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Ulta Beauty (ULTA) investor relations material
Ulta Beauty Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Leadership journey and organizational evolution
Chief Retail Officer role created in January, consolidating store operations, real estate, design, merchandising, and guest experience under one leader.
Leadership has driven cross-functional collaboration, faster decision-making, and alignment across all levels.
COVID response and supply chain transformation led to improved resilience and operational efficiency.
Ulta Beauty Unleashed strategy and execution
Three pillars: core business growth (personalization, brand building, digital), scaling new businesses (marketplace, media, international, wellness), and organizational realignment (cost optimization, culture).
Clearer vision and simplified messaging have improved execution and team engagement.
43 new brands launched, with exclusive offerings and improved in-stock levels.
Over 30,000 in-store events executed last quarter, tracking for 70,000+ this year.
Marketplace launch and international expansion (Mexico, Middle East) underway.
Competitive landscape and store performance
Competitive pressures from new entrants are moderating, with strong performance across all stores regardless of proximity to competitors.
90% of stores faced new competition, but both affected and unaffected stores show equal strength.
Impact of the go-to-market trifecta
Explain rationale for fewer new store openings
How do stores with new competition perform?
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Next Ulta Beauty earnings date
Q3 20264 Dec, 2025
Next Ulta Beauty earnings date
Q3 20264 Dec, 2025
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Frequently asked questions
Ulta Beauty, Inc., operates as a beauty retailer. It operates through two segments, Retail and Salon. The company's stores and Website sell cosmetics, fragrance, skin care products, hair care products; professional hair styling tools and salon hair care products; bath and body products; beauty accessories; and other beauty-related products. It also offers an assortment of salon hair styling, nail services, waxing services, skin services, makeup application sessions, brow shaping and eyebrow tinting services. Ulta Beauty, Inc. was founded in 1990 and is based in Bolingbrook, Illinois.
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