ELF12.0% of ELFcustomerFeb 5, 2026 ▾
“We have strong relationships with our retail customers such as Target, Walmart, Ulta Beauty, Amazon and other leading retailers that have enabled us to expand distribution both domestically and internationally.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ULTA is currently a Leader in the organic co-movement group Consumer Health & Leisure. 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.