Ulta Beauty — Aug 27, 2026 release

During the first six months of fiscal 2026, the Company repurchased 1.4 million shares of its common stock at a cost of $791.1 m illion, excluding excise taxes.  As of August 1, 2026, $1.0 billion remained available under the current $3.0 billion share repurchase program announced in October 2024. The Company now expects to utilize the remaining $1.0 billion available under the current share repurchase authorization by the end of fiscal 2026. ​ Fiscal 2026 Outlook Based on current estimates, the Company has updated its outlook for fiscal 2026: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Prior Fiscal 2026 Outlook ​ Updated Fiscal 2026 Outlook Net sales growth ​ ​ 6% to 7% ​ 6.7% to 7.2% Comparable sales growth ​ ​ 2.5% to 3.5% ​ 3.2% to 3.7% Operating income growth ​ ​ 6.5% to 9% ​ 8.3% to 9.3% Diluted earnings per share ​ ​ $28.36 to $28.80 ​ $28.70 to $29.00 Capital expenditures ​ ​ $400 million to $450 million ​ no change ​ Conference Call Information ​ A conference call to discuss second quarter of fiscal 2026 results is scheduled for today, August 27, 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://q2-2026-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