Ulta, Koty, Elf -beautiful elf stumble that can be restored? News ad

Nevertheless, retail and wholesale of beauty were in a stable decrease, and losses are accelerated in 2025. As soon as the beloved Wall Steztin, Ulta Beauty Inc. NASDAQ: ULTA He finished 2024 by 11.24% and has currently decreased by 16.05% YTD. Coty Inc. NYSE: Koty Worst of all, closing 2024 with 43.96% of the loss and sliding 19.83% YTD. Elf Beauty Inc. NYSE: ELF He also fought, finished 2024 with a fall of 13.02%.

The largest loser in 2025 is ELF Beauty, which fell by 41.86% YTD as of February 14, 2025. Although the gross beginning of the sector was something else other than glamorous, beauty could approach the surrender point – at least one. For a potential return this year.

Ulta Beauty: Acting retailer giant

Ulta Beauty-sorcerer in the country of beauty production, selling mass and high-class premium cosmetics, skin care, aromas and hair care products in all 50 states for 1385 seats.

The company even has shops in Select Target Co. NYSE: TGT Magicians.

The annual growth rate for Ulta Beauty was 17% since 2010, while the operating margin sequentially in the range from 12 to 15%. Of the five categories, including cosmetics, skin care, bathroom and aroma and hair care, skin care was the strongest growth driver in CAGR 19.3%.

ULTA reports on solid income FQ3 and increased leadership

Ulta Beauty announced the financial Q3 2025 EPS $ 5.14, exceeding consensus estimates by 61 centers. Revenue increased by 1.7% by a year to 2.53 billion dollars, exceeding consensus estimates by $ 2.5 billion. Complars in the same store grew by 0.6% year. The company examined the normalization in the beauty industry, since customers are still focused on extracting the maximum degree of their tightening budgets.

Ulta Beauty has released a potential manner in growth by 2025 with the financial year with EPS from 23.20 to 23.75 US dollars, compared with $ 22.60 to 23.50 dollars. . USA against 11.17 billion dollars. USA. The company expects COMPS to be negative 1% to fixed.

Koty: Counter Counter Pockets, causing the upper and lower miss

Koti is a manufacturer of cosmetic goods, as well as a licensor of aromatic brands. Koti saw weakness in China, which led to weak sales of his color cosmetics. Prestigious aromas continued to exceed. Prestige Prestige Portfolio of Brands includes Tiffany & Co. Burberry, Calvin Klein, Cloe, Davidoff, Gucci, Hugo Boss, Joop!, Kylie Cosmetics, Lancaster, Marc Jacobs and Skkn.

Koti said that the financial q2 2025 EP 11 cents, the missing consensus estimates for 10 cents. Revenue fell by 3.3% to 1.67 billion dollars. The United States, which also missed consensus estimates of $ 1.72 billion. The company produced in accordance with the EPS in the fiscal financial year in 2025 50 cents up to 52 cents against 52 centers.

CEO Sue Nabi commented: “The pressure in the pockets of our business, which we discussed in detail in the last call of income, namely in China, Travel Retail Asia, Australia and in the consumer beauty of the United States, cumulatively influenced us even more in the second quarter.”

Elf beauty: Fly too close to the sun

Elf Beauty shareholders were on a trip to the American hill, as the shares grew to $ 221.83 in 2024, but since then they parted to 52-week minimums for recent Miss Earnings. Elf Beauty is also a manufacturer of cosmetic and skin care under its elven cosmetics, elven skin, good people, Soulcare keys and natural brands.

The company’s products had an ideal storm buzz on social networks, Gen-Z buyers, cost, quality and accessibility in the inclusive era. Nevertheless, the action unfolded as quickly as it grew. Even when selling, the shares are still traded on the P/E 43.2, which is much higher than on average 24.3 in the industry, and the cash flow from the price of 173.4, which is much higher than the average for the industry. 05.22.

The higher they go, the harder they fall

ELF Beauty announced the financial Q3 2025 EPS 74 cents, missed estimates for 2 cents. The revenue still increased impressively by 31.2% to 355.3 million dollars. USA, crushing 330.4 million dollars. USA. FQ3 was 24^tour The consistent quarter of the growth of revenue, since the share of the US market has increased by 220 b. .. Softer than expected, consumption trends at the beginning of the calendar year of 2025 are associated with the category of reduction. The company reduced its prospects for net sales in the 4th quarter to a negative range from 1% to 2%,

Elf Beauty reduced its management for the financial year in 2025 per share from 3.27 to $ 3.32, compared with earlier estimates from $ 3.47 to $ 3.53 compared to the estimates of the consensus of 3.60 Dol. USA. It is expected that the revenue in 2025 will be from 1.300 to 1.310 billion dollars. The United States, compared with the previous estimate from $ 1.315 to $ 1.335 billion. USA against $ 1.34 billion.

ELF General Director Mandy Fields commented: “Given the softer than expected, the trends in January in January we use a cautious approach and reduce our view of the last quarter of our financial year. Our updated prospects for the 2025 financial year reflect the expected increase in net sales in annual calculus by 27-28% compared to the expected increase by 28-30% earlier. ”

The bottom line: Ult is released for return in 2025.

The beauty sector fought in 2025 with ULTA, COTY and ELF Beauty, which are faced with a steep decline. While problems are saved, Ulta Beauty looks best suited for the rebound. Unlike Coty and ELF, ULTA benefits from a variety of products, strong loyalty of customers and growing digital participation.

From 44.4 million active participants in loyalty and sustainable income, ULTA has the basis for meeting weather conditions better than its peers. The elf is still traded in a premium assessment, while the impact of cat on international markets adds risk.

For investors seeking stability in the beauty sector, ULTA may be the best choice for a coup in 2025.

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