Ulta Beauty Posts Strong Q3 Results, Raises Full‑Year 2025 Outlook

Ulta Beauty (ULTA) delivered a robust third quarter for fiscal 2025, reporting net sales of about $2.86 billion–$2.9 billion, a 12.9% year‑over‑year increase, topping Wall Street estimates. Comparable‑store sales rose 6.3%, driven by a 3.8% increase in average ticket size and a 2.4% boost in transaction counts — a sign that both basket size and customer traffic picked up. Earnings per share came in at $5.14, well above consensus expectations, thanks to higher gross margins (up 70 basis points to 40.4%) and solid operational execution. Management pointed to several growth levers behind the strong quarter: a balanced mix of mass‑market and prestige beauty brands, expansion of exclusive offerings (including new brand launches and expanded fragrance and skincare assortments), stronger e‑commerce performance, and growing engagement from its loyalty program. Buoyed by these results, Ulta raised its full‑year 2025 guidance, projecting net sales around $12.3 billion and EPS between $25.20–$25.50, reflecting confidence in continued demand during the holiday season and beyond. #UltaBeauty #Q32025 #RetailEarnings #BeautyBoom #SlimScan #GrowthStocks #CANSLIM