Ulta Beauty is starting to separate itself from the competition, analyst says
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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...
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investment
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July 8, 2025
12:12 AM
MarketWatch
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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
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
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