Investment
MarketWatch

Ulta Beauty is starting to separate itself from the competition, analyst says

July 8, 2025
12:12 AM
2 min read
AI Enhanced
moneyfinancialconsumer discretionaryretailmarket cyclesseasonal analysismarket

Key Takeaways

In recent months, cosmetics chain Ulta Beauty has faced competition from retail giants like Amazon, Walmart and Target, and some analysts on Wall Street have said its shelf selection has leaned too he...

Article Overview

Quick insights and key information

Reading Time

2 min read

Estimated completion

Category

investment

Article classification

Published

July 8, 2025

12:12 AM

Source

MarketWatch

Original publisher

Key Topics
moneyfinancialconsumer discretionaryretailmarket cyclesseasonal analysismarket

Advanced ➔ Results The Ratings GameUlta Beauty is starting to separate itself from the competition, analyst says‘Ulta seems to have more differentiation versus competitors than what we saw in January,’ D

Davidson analyst saysLast d: July 7, 2025 at 8:12 p

ETFirst Published: July 7, 2025 at 3:47 p

ETResizeListen(3 min)Ulta Beauty’s stock is up 9% so far this year

Photo: Getty ImagesIn recent months, cosmetics chain Ulta Beauty Inc

Has faced competition from retail giants Amazon. , Walmart Inc

And Target Corp. , and some analysts on Wall Street have said its shelf selection has leaned too heavily on older brands

Davidson analysis of Ulta’s ULTA best-selling ducts suggests that trend is changing somewhat, thanks in part to the company’s efforts to stock its stores with newer ducts

The Author Bill PetersBill Peters is a Los Angeles-based MarketWatch reporter who covers earnings

Show Conversation (0)Back To TopCopyright © 2025 MarketWatch, Inc

Terms of Use DPrivacy NoticeCookie Notice MarketWatchCustomer Center UsNewsroom RosterVirtual Stock ExchangeMarketWatch GuidesCopyright PolicyManage NotificationsCancel My SubscriptionCompanyDow JonesCode of ConductCorrectionsRes & LicensingDigital Self ServiceYour Ad ChoicesCorporate SubscriptionsAccessibilityDow Jones NetworkThe Wall Street JournalBarron'sInvestor's DailyBigChartsFinancial News Londonrealtor

ComMansion GlobalDow Jones Smart MoneyIntraday Data vided by FACTSET and subject to terms of use

Historical and current end-of-day data vided by FACTSET

All quotes are in local exchange time

Real-time last sale data for U

Stock quotes reflect trades reported through Nasdaq only

Intraday data delayed at least 15 minutes or per exchange requirements.