Ulta's Investments Expected to Gain Traction This Year -- Market Talk

Dow Jones03-14 02:42

1441 ET - Ulta Beauty should gain traction in fiscal 2026 as it reaps the benefits of investments in new products and channels, according to Raymond James in a note. Across the beauty category, "consumers remain willing to spend when there is compelling newness," analysts Olivia Tong and Lillian Moffett say. They expect that trend to continue, helping Ulta, which generates about 20% to 30% of growth from new products annually, they say. Additionally, Ulta's recent launch on TikTok shop should expand its reach with Gen Z and Gen Alpha, while also growing its e-commerce mix from its current 20% share of sales, they say. The beauty retailer has a "stronger toolbox to support more sustainable compounding from here," the analysts say, backing their strong buy rating on the stock. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 13, 2026 14:42 ET (18:42 GMT)

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