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

Why This Matters

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...

July 8, 2025
12:12 AM
2 min read
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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. But a new D.

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. All rights reserved.

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