$ULTA (ULTA Salon, Cosmetics & Fragrance, Inc.)

$ULTA {{ '2016-08-25T21:34:44+0000' | timeago}} • Webcast

$ULTA said its e-commerce growth was strong up 54.9% and contributing 180 BP to the total company comp. This growth was driven almost entirely by increased traffic, with ticket growth up low single digit. Gross profit was up 110 BP, driven by leverage of store rent, occupancy expenses and healthy product margin expansion.

$ULTA {{ '2017-08-25T18:29:14+0000' | timeago}} • Webcast

$ULTA sees a 20-30 basis points growth in gross margin in the second half of 2017. In 4Q17, the company expects to leverage the addition of new stores and the seasonal increase in demand. Ulta said integration of the physical, digital and mobile platforms for providing enhanced service to customers is central to its business strategy.

$ULTA {{ '2017-08-25T17:49:12+0000' | timeago}} • Webcast

$ULTA is all set to open its new distribution facility in California in the summer of 2018. The company is on track to complete 11 major store remodels and seven re-locations during the year. In 3Q17, a total of 50 new stores are expected to be opened. Ulta forecasts its advertisement expenses to be flat during the remainder of the year.

$ULTA {{ '2017-08-25T17:29:16+0000' | timeago}} • Webcast

$ULTA said its 2Q17 comparable sales growth was driven mainly by the prestige cosmetics brand, supported by enhanced marketing initiatives and strong e-commerce growth. About 1.4MM new members were added to the loyalty program in 2Q17. Ulta expects to benefit from contributions from its recently launched products in the second half of 2017.

$ULTA {{ '2017-08-24T21:48:48+0000' | timeago}} • Infographic

$ULTA Ulta Beauty, Inc. Earnings AlphaGraphics: Q2 2017 highlights

$ULTA {{ '2017-08-24T20:40:19+0000' | timeago}} • Announcement

For 3Q17, $ULTA expects to record net sales between $1.33BIl and $1,35Bil. Comparable sales are forecast to grow in the 9-11% range. The company is looking for third quarter earnings in the range of $1.63 per share to $1.68 per share.

$ULTA {{ '2017-08-24T20:37:39+0000' | timeago}} • Announcement

$ULTA has raised its FY17 comparable sales growth outlook to 10-11% from the previous forecast of 9-11%. Full year EPS is expected to grow in the high twenties percentage range, compared to the previous guidance of mid-twenties percentage range. The company expects e-commerce sales to expand in the 50-60% range, compared to previous guidance of 50.

$ULTA {{ '2017-08-24T20:27:33+0000' | timeago}} • Announcement

Cosmetics store operator $ULTA reported a 12% increase in 2Q17 comparable sales, amidst robust market share gains, which resulted in improved margins. The sales growth was supported by strong transaction and ticket growth. Sales advanced 21% to $1.29Bil, lifting net profit by 27% to $114MM. Earnings per share rose to $1.83 from $1.43 last year.

$ULTA {{ '2017-05-25T21:57:13+0000' | timeago}} • Webcast

For 2Q17, $ULTA expects operating margin to be flat, gross profit to be up a little bit and SG&A to be down a little bit. For 3Q17, the company estimates to have pressure on the gross profit, because of the higher rent of the stores. $ULTA expects more leverage in 4Q17.

$ULTA {{ '2017-05-25T21:38:28+0000' | timeago}} • Webcast

$ULTA said that ulta.com team delivered 70.9% growth in ecommerce business during 1Q17. This was the highest quarterly growth rate for $ULTA's ecom business since 1Q14. The number of omnichannel loyalty members continue to increase and now represent 8.6% of the members. Total traffic growth was up 77% and mobile traffic rose 107%.

$ULTA {{ '2017-05-25T21:24:00+0000' | timeago}} • Webcast

During 1Q17, $ULTA acquired 1.1MM net new loyalty members, bringing the ultimate rewards program to 24.5MM active members. This represents year-over-year growth of 26% due to the healthy traffic in the stores, supported by the merchandising and marketing efforts. The company expects loyalty membership to grow well above the square footage growth.

$ULTA {{ '2017-05-25T20:57:41+0000' | timeago}} • Infographic

$ULTA Ulta Salon, Cosmetics & Fragrance, Inc. Earnings AlphaGraphics: Q1 2017 highlights

$ULTA {{ '2017-05-25T20:50:07+0000' | timeago}} • Announcement

During 1Q17, $ULTA opened 18 stores and closed two stores. The company ended 1Q17 with 990 stores. Square footage increased 12% to 10,433,185 compared to 1Q16.

$ULTA {{ '2017-05-25T20:47:04+0000' | timeago}} • Announcement

For 2Q17, $ULTA expects net sales to be $1.257-1.278Bil and comparable sales to increase 10-12%. Diluted EPS is estimated to be $1.72-1.77.

$ULTA {{ '2017-05-25T20:45:51+0000' | timeago}} • Announcement

$ULTA increased its outlook for FY17. Now, the company expects EPS to grow in the mid-20s percent range compared to previous guidance of low 20s percent range. $ULTA expects to open 100 net new stores, remodel 11 locations and relocate 6 stores in FY17.

$ULTA {{ '2017-05-25T20:35:21+0000' | timeago}} • Announcement

$ULTA reported a 40% increase in 1Q17 profit, helped by higher sales. Net income surged to $128.2MM or $2.05 per share from $92MM or $1.45 per share in the prior year quarter. Sales increased 22.5% to $1.315Bil and comparable sales increased 14.3%.

$ULTA {{ '2017-03-09T22:45:03+0000' | timeago}} • Webcast

During 4Q16, $ULTA saw a 10.9% growth in transactions and 5.7% growth in average ticket. Capex for 4Q16 was $93MM driven by the new store opening program, systems and fixtures for prestige brand expansions. The company ended 4Q16 with $415MM in cash and short-term investments.

$ULTA {{ '2017-03-09T22:36:22+0000' | timeago}} • Webcast

In $ULTA’s services business, salon sales increased 15.2% and comps 8.8% during 4Q16 with strength in hair coloring and makeup services. E-commerce sales grew 63.4%. The company opened 25 stores in 4Q16 to end FY16 with 974 stores. New store productivity was strong.

$ULTA {{ '2017-03-09T21:44:11+0000' | timeago}} • Infographic

$ULTA ULTA Salon Earnings AlphaGraph: Q4 2016 Highlights

$ULTA {{ '2017-03-09T21:29:08+0000' | timeago}} • Announcement

For 1Q17, $ULTA expects net sales of $1.24-1.26Bil. Comparable sales, including e-commerce sales, are expected to increase 9-11%. Diluted EPS is estimated to be $1.75-1.80.

$ULTA {{ '2017-03-09T21:26:30+0000' | timeago}} • Announcement

For FY17, $ULTA expects comparable sales growth of approx. 8-10% and e-commerce sales growth in the 40% range.  The company plans to open about 100 net new stores and remodel 13 locations. $ULTA expects EPS growth in the low twenties percentage range, including the impact of the 53rd week and the impact of about $300MM in share repurchases.

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