Overview

• Second-quarter revenue rose to $2.79 billion and EPS reached $5.78, topping Wall Street estimates.
• Comparable sales increased 6.7%, driven by a 3.7% gain in transactions and a 2.9% rise in average ticket.
• Full-year guidance now calls for $12.0–$12.1 billion in net sales and EPS of $23.85–$24.30.
• Shares climbed about 6% to 8% in after-hours trading following the results and outlook raise.
• Ulta completed the Space NK acquisition for U.K. entry, opened more U.S. stores, plans a third‑party marketplace, is ending its Target licensing by August 2026 with minimal revenue impact, and continues under an interim CFO.