Ulta Beauty Inc is expected to report revenue of $3.83 billion and EPS of $7.98 on March 12, 2026, with current share prices trading around $646.34 against an average analyst price target of $679.07.
Investors are primarily focused on comparable store sales growth, which is anticipated to land at 4.3% as the company navigates intensified competition from Sephora and Amazon.
Market participants are also watching for initial fiscal 2026 guidance and signs of market share recovery through the company's digital acceleration and brand partnership initiatives.
While steady demand in fragrance and skincare bolstered holiday performance, concerns remain regarding margin compression driven by higher operational costs and incentive compensation.