Particle.news
Download on the App Store

Ulta Beauty Raises 2025 Outlook After Q3 Beat as Fragrance, Skincare Drive Growth

Stronger guidance reflects resilient beauty demand bolstered by marketplace rollout, loyalty gains, and early international traction.

Overview

  • The company now expects about $12.3 billion in full‑year net sales and $25.20 to $25.50 in EPS, with comparable sales growth of 4.4% to 4.7%.
  • Fiscal Q3 results topped estimates with revenue around $2.86 billion and earnings of $5.14 per share, as comparable sales rose 6.3%.
  • Fragrance delivered double‑digit comparable growth, skincare posted high‑single‑digit gains, makeup grew mid‑single digits, and online sales were notably strong.
  • Management cited execution on loyalty expansion, October’s UB marketplace launch, contributions from the Space NK acquisition, and new stores in Mexico and Kuwait.
  • Margins benefited from lower e‑commerce shipping costs and reduced inventory shrink, and shares climbed roughly 4% to 6% in extended and premarket trading.