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Companies / Big-box & discount retail / ULTA

Ulta Beauty

ULTA · Big-box & discount retail sector group
Guidance from Ulta Beauty’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
13 items
Releases tracked
8
Latest release
Aug 27, 2026
Data checked
Aug 27, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 27, 2026 release

Each item compared with the same item in the previous release (Jun 2, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
RaisedNet sales growthfor FY2026“6.0% to 7.0%”“6.7% to 7.2%”Filing ↗
RaisedDiluted earnings per sharefor FY2026“$28.05 to $28.55”“$28.36 to $28.80”Filing ↗
RaisedOperating income growthfor FY2026“6% to 9%”“8.3% to 9.3%”Filing ↗
ReiteratedComparable sales growthfor FY2026“2.5% to 3.5%”“2.5% to 3.5%”Filing ↗
ReiteratedCapital expendituresfor FY2026“$400 million to $450 million”“$400 million to $450 million”Filing ↗
Show 3 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedNet sales growth (Initial Fiscal 2026 Outlook)for FY2026“6% to 7%”—Filing ↗
Not restatedDiluted earnings per share (Initial Fiscal 2026 Outlook)for FY2026“$28.05 to $28.55”—Filing ↗
Not restatedOperating income growth (Initial Fiscal 2026 Outlook)for FY2026“6% to 9%”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Net sales growth“6.7% to 7.2%”for FY2026GAAP-tiedMar 12, 20262Filing ↗
Net sales growth (Initial Fiscal 2026 Outlook)“6% to 7%”for FY2026GAAP-tiedJun 2, 20261Filing ↗
Comparable sales growth“2.5% to 3.5%”for FY2026Company-definedMar 12, 20262Filing ↗
Comparable sales growth (Initial Fiscal 2026 Outlook)“2.5% to 3.5%”for FY2026Company-definedJun 2, 20261Filing ↗
Diluted earnings per share“$28.36 to $28.80”for FY2026GAAP-tiedMar 12, 20262Filing ↗
Diluted earnings per share (Initial Fiscal 2026 Outlook)“$28.05 to $28.55”for FY2026GAAP-tiedJun 2, 20261Filing ↗
Diluted earnings per share (Updated Fiscal 2026 Outlook)“$28.36 to $28.80”for FY2026GAAP-tiedJun 2, 20261Filing ↗
Diluted EPS growth“9.4% to 11.4%”for FY2026GAAP-tiedMar 12, 20261Filing ↗
Operating income growth“8.3% to 9.3%”for FY2026GAAP-tiedMar 12, 20262Filing ↗
Operating income growth (Initial Fiscal 2026 Outlook)“6% to 9%”for FY2026GAAP-tiedJun 2, 20261Filing ↗
Operating income growth (Updated Fiscal 2026 Outlook)“6.5% to 9%”for FY2026GAAP-tiedJun 2, 20261Filing ↗
Capital expenditures“$400 million to $450 million”for FY2026Company-definedMar 12, 20262Filing ↗
Capital expenditures (Initial Fiscal 2026 Outlook)“$400 million to $450 million”for FY2026Company-definedJun 2, 20261Filing ↗
Remaining share repurchase authorization to be utilized“$1.0 billion”for FY2026Declared actionAug 27, 20261Filing ↗
Stock repurchase plan for fiscal 2026“increased to $1.8 billion from $1.5 billion”for FY2026Declared actionAug 27, 20261Filing ↗

How one item moved

Net sales, for FY2025 — every statement across the year, each linked to its filing.

Mar 13, 2025
New
“$11.5 billion to $11.6 billion”
Filing ↗
May 29, 2025
Reiterated
“$11.5 billion to $11.6 billion”
Filing ↗
Aug 28, 2025
Widened
“$11.5 billion to $11.7 billion”
Filing ↗
Dec 4, 2025
Raised
“$12.0 billion to $12.1 billion”
Filing ↗

How your Big-box & discount retail sector group guides

12 companies in Big-box & discount retail. What they guide on, and who reported this season.

Most-guided metric families
Buybacks
10
Comparable sales
9
GAAP EPS
9
Revenue
8
Adjusted EPS
7
Capex
7
Tax rate
7
Dividends
7
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Ulta BeautyAug 27, 20263 changes
Dick's Sporting GoodsAug 24, 202614 changes
BJ's Wholesale ClubAug 21, 20261 change
Ross StoresAug 20, 20269 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024
Net sales growth3 statements4 statements1 statement
Comparable sales growth3 statements4 statements1 statement
Diluted earnings per share4 statements4 statements1 statement
Diluted EPS growth1 statement——
Operating income growth4 statements——
The full record for Ulta Beauty and its Big-box & discount retail peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 27, 2026FY2027 Q20001104659-26-1024387Open filing ↗
Jun 2, 2026FY2027 Q10001104659-26-0694647Open filing ↗
Mar 12, 2026FY2026 Q40001104659-26-0270616Open filing ↗
Dec 4, 2025FY2026 Q30001104659-25-11845711Open filing ↗
Aug 28, 2025FY2026 Q20001558370-25-01180311Open filing ↗
May 29, 2025FY2026 Q10001558370-25-00824211Open filing ↗
Mar 13, 2025FY2025 Q40001558370-25-00290511Open filing ↗
Dec 5, 2024FY2025 Q30001558370-24-01604711Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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