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Ulta Beauty — Mar 12, 2026 release

Fiscal 2026 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001104659-26-027061
Open on SEC.gov ↗
Showing in the filing
Comparable sales growth
“2.5% to 3.5%”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 6
Net sales growth for FY2026
“6.0% to 7.0%”
Diluted EPS growth for FY2026
“9.4% to 11.4%”
Comparable sales growth for FY2026
“2.5% to 3.5%”
Operating income growth for FY2026
“6% to 9%”
Diluted earnings per share for FY2026
“$28.05 to $28.55”
Capital expenditures for FY2026
“$400 million to $450 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
 As of January 31, 2026, $1.8 billion remained available under the $3.0 billion share repurchase program announced in October 2024. ​ Fiscal 2026 Outlook Based on current estimates, the Company anticipates the following in fiscal 2026: ​ ​ ​ ​ ​ ​ ​ ​ Fiscal 2026 Outlook Net sales growth ​ ​ 6% to 7% Comparable sales growth ​ ​ 2.5% to 3.5% Operating income growth ​ ​ 6% to 9% Diluted earnings per share ​ ​ $28.05 to $28.55 Capital expenditures ​ ​ $400 million to $450 million ​ Conference Call Information ​ A conference call to discuss fourth quarter of fiscal 2025 results is scheduled for today, March 12, 2026, at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time. During the conference call, a related presentation will be webcast live. Investors and analysts who are interested in participating in the call are invited to register for the live event at https://q4-2025-ulta-beauty-earnings-conference-call.open-exchange.net/. A copy of the presentation and a replay of the webcast will be available and archived for a limited time on the company's Investor Relations website at https://www.ulta.com/investor. ​ About Ulta Beauty Ulta Beauty (NASDAQ: ULTA) is the largest specialty beauty retailer in the U.S. and a leading destination for cosmetics, fragrance, skin care, hair care, wellness and salon services. Since opening its first store in 1990, Ulta Beauty has grown to more than 1,500 stores across the U.S. and redefined beauty retail by bringing together All Things Beauty. All in One Place ® . With an expansive product as
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.