Home lifestyle Style and Beauty Ulta Beauty Beats Expectations...

Ulta Beauty Beats Expectations Once Again Ahead Of Holiday Sales

Style and Beauty

ChatGPT said: Business Honor Northern Trust Names Eric Freedman as New CIO

Business Honor
06 December, 2025

Ulta Beauty raises revenue forecast and boosts EPS estimates, fueled by strong sales, innovative products, and digital upgrades.

Due to higher than expected sales of fragrances, skin care and other beauty related products in the market, Ulta Beauty has increased the company's full year revenue forecast after surpassing the estimate set by analysts for the third quarter. Projected EPS is now estimated to be between $25.20 and $25.50, which is an increase from previous EPS estimates. There is now a higher expectation for comparable sales that factor in the company's online sales as well as stores open for at least the last 14 months. For fiscal year 2013, Ulta expects comparable business growth rates to be in the range of 4.4% to 4.7%, versus the earlier guidance of 2.5% to 3.5%.

Chief executive Kecia Steelman attributed the momentum to a steady flow of new products, sharper instore and digital experiences, plus more assertive marketing, all of which she said have resonated with customers. “Our third quarter results exceeded our expectations, reflecting the steady progress and momentum our team is building as we execute our Ulta ‘Beauty Unleashed’ strategy. Exciting assortment newness, improved in-store and digital experiences, and bold marketing efforts are resonating with our guests and drove strong sales results, market share gains, and growth across all categories and channels, with notable strength in ecommerce,” said Kecia Steelman, Ulta Beauty President and CEO.

Steelman stated that shoppers still have a focus on value but will continue to spend on affordable luxuries, seasonal staples and gifts. "Heading into the most important holiday season, we know that consumer wallets are stressed and consumers are looking for value, and we have confidence in our plans," said Steelman. Ulta's earnings were $5.14 per share this quarter, which exceeded the $4.64 that analysts expected, with revenues of $2.86 billion, which also exceeded expectations. This was the second consecutive quarter that Ulta raised their expectations, causing their stock price to rise initially and decrease again, but the stock is still up over 24% since the beginning of the year.