THE WHAT? Ulta Magnificence has reported first-quarter fiscal 2025 outcomes displaying a 4.5% rise in web gross sales to US$2.85 billion and a 2.9% carry in comparable gross sales, pushed by greater common ticket sizes and regular transaction development. Internet earnings got here in at US$305.1 million, delivering diluted earnings per share of US$6.70, beating final 12 months’s US$6.47. Alongside the outcomes, Ulta raised its full-year EPS steerage, reflecting confidence in its Ulta Magnificence Unleashed technique regardless of an unsure client setting.
THE DETAILS Gross revenue for the quarter grew 4.2% to US$1.11 billion, though margins dipped barely to 39.1%, impacted by retailer and provide chain value pressures. SG&A bills rose 6.7%, linked to greater retailer payroll and bills, although company overhead leverage offered some offset. Ulta added six web new shops, transformed 4, and relocated two, ending Q1 with 1,451 shops. Stock rose 11.3% to help new model launches and class growth. The corporate additionally repurchased practically US$359 million in shares throughout the quarter, leaving US$2.3 billion licensed for future buybacks. Up to date fiscal 2025 steerage now anticipates web gross sales of US$11.5–11.7 billion and EPS between US$22.65 and US$23.20.
THE WHY? Ulta’s Q1 efficiency underscores the enduring energy of the U.S. magnificence and private care market, whilst broader client spending patterns stay fluid. Innovation, new model launches, and expanded class investments are serving to the retailer preserve momentum in a aggressive panorama. With its beauty-focused retail mannequin, agile omnichannel technique, and strong stability sheet, Ulta is well-positioned to seize additional market share, deepen client loyalty, and maintain development within the 12 months forward. For magnificence manufacturers and companions, Ulta’s up to date outlook alerts confidence in continued U.S. magnificence class resilience and the continued significance of retail partnerships.
Supply: businesswire
