Ulta Beauty, Inc. (NASDAQ:ULTA) Q4 2025 Earnings Call Transcript

Ulta Beauty, Inc. (NASDAQ:ULTA) reported its Q4 and fiscal 2025 earnings, with net sales growing by nearly 10% to $12.4 billion for the year and diluted EPS of $25.64. The company exceeded expectations due to strong holiday performance, market share gains in mass and prestige beauty, and strategic investments in its “Ulta Beauty unleashed” strategy. For fiscal 2026, Ulta anticipates net sales to increase by 6% to 7% and diluted EPS between $28.05 and $28.55, focusing on market share expansion, profitable growth, and continued investment in core business improvements, new growth channels, and foundational alignment.