Ulta Beauty Beats Expectations Yet Again Ahead of Holiday Sales

Ulta Beauty has once again outperformed Wall Street’s expectations ahead of the holiday shopping season. For the third quarter of 2025, the company posted net sales of about $2.86–2.90 billion — a 12.9 % increase year‑over‑year — and delivered earnings per share (EPS) of $5.14, well above analysts’ forecasts. The outperforming results were driven by strong demand across mass and prestige cosmetics, with standout growth in fragrance and skincare — including a surge in K‑beauty product sales under its “masstige” strategy. Buoyed by this momentum, Ulta upgraded its full‑year 2025 guidance: net sales are now expected to hit approximately $12.3 billion (up from prior $12.0–$12.1 billion), and same‑store comparable sales are projected to rise 4.4 %–4.7 %. EPS is now forecast at $25.20–$25.50 for the year. Despite macroeconomic uncertainty and consumer caution elsewhere, Ulta appears confident going into the crucial holiday period — citing strong foot traffic, rising app engagement, and successful launch of new exclusive beauty brands as key factors behind its performance. #UltaBeauty #HolidayShopping #BeautyIndustry #RetailEarnings #SlimScan #GrowthStocks #CANSLIM