ULTA stock rallies after a large -scale attack by Q1 and increased forecast News ad

Ulta Beauty Today

$ 475.67 +4.21 (+0.89%)

As of 04:00 on the East

52-week range

$ 309.01

▼

$ 491,98

P/e ratio.

19.03

Value is valuable

$ 460.91

Clients were not the only ones who received emissions from Ulta Beauty Inc. NASDAQ: ULTA Last week, when the company struck expectations in its Q1 2025 income reportreleased on Thursday after the final call.

The upper and lower lines surpassed expectations, surprising analysts and investors, and the shares increased more than 11%to close May for a month.

The shares have now grown by more than 30% from the moment of closing less than 310 US dollars per share on March 13, but what growth remains for a high -quality beauty network? Despite the gloomy technical and constant threat of new tariffs, Ulta Comparable sales growth And strategic initiatives should position a reserve for the solid second half in 2025.

Exhaust quarter caused by impressive sales growth

There were several months for the ultimate, and even a few months ago, Warren Buffete performed on his assets. Nevertheless, in March, the turn began, and the exfoliation of income, which onions shows why investors put forward ULTA shares much higher on Friday. The company announced net sales of $ 2.85 billion. exceeded the consensus of the analytics 2.79 billion dollars. The number of EPS for $ 6.70 also exceeded expectations of $ 0.97, but the real driver was surprisingly strong comparable growth in sales.

Comparable sales include income From shops that were open for at least 14 months, as well as online sales. Analysts expected a cool comparable growth in sales in the first quarter, as the company received reserves for new initiatives, and the survey of moods showed an increase in the number of consumers. Nevertheless, the Ulta high -class clientele did not receive this memo, since the comparable sales growth exceeded the expectation.

Wall Styrite predicted the growth of COMP sales by 0.2%, but the company reported an increase by 2.9%in annual calculus, which is due to a large size of tickets and an increase in transactions by 0.6%. The impressive sales growth allowed the company to comfortably surpass expectations, despite the fact that in fact there was a slight decrease in margin (by 39.1% compared to 39.2% in the previous year).

CEO Kecia Steelman said that the aromas were the most effective category with Double sales growthIt is followed by unambiguous growth from skin care. Services also saw a sales growth in one digit, which is one of the areas where ULTA has an advantage over competing retailers, such as Sephora, which do not offer services in the store. While the growth of COMP sales and the mass rhythm of EPS were in the center of the rally on Friday, this is an update of the leadership that can fuel shares even higher.

Strategic guide to increase the uncertainty of tariffs

Like many companies focused on consumers, tariffs and uncertainty were hot topics during the call. The financial director of Paul Oyibo mentioned that although uncertainty continues to complicates the projects of management, only 1% of the company’s goods come from direct imports. While ULTA shares do not expect that tariffs will experience a lot of marginal pressure, and the continuing economic uncertainty will probably stimulate consumers, and the leaders sought to express their attitude to careful optimism in the remainder of the year.

Steelman CEO quickly noted that one quarter is not equal to the trend, but 2025 Raising leadership It was strategic depending on the fact that they still raised estimates. The company increased the upper border of its sales, companies and EPS forecasts, while maintaining the lower range without changes.

• Pure sales: from 11.5 billion dollars. USA to 11.7 billion dollars. The United States, compared with 11.5 billion US dollars to 11.6 billion dollars. USA
• Sales Compuls: from 0% to 1.5%, compared with 0% to 1%
• Diluted EPS: from 22.65 to 23.20 US dollars, from $ 22.50 to US dollars to US dollars

Expanding ranges are given by companies if the economy worsens in the second half of the year, as well as a space for ascending surprises if Macrosnaby conditions improve. The Ulta Beauty Unleashed plan will also be implemented during the year, which currently includes a loyalty program with 45 million participants and a marketing strategy that is successful in the Super Bowl campaign, a partnership with Beyoncé and release 19 new brands, exclusive for Ulta stores.

Growing price purposes covering complex technical technologies

Analysts entered into force after the ULTA income report, with at least 10 companies Increasing price goals Following an impressive blow. Estimated prices for the target price were received from Morgan Stanley, Robert Bair and Jpmorgan Chase, all of which are now designed growth from 11% to 17% From the closing of shares on Friday.

Even firms with neutral ratings, such as Piper Sandler and Citigroup, increased target prices, but the joint -stock diagram shows that some profit should be expected over the next few sessions.

The shares were transgressed by more than 50% of their decline compared to the record high closure of $ 567 in March 2024, and Golden Cross It is formed, since a 50-day average average violates a 200-day sliding average for the first time since January.

But the relative force index (RSI) has currently jumped out more than 78, hinting that the rally has been bought, and investors can make a profit after Income reportThe field if upwards are reduced in the following several sessions, the best entry points are present on the upcoming days or weeks.

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