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Ulta Beauty Kicks Off Fiscal 2025 with Sales Growth, Strong EPS, and Updated Full-Year Guidance
Ulta Beauty has reported first-quarter fiscal 2025 results showing a 4.5% rise in net sales to US$2.85 billion and a 2.9% lift in comparable sales, driven by higher average ticket sizes and steady transaction growth The post Ulta Beauty Kicks Off Fiscal 2025 with Sales Growth, Strong EPS, and Updated Full-Year Guidance appeared first on Global Cosmetics News.
THE WHAT? Ulta Beauty has reported first-quarter fiscal 2025 results showing a 4.5% rise in net sales to US$2.85 billion and a 2.9% lift in comparable sales, driven by higher average ticket sizes and steady transaction growth. Net income came in at US$305.1 million, delivering diluted earnings per share of US$6.70, beating last year’s US$6.47. Alongside the results, Ulta raised its full-year EPS guidance, reflecting confidence in its Ulta Beauty Unleashed strategy despite an uncertain consumer environment.
THE DETAILS Gross profit for the quarter grew 4.2% to US$1.11 billion, although margins dipped slightly to 39.1%, impacted by store and supply chain cost pressures. SG&A expenses rose 6.7%, linked to higher store payroll and expenses, though corporate overhead leverage provided some offset. Ulta added six net new stores, remodeled four, and relocated two, ending Q1 with 1,451 stores. Inventory rose 11.3% to support new brand launches and category expansion. The company also repurchased nearly US$359 million in shares during the quarter, leaving US$2.3 billion authorized for future buybacks. Updated fiscal 2025 guidance now anticipates net sales of US$11.5–11.7 billion and EPS between US$22.65 and US$23.20.
THE WHY? Ulta’s Q1 performance underscores the enduring strength of the U.S. beauty and personal care market, even as broader consumer spending patterns remain fluid. Innovation, new brand launches, and expanded category investments are helping the retailer maintain momentum in a competitive landscape. With its beauty-focused retail model, agile omnichannel strategy, and solid balance sheet, Ulta is well-positioned to capture further market share, deepen consumer loyalty, and sustain growth in the year ahead. For beauty brands and partners, Ulta’s updated outlook signals confidence in continued U.S. beauty category resilience and the ongoing importance of retail partnerships.
Source: businesswire
The post Ulta Beauty Kicks Off Fiscal 2025 with Sales Growth, Strong EPS, and Updated Full-Year Guidance appeared first on Global Cosmetics News.
