Ulta Beauty's Upcoming Rare Beauty Launch Raises Confidence in Company's Pipeline, Oppenheimer Says

MT Newswires Live01-21 00:03

Ulta Beauty's (ULTA) upcoming launch of the Rare Beauty brand and incremental top-line benefits from merchandising efforts to digital initiatives raise confidence in the company's fiscal 2026 innovation pipeline, Oppenheimer said in a Tuesday note.

Oppenheimer said it is lifting its estimates on the company to reflect a "likely strong" holiday season, top-line benefits and that its model now incorporates an approximate $0.30 less accretion in fiscal 2027 related to share buybacks following the major re-rating in shares.

The brokerage further said its latest round of checks in Orlando, Florida and Northern new Jersey showed limited post-holiday clearance and continued solid store conditions.

Oppenheimer added that it is closely monitoring promotions that would characterize the Ulta Beauty's working environment as fairly consistent year-on-year, that would abode well for the company's holiday season performance.

The firm rated Ulta Beauty as outperform with a $750 price target.

Price: 669.62, Change: +6.13, Percent Change: +0.92

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/2605117590?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-21 00:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2605117590","market":"us","top_or_hot":-1,"title":"Ulta Beauty's Upcoming Rare Beauty Launch Raises Confidence in Company's Pipeline, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> Ulta Beauty's (ULTA) upcoming launch of the Rare Beauty brand and incremental top-line benefits from merchandising efforts to digital initiatives raise confidence in the company's fiscal 2026 innovation pipeline, Oppenheimer said in a Tuesday note.</p><p>Oppenheimer said it is lifting its estimates on the company to reflect a \"likely strong\" holiday season, top-line benefits and that its model now incorporates an approximate $0.30 less accretion in fiscal 2027 related to share buybacks following the major re-rating in shares.</p><p>The brokerage further said its latest round of checks in Orlando, Florida and Northern new Jersey showed limited post-holiday clearance and continued solid store conditions.</p><p>Oppenheimer added that it is closely monitoring promotions that would characterize the Ulta Beauty's working environment as fairly consistent year-on-year, that would abode well for the company's holiday season performance.</p><p>The firm rated Ulta Beauty as outperform with a $750 price target.</p><p>Price: 669.62, Change: +6.13, Percent Change: +0.92</p></body></html>","source":"mtnewswires_news","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 Beauty's Upcoming Rare Beauty Launch Raises Confidence in Company's Pipeline, Oppenheimer Says</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 Beauty's Upcoming Rare Beauty Launch Raises Confidence in Company's Pipeline, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-21 00:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Ulta Beauty's (ULTA) upcoming launch of the Rare Beauty brand and incremental top-line benefits from merchandising efforts to digital initiatives raise confidence in the company's fiscal 2026 innovation pipeline, Oppenheimer said in a Tuesday note.</p><p>Oppenheimer said it is lifting its estimates on the company to reflect a \"likely strong\" holiday season, top-line benefits and that its model now incorporates an approximate $0.30 less accretion in fiscal 2027 related to share buybacks following the major re-rating in shares.</p><p>The brokerage further said its latest round of checks in Orlando, Florida and Northern new Jersey showed limited post-holiday clearance and continued solid store conditions.</p><p>Oppenheimer added that it is closely monitoring promotions that would characterize the Ulta Beauty's working environment as fairly consistent year-on-year, that would abode well for the company's holiday season performance.</p><p>The firm rated Ulta Beauty as outperform with a $750 price target.</p><p>Price: 669.62, Change: +6.13, Percent Change: +0.92</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ULTA","symbol_name":"Ulta美容","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2605117590","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605117590","pubTimestamp":1768925037,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Ulta Beauty's (ULTA) upcoming launch of the Rare Beauty brand and incremental top-line benefits from merchandising efforts to digital initiatives raise confidence in the company's fiscal 2026 innovati","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ULTA":"Ulta美容","LU0823411888.USD":"法巴消费创新基金 Cap","BK4200":"专卖店","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4127":"投资银行业与经纪业","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","OPY":"奥本海默控股"},"translate_title":"奥本海默表示，Ulta Beauty即将推出的稀有美容产品增强了人们对公司产品线的信心","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OPY":1.5,"ULTA":1},"content_text":"Ulta Beauty's (ULTA) upcoming launch of the Rare Beauty brand and incremental top-line benefits from merchandising efforts to digital initiatives raise confidence in the company's fiscal 2026 innovation pipeline, Oppenheimer said in a Tuesday note.Oppenheimer said it is lifting its estimates on the company to reflect a \"likely strong\" holiday season, top-line benefits and that its model now incorporates an approximate $0.30 less accretion in fiscal 2027 related to share buybacks following the major re-rating in shares.The brokerage further said its latest round of checks in Orlando, Florida and Northern new Jersey showed limited post-holiday clearance and continued solid store conditions.Oppenheimer added that it is closely monitoring promotions that would characterize the Ulta Beauty's working environment as fairly consistent year-on-year, that would abode well for the company's holiday season performance.The firm rated Ulta Beauty as outperform with a $750 price target.Price: 669.62, Change: +6.13, Percent Change: +0.92","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","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/2605117590","isCrawlerRequest":true}