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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
Capital expenditures
“$400 million to $450 million”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
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
​ 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 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 assortment, professional salon services, and its beloved Ulta Beauty Rewards loyalty program, the company delivers seamless, pe
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.