Ulta Beauty's Q4 Surge: Skincare & Wellness Lead Growth
Raleigh News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Ulta Beauty exceeded expectations with a 5.8% increase in comparable sales in Q4 FY2025, despite tariff hikes, driven by higher transactions and spending. Skin care, wellness, hair care, and fragrance led growth, while makeup saw a slight slowdown. Foot traffic fluctuated but rose in January. Ulta launched its Unleashed strategy, focusing on store updates, wellness expansion, and digital growth. They predict 2.5-3.5% comparable sales growth for FY2026, with no significant promotions but potential price adjustments. Ulta entered TikTok Shop to attract younger customers, ending their Target partnership amid intense competition from Amazon and Sephora.
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