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Ulta Beauty — Aug 27, 2026 release

Fiscal 2027 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001104659-26-102438
Open on SEC.gov ↗
Showing in the filing
Stock repurchase plan for fiscal 2026
“increased to $1.8 billion from $1.5 billion”
Period
FY2026
Measure
Declared action
Source
Prose
All guidance in this release · 7
Stock repurchase plan for fiscal 2026 for FY2026
“increased to $1.8 billion from $1.5 billion”
Remaining share repurchase authorization to … for FY2026
“$1.0 billion”
Net sales growth for FY2026
“6.7% to 7.2%”
Comparable sales growth for FY2026
“2.5% to 3.5%”
Operating income growth for FY2026
“8.3% to 9.3%”
Diluted earnings per share for FY2026
“$28.36 to $28.80”
Capital expenditures for FY2026
“$400 million to $450 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
26 RESULTS AND RAISES FISCAL 2026 GUIDANCE ​ ● Net sales increased 8.9% ● Comparable sales increased 3.8% ● Operating income increased 10.1% ● Diluted EPS increased 13.3% to $6.55 ● Stock repurchase plan for fiscal 2026 increased to $1.8 billion from $1.5 billion ​ Bolingbrook, IL – August 27, 2026 – Ulta Beauty, Inc. (NASDAQ: ULTA) today announced consolidated financial results for the thirteen-week period (“second quarter”) ended August 1, 2026, compared to the same period ended August 2, 2025 . ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ August 1, ​ August 2, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,035.7 ​ $ 2,788.5 Comparable sales ​ ​ 3.8% ​ ​ 6.7% Gross profit (as a percentage of net sales) ​ ​ 39.1% ​ ​ 39.2% Selling, general and administrative expenses ​ $ 802.8 ​ $ 741.7 Operating income growth ​ ​ 10.1% ​ ​ 4.8% Diluted earnings per share ​ $ 6.55 ​ $ 5.78 ​ “Our team delivered another impressive quarter of strong sales, profit, and earnings growth, demonstrating that we are executing with discipline and translating our Ulta Beauty Unleashed strategy into tangible benefits for our guests,” said Kecia Steelman, president and chief executive officer. “We continue to strengthen our position as the ultimate beauty discovery destination, leveraging our unique understanding of our guests to drive excitement and growth through compelling innovation, value, experiences, and convenience.” ​ Steelman continued
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.