
"Sector" = median of Consumer Cyclical across 95 companies
Ulta Beauty is the largest specialty beauty retailer in the United States, offering a wide range of cosmetics, fragrance, skin care, hair care, and salon services. The company operates over 1,400 stores across all 50 states, providing a one-stop destination for mass-market and prestige beauty brands. Ulta differentiates itself by combining a full-service salon within each store, creating a unique shopping experience that blends retail and services.
Revenue is generated primarily from product sales across three categories: cosmetics (the largest segment), skin care, and hair care, along with fragrance and other beauty items. The company also earns from salon services, including hair, skin, and brow treatments. Ulta operates an omnichannel model, with stores contributing the majority of sales and e-commerce growing rapidly. The loyalty program, Ultamate Rewards, drives repeat purchases and customer data insights.
Ulta competes in the specialty retail sector against Sephora (owned by LVMH), department stores like Macy's, and mass retailers such as Target and Walmart. Its key competitive advantage is its hybrid model offering both mass and prestige brands under one roof, plus in-store salons. Ulta holds a leading market share in the U.S. beauty retail space, with strong brand partnerships and exclusive product launches.
The primary customer base is women aged 18-54, with a growing male audience. Ulta targets beauty enthusiasts across income levels by offering products at various price points. Geographically, the company operates exclusively in the United States, with no international presence. Its stores are located in suburban and urban areas, and e-commerce serves customers nationwide.
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Latest saved period: April 2026 · 2026-04-30
Cash dividends by ex-date, not an investment recommendation.
| Ex-date | Amount | Payment date | Period |
|---|---|---|---|
| Mar 16, 2012 | $1.00 | May 15, 2012 | Other |
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