How Olive & June’s Ulta Rollout Shapes Ulta Beauty’s (ULTA) At-Home Nail Strategy

Simply Wall St.01-21

Olive & June announced its nationwide debut at Ulta Beauty, rolling out a full DIY nail care destination to 600 U.S. stores and Ulta.com from January 18, 2026, including an Ulta-exclusive deluxe Gel ...

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This partnership brings what Ulta Beauty describes as the fastest-growing nail brand in MULO and the No. 2 press-ons into its assortment, reinforcing the retailer’s focus on accessible, at-home beauty solutions. We’ll now examine how adding Olive & June’s at-home nail offering across hundreds of locations could influence Ulta Beauty’s broader investment narrative. Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.AdvertisementWhat Is Ulta Beauty's Investment Narrative?For Ulta Beauty, the core shareholder thesis still rests on a large, profitable beauty retail platform with high returns on equity and an active buyback program, even if revenue and earnings growth expectations are moderate rather than explosive. Recent results and guidance point to steady, though not rapid, expansion, and the stock already trades at a premium to both its own modeled fair value and the broader specialty retail group. Against that backdrop, the Olive & June rollout looks more like an incremental positive than a thesis-changing event: it reinforces Ulta’s push into at-home, accessible beauty, supports category relevance, and may help traffic, but on its own it is unlikely to move the needle on near term companywide revenue or margins. The bigger near term swing factors still look to be execution under a relatively new management team and how well Ulta defends profitability in a competitive, promotion-prone category. At the same time, the high share price relative to several fair value estimates keeps valuation risk front and center for new investors. Yet behind Ulta’s strong returns, valuation and execution risks remain easy to overlook. Ulta Beauty's shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.Exploring Other PerspectivesULTA 1-Year Stock Price Chart Eight members of the Simply Wall St Community currently see Ulta’s fair value between about US$382 and US$603 per share, underscoring very different expectations. Set against a premium share price and a business still reliant on consistent in store execution, those gaps in opinion highlight why it can help to weigh several perspectives before deciding how Ulta might fit in a portfolio.Explore 8 other fair value estimates on Ulta Beauty - why the stock might be worth as much as $603.43!Build Your Own Ulta Beauty NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Ulta Beauty research is our analysis highlighting 1 key reward that could impact your investment decision.Our free Ulta Beauty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ulta Beauty's overall financial health at a glance.Curious About Other Options?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:These 9 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.The latest GPUs need a type of rare earth metal called Terbium and there are only 30 companies in the world exploring or producing it. Find the list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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