Ulta Says Cosmetics Companies Are Ramping Up Price Hikes -- Market Talk

Dow Jones12-06

1258 ET - Ulta Beauty management says many of its cosmetics brand partners are starting to ramp up price increases related to tariffs. "We saw more brand-driven price increases in Q3 as compared to Q2," Chief Financial Officer Christopher Lialios tells analysts. Several public beauty companies, including e.l.f., Coty and Helen of Troy, have said they plan to increase prices as they take on more tariff-related costs. Lialios says Ulta often sees a short-term benefit when it moves through lower-cost inventory after prices are increased. Eventually, that benefit will fade when Ulta reaches the end of its lower-cost inventory, he says. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

December 05, 2025 12:58 ET (17:58 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2589110558?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-06 01:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2589110558","market":"us","top_or_hot":-1,"title":"Ulta Says Cosmetics Companies Are Ramping Up Price Hikes -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1258 ET - Ulta Beauty management says many of its cosmetics brand partners are starting to ramp up price increases related to tariffs. \"We saw more brand-driven price increases in Q3 as compared to Q2,\" Chief Financial Officer Christopher Lialios tells analysts. Several public beauty companies, including e.l.f., Coty and Helen of Troy, have said they plan to increase prices as they take on more tariff-related costs. Lialios says Ulta often sees a short-term benefit when it moves through lower-cost inventory after prices are increased. Eventually, that benefit will fade when Ulta reaches the end of its lower-cost inventory, he says. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 05, 2025 12:58 ET (17:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ulta Says Cosmetics Companies Are Ramping Up Price Hikes -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUlta Says Cosmetics Companies Are Ramping Up Price Hikes -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-06 01:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1258 ET - Ulta Beauty management says many of its cosmetics brand partners are starting to ramp up price increases related to tariffs. \"We saw more brand-driven price increases in Q3 as compared to Q2,\" Chief Financial Officer Christopher Lialios tells analysts. Several public beauty companies, including e.l.f., Coty and Helen of Troy, have said they plan to increase prices as they take on more tariff-related costs. Lialios says Ulta often sees a short-term benefit when it moves through lower-cost inventory after prices are increased. Eventually, that benefit will fade when Ulta reaches the end of its lower-cost inventory, he says. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 05, 2025 12:58 ET (17:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1169589451.USD","symbol_name":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589110558","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589110558","pubTimestamp":1764957480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1258 ET - Ulta Beauty management says many of its cosmetics brand partners are starting to ramp up price increases related to tariffs. \"We saw more brand-driven price increases in Q3 as compared to Q2,\" Chief Financial Officer Christopher Lialios tells analysts. Several public beauty companies, including e.l.f., Coty and Helen of Troy, have said they plan to increase prices as they take on more tariff-related costs. Lialios says Ulta often sees a short-term benefit when it moves through lower-cost inventory after prices are increased. Eventually, that benefit will fade when Ulta reaches the end of its lower-cost inventory, he says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","ULTA":"Ulta美容","BK4200":"专卖店"},"translate_title":"Ulta表示化妆品公司正在加大提价力度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ULTA":0.9},"content_text":"1258 ET - Ulta Beauty management says many of its cosmetics brand partners are starting to ramp up price increases related to tariffs. \"We saw more brand-driven price increases in Q3 as compared to Q2,\" Chief Financial Officer Christopher Lialios tells analysts. Several public beauty companies, including e.l.f., Coty and Helen of Troy, have said they plan to increase prices as they take on more tariff-related costs. Lialios says Ulta often sees a short-term benefit when it moves through lower-cost inventory after prices are increased. Eventually, that benefit will fade when Ulta reaches the end of its lower-cost inventory, he says. (katherine.hamilton@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 05, 2025 12:58 ET (17:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589110558","isCrawlerRequest":true}