Does Bath & Body Works Deal and Index Exit Reshape the Bull Case For Ulta Beauty (ULTA)?

Simply Wall St.07-03

In late June 2026, Bath & Body Works announced a partnership to bring a curated range of its body care and home fragrance products into more than 600 Ulta Beauty stores and Ulta.com, beginning July 12...

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This combination of losing a major index spot while adding a high-profile brand partner highlights how Ulta is reshaping its distribution and product mix at the same time. Next, we’ll examine how the end of Ulta’s Target shop-in-shop partnership could alter that previously optimistic investment narrative. Uncover the next big thing with 20 elite penny stocks that balance risk and reward.AdvertisementUlta Beauty Investment Narrative RecapTo own Ulta Beauty, you need to believe its broad beauty assortment, loyalty program and omnichannel model can keep traffic and spending resilient, even as consumer habits shift. Near term, the key catalyst is how effectively Ulta backfills the upcoming Target exit with new brands and channels, while the biggest risk is margin pressure from higher costs and softer category demand. The Bath & Body Works tie-up and index removal do not fundamentally change that risk/reward focus. The Bath & Body Works partnership is the most relevant recent announcement here, because it speaks directly to Ulta’s ability to refresh its product mix and drive repeat visits without Target. For investors watching catalysts, this kind of high-traffic brand addition sits alongside wellness expansion and exclusive launches as potential offsets to lost Target traffic, while also testing how much Ulta’s store base and online platform can still surprise on customer engagement. Yet beneath these brand wins, there is a cost and store footprint risk that investors should be aware of if Ulta’s traffic trends start to... Read the full narrative on Ulta Beauty (it's free!)Ulta Beauty's narrative projects $14.9 billion revenue and $1.4 billion earnings by 2029. This requires 5.4% yearly revenue growth and about a $0.2 billion earnings increase from $1.2 billion today.Uncover how Ulta Beauty's forecasts yield a $627.25 fair value, a 36% upside to its current price.Exploring Other PerspectivesULTA 1-Year Stock Price Chart Some of the lowest ranked analysts see much tougher conditions than the consensus, expecting only about US$14.7 billion of revenue and US$1.3 billion of earnings by 2029, so if you are worried about rising online competition and pressured margins, this Bath & Body Works deal and the Target exit could be exactly the kind of test that reshapes those more cautious views.Explore 5 other fair value estimates on Ulta Beauty - why the stock might be worth just $566.29!Reach Your Own ConclusionDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Ulta Beauty research is our analysis highlighting 3 key rewards 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?Our daily scans reveal stocks with breakout potential. Don't miss this chance:AI is about to change healthcare. These 40 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 31 companies in the world exploring or producing it. Find the list for free.Invest in the nuclear renaissance through our list of 89 elite nuclear energy infrastructure plays powering the global AI revolution.  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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