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Shares of Ulta Beauty (ULTA) have recently come under pressure after the beauty retailer delivered quarterly results that fell slightly short of Wall Street’s expectations and issued a cautious outlook for the year ahead. The company reported fourth-quarter EPS of about $8.01 on revenue of around $3.9 billion, but the earnings figure missed analyst estimates, while management’s fiscal 2026 guidance also came in below expectations.
The softer guidance, combined with concerns about rising operating costs, intensifying competition, and a more cautious consumer environment, triggered a sharp selloff in the stock and erased its earlier gains. However, despite the near-term disappointment, many analysts remain constructive on Ulta’s long-term prospects given its solid brand portfolio, loyal customer base, and leadership in the growing beauty category.
