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ULTA

Ulta Beauty

$221.71

-1.39 (-0.62%)

08:14
12/01/17
12/01
08:14
12/01/17
08:14

Ulta Beauty price target lowered to $235 after 'mixed bag' Q3 at Morgan Stanley

Morgan Stanley analyst Simeon Gutman said Ulta Beauty offered a "mixed bag" in terms of its Q3 results, with in-line comparable sales growth but much weaker gross margins than it has had in some time. The analyst, who said competitive pressures seem to be intensifying, lowered his price target on Ulta to $235 from $245 and keeps an Equal Weight rating on the shares.

ULTA Ulta Beauty
$221.71

-1.39 (-0.62%)

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.
12/01/17
LOOP
12/01/17
NO CHANGE
Target $300
LOOP
Buy
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.
12/01/17
JEFF
12/01/17
NO CHANGE
Target $140
JEFF
Buy
Ulta Beauty earnings report positive for Estee Lauder, says Jefferies
Jefferies analyst Stephanie Wissink says Ulta Beauty's (ULTA) Q3 earnings report last night had positive read-throughs for Estee Lauder (EL), as MAC and Clinique were cited as major contributors to the company's 10.3% reported comp. The reception to MAC in stores has been strong and Ulta hinted at further expansion in 2018, Wissink tells investors in a research note. The analyst keeps a Buy rating on Estee Lauder with a $140 price target.
12/01/17
COWN
12/01/17
NO CHANGE
Target $246
COWN
Outperform
Ulta Beauty price target lowered to $246 from $336 at Cowen
Cowen analyst Oliver Chen lowered his price target on Ulta Beauty to $246 from $336 but he believes the company's business model remains intact. He believes the stock will be weaker over the next few days as the Street digests its lowered guidance, but he is maintaining his Outperform rating given his conviction that makeup softness is temporary and treatable, its customer loyalty and store format is sustainable, and its vendor relationships remain a competitive moat.

TODAY'S FREE FLY STORIES

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RIOT

Riot Blockchain

$23.08

7.22 (45.52%)

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TWTR

Twitter

$21.88

-0.175 (-0.79%)

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LLY

Eli Lilly

$86.39

-0.28 (-0.32%)

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FDC

First Data

$16.60

0.175 (1.07%)

13:02
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First Data management to meet with Craig-Hallum »

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WLL

Whiting Petroleum

$24.33

-1.2431 (-4.86%)

13:01
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12/12
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Downgrade
Whiting Petroleum rating change  »

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12:55
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FCC to ho ld a council meeting »

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RPD

Rapid7

$18.77

0.03 (0.16%)

12:55
12/12/17
12/12
12:55
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12:55
Conference/Events
Rapid7 to host analyst day »

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  • 12

    Dec

EPAY

Bottomline Technologies

$33.86

0.08 (0.24%)

12:54
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12:54
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12:54
Conference/Events
Bottomline Technologies management to meet with Craig-Hallum »

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  • 13

    Dec

SPX

S&P 500

, SPY

SPDR S&P 500 ETF Trust

$267.13

0.82 (0.31%)

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Senator Paul says tax cuts 'are never the problem' »

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SPX

S&P 500

SPY

SPDR S&P 500 ETF Trust

$267.13

0.82 (0.31%)

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12:50
12/12/17
12/12
12:50
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12:50
General news
Senator Rand Paul tweet »

Senator Rand Paul tweet…

SPX

S&P 500

, SPY

SPDR S&P 500 ETF Trust

$266.94

0.63 (0.24%)

12:45
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Hot Stocks
Senator Paul tweets opposition to bills that add to deficit »

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SPX

S&P 500

SPY

SPDR S&P 500 ETF Trust

$266.94

0.63 (0.24%)

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IBM

IBM

$157.33

1.92 (1.24%)

12:45
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Options
IBM call volume above normal and directionally bullish »

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  • 12

    Dec

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General news
Treasury 30-year auction preview: the auction is likely to see average results »

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KMT

Kennametal

$47.39

1.43 (3.11%)

12:20
12/12/17
12/12
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Earnings
Kennametal sees FY21 adjusted sales growing to $2.5B-$2.6B »

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  • 12

    Dec

KMX

CarMax

$67.59

-0.38 (-0.56%)

12:20
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Options
Short-term put buying in Carmax »

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  • 21

    Dec

KMT

Kennametal

$47.38

1.415 (3.08%)

12:18
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Earnings
Kennametal sees FY18 adjusted sales $2.2B-$2.275B, consensus $2.24B »

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  • 12

    Dec

$NSD

NASDAQ Market Internals

12:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

12:16
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NYSE market internals summary »

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FNF

FNF Group

$40.39

-0.24 (-0.59%)

12:15
12/12/17
12/12
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12:15
Conference/Events
FNF Group management to meet with Piper Jaffray »

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  • 13

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Conference/Events
Morgan Stanley consumer/tobacco analyst has an analyst/industry conference call »

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VLKAY

Volkswagen

$40.48

0.38 (0.95%)

12:10
12/12/17
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12:10
Periodicals
VW-owned Scania appeals EUR880M EU fine over price fixing, Reuters reports »

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AKS

AK Steel

$5.37

-0.035 (-0.65%)

12:10
12/12/17
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Options
Change of sentiment in AK Steel »

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CMCSA

Comcast

$38.44

0.49 (1.29%)

, DIS

Disney

$107.25

0.42 (0.39%)

12:06
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CMCSA

Comcast

$38.44

0.49 (1.29%)

DIS

Disney

$107.25

0.42 (0.39%)

FOXA

21st Century Fox

$33.66

0.36 (1.08%)

MMM

3M

$238.36

-0.94 (-0.39%)

BA

Boeing

$289.97

6.81 (2.41%)

GLYC

GlycoMimetics

$14.32

-0.65 (-4.34%)

STX

Seagate

$40.47

-0.02 (-0.05%)

OAS

Oasis Petroleum

$8.63

-1.43 (-14.21%)

CASY

Casey's General Stores

$121.25

-3.56 (-2.85%)

FOX

21st Century Fox

$33.27

0.3 (0.91%)

CMCSK

Comcast

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