Ulta Beauty, Inc.

ULTAleader

Ulta Beauty is the largest US specialty beauty retailer, operating ~1,400 stores that combine mass and prestige beauty products under one roof, plus salon services. Its Ultamate Rewards loyalty program has over 42M active members.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($11.2B)

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Product Sales (93%)

Services (Salon) (7%)

Segment Breakdown & Key Customers

Product Details

Cosmetics & Color42%

Mass and prestige cosmetics including MAC, Fenty, Urban Decay, and exclusive Ulta beauty products.

Skincare20%

Full spectrum of drugstore to luxury skincare brands.

Haircare & Styling24%

Professional hair products, appliances, and in-store salon services.

Fragrance & Bath14%

Perfumes, body care, and bath products.

Supply Chain Relationships

Partners

Target Corporation

Ulta Beauty at Target shop-in-shop

Impact: ~700 Target locations

Key Customers

The Estée Lauder Companies

MAC, Clinique beauty products

Impact: major brand partner

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

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Company Info

Headquarters

Bolingbrook, IL

Founded

1990

Employees

50,000

Website

ulta.com

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