Ulta Seen With Attractive Growth as CEO's Strategy Kicks In -- Market Talk

Dow Jones12-09

1457 ET - Ulta boasts strong long-term prospects as it enters a more visible phase of growth under CEO Kecia Steelman, TD Cowen analysts say in a note. Under Steelman, who was promoted to the top role earlier this year, Ulta has improved its store execution, supply chain consistency and go-to-market strategy, the analysts say. Those catalysts should help Ulta win in a growing beauty market and take advantage of its scale through a robust loyalty program and large number of products across categories, they say. "We believe the company is entering a more dynamic and visible phase of its growth story," they say, upgrading their rating to buy from hold with a price target of $725, up from $600 previously. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 14:57 ET (19:57 GMT)

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Those catalysts should help Ulta win in a growing beauty market and take advantage of its scale through a robust loyalty program and large number of products across categories, they say. \"We believe the company is entering a more dynamic and visible phase of its growth story,\" they say, upgrading their rating to buy from hold with a price target of $725, up from $600 previously. 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