$ULTA — ADD 📊

$ULTA — ADD 📊 Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. 🎯 Q2 2026 | Rev $3B | EPS $7.74 vs $6.89 🟢 💡 Consensus expected decelerating beauty spend due to macro pressures, but ULTA's premium offering and loyalty program are driving stickiness; the 12% beat reveals underestimated earnings power, and forward estimates have not yet fully adjusted, creating upside to consensus FY EPS. 📉 Reward/Risk: 2.0:1 🏢 Business Quality: 8/10 📊 Valuation: fair - Current P/E of 17.6x sits at historical median, EV/EBITDA ~12x, and FCF yield ~5.5%, all in line with peers and history; not expensive, but... 🔮 Catalyst: Analyst estimate revisions post-earnings 💰 Entry: $465, stop $440, target $515 📊 Our read: ADD. Full analysis → https://stockduty.xyz/s/ULTA0623

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait.