All Brands Owned by Ulta Beauty, Inc.

Ulta Beauty delivered exceptional Q3 2025 results, reporting revenue of $2.86 billion, exceeding Wall Street expectations of $2.72 billion. The company's earnings per share reached $5.14, significantly beating analyst expectations of $4.64, demonstrating strong operational performance and profitability.

For the full year 2025, Ulta raised its revenue guidance to approximately $12.3 billion, up from previous expectations of $12.0-12.1 billion, representing growth from the previous year's $11.3 billion. The company also increased its EPS guidance to $25.20-$25.50, up from $23.85-$24.30, reflecting confidence in continued profitability.

Ulta's comparable sales jumped 6.3% year over year, driven by increased customer traffic and higher average ticket sizes. Average ticket rose 3.8% and transactions increased by 2.4% year over year, indicating strong customer engagement and spending patterns despite broader economic uncertainty.