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Form 8-K · Current Report · Filed 2026-08-27

Ulta Beauty Reports Strong Q2 Results and Raises Fiscal 2026 Guidance

Ulta Beauty, Inc. announced its consolidated financial results for the second fiscal quarter ended August 1, 2026, reporting an 8.9% increase in net sales to $3.0 billion, a 10.1% increase in operating income, and a 13.3% increase in diluted earnings per share to $6.55. The company also raised its fiscal 2026 guidance, reflecting confidence in its strategic priorities and ability to drive profitable growth. Additionally, Ulta Beauty increased its stock repurchase plan for fiscal 2026 to $1.8 billion from $1.5 billion.

Filer
Ulta Beauty Inc. ULTA · NASDAQ
Filed
Accession
0001104659-26-102438
CIK
0001403568
Signal
High impactConsumer Cyclical

Items reported

Item events

Reported Item

Earnings Beat Raised Guidance Stock Plan Modification

Market reaction

Close before filing

$543.19

Since filing

+0.0%

Latest close

$543.19

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Precedent

Previous filings from ULTA reporting the same item, with the next session's move:

About Ulta Beauty Inc.

Ulta Beauty Inc. is a premier beauty retailer in the United States, renowned for offering a comprehensive selection of beauty products and salon services. As the largest beauty retailer in the country, Ulta Beauty presents a diverse product range that includes cosmetics, fragrances, skin care, and hair care products, catering to a wide demographic of customers. The company ingeniously combines retail beauty with online and in-store experiences, featuring both mass-market goods and prestige brands. This dual approach allows Ulta to serve as a one-stop shop for beauty enthusiasts, providing a distinctive edge in the competitive retail market. In addition to its extensive product offerings, Ulta Beauty operates salon services in many of its stores, delivering personalized beauty experiences that enhance its market appeal. Founded in 1990 and headquartered in Bolingbrook, Illinois, Ulta Beauty has significantly influenced the beauty retail industry, guiding trends and consumer preferences while expanding its national footprint with over 1,200 stores across the country.

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