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ULTA

Ulta Beauty

$221.71

-1.39 (-0.62%)

06:54
12/01/17
12/01
06:54
12/01/17
06:54

Ulta Beauty margin decline largely hurricane related, says Loop Capital

Loop Capital analyst Anthony Chukumba kept his Buy rating and $300 price target on Ulta Beauty following Q3 earnings beat. Chukumba says the results were particularly impressive in light of the negative impact from Hurricanes Harvey and Irma, adding that the gross margin decline was largely related to those events. The analyst also notes the 63% rise in e-commerce sales, adding some 370bps to the overall 10.3% rise in comps which accelerated 90bps from Q2 despite the inclement weather.

ULTA Ulta Beauty
$221.71

-1.39 (-0.62%)

11/08/17
11/08/17
DOWNGRADE
Target $15

Underweight
Sally Beauty cut to sell at Morgan Stanley as competition 'catches up'
As previously reported, Morgan Stanley analyst Simeon Gutman downgraded Sally Beauty to Underweight, the firm's equivalent to a sell rating, from Equal Weight. Its retail segment is facing tougher competition while its professional segment is decelerating, he stated. While the stock is down 15% since the company's Q3 report, that does not fully reflect the headwinds Sally Beauty faces amid competitive pressures from Wal-Mart (WMT) Target (TGT), Ulta (ULTA) and drugstores catch up, Gutman tells investors. He lowered his price target on Sally Beauty shares to $15 from $22.
11/21/17
CLVD
11/21/17
NO CHANGE
CLVD
Neutral
Ulta Beauty Q3 trends at the lower-end of guidance, says Cleveland Research
Cleveland Research analyst Daryl Boehringer's checks indicate Ulta Beauty's Q3 comps are being impacted by increased discounting by competitors and softer industry trends in cosmetics. The analyst is modeling Ulta's Q3 comps at up 9%, versus guidance of +9%-11% and Street estimates for up 10.3%. Boehringer continues to expects increased promotional activity and channel discounting and maintains a Neutral rating on Ulta Beauty shares.
11/27/17
LOOP
11/27/17
NO CHANGE
Target $300
LOOP
Buy
Ulta Beauty channel checks see prestige pricing in line, says Loop Capital
Loop Capital analyst Anthony Chukumba previews Thursday's Q3 results for Ulta Beauty (ULTA), saying his EPS forecast is at the high end of the company's guidance. Chukumba says investors will focus on Ulta's comps growth amid increased concerns with department store promotions and competition from Amazon (AMZN) In the prestige cosmetics market. The analyst notes that his channel checks suggest that the company's most recent channel checks suggest prestige prices remain in line with those of major high-end department stores. Chukumba keeps a Buy rating and a $300 price target on Ulta Beauty.
11/27/17
KEYB
11/27/17
NO CHANGE
KEYB
Rapid erosion in physical stores may be abating, says KeyBanc
KeyBanc's research consumer team says that while online remains the key avenue for growth, the rapid erosion in physical store sales may be abating. The analyst noted that strong store checks reinforce their thesis that apparel is back, with the strongest traffic at Urban Outfitters (URBN) and lululemon (LULU). Meanwhile, Wal-Mart (WMT) was able to eschew wrist bands and had solid inventory of doorbusters, while Gap (GPS) saw strong traffic at Old Navy, they contend. Additionally, KeyBanc's team says its channel checks suggest Best Buy (BBY) continues to gain share and drove healthy traffic, while Bed Bath & Beyond (BBBY) offered slightly more aggressive, but still uninspiring, undifferentiated promotions. Moreover, they believe Conn's (CONN) maintains momentum with its credit offering, credit improvement story, and the recovery in the Hurricane Harvey impacted markets. Checks also revealed solid Beauty positioning, with Ulta Beauty (ULTA) as a winner with strong holiday positioning and good traffic on Thursday/Friday, the analysts added.

TODAY'S FREE FLY STORIES

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CME

CME Group

$151.07

0.65 (0.43%)

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SPPI

Spectrum

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SO

Southern Company

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BHP

BHP Billiton

$43.08

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Exxon Mobil

$83.03

0.13 (0.16%)

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$43.08

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BDRBF

Bombardier

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TWX

Time Warner

$90.25

0.6 (0.67%)

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CMCSA

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CMCSK

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SNE

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$44.84

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FOX

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FOXA

21st Century Fox

$34.99

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LGF.A

Lionsgate

$32.99

0.49 (1.51%)

DIS

Disney

$111.27

0.7 (0.63%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

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EQIX

Equinix

$457.85

-2.5 (-0.54%)

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MET

MetLife

$51.41

-1.08 (-2.06%)

17:11
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Metlife failed to pay some pensions, Reuters reports »

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GM

General Motors

$40.95

0.14 (0.34%)

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TCEHY

Tencent

$50.31

-0.231 (-0.46%)

, BABA

Alibaba

$173.55

1.8 (1.05%)

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TCEHY

Tencent

$50.31

-0.231 (-0.46%)

BABA

Alibaba

$173.55

1.8 (1.05%)

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AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

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HUM

Humana

$253.64

3.03 (1.21%)

, KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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HUM

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$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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ORCL

Oracle

$48.30

-1.89 (-3.77%)

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CSX

CSX

$52.93

-4.38 (-7.64%)

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VRX

Valeant

$19.71

0.03 (0.15%)

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KMF

Kayne Anderson Midstream/Energy Fund

$13.78

0.09 (0.66%)

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KYN

Kayne Anderson MLP

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KED

Kayne Anderson Energy

$16.68

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KYE

Kayne Anderson Energy

$10.19

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CSX

CSX

$52.93

-4.38 (-7.64%)

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CBOE

CBOE Holdings

$126.37

0.31 (0.25%)

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DIS

Disney

$111.27

0.7 (0.63%)

, FOXA

21st Century Fox

$34.99

0.11 (0.32%)

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DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

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ALK

Alaska Air

$70.83

1.44 (2.08%)

10:53
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ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

10:42
12/16/17
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