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ULTA

Ulta Beauty

$241.29

-1.2 (-0.49%)

, SBH

Sally Beauty

$15.31

0.16 (1.06%)

10:32
08/29/18
08/29
10:32
08/29/18
10:32

Cowen retail/luxury analyst to hold an analyst/industry conference call

Retail and Luxury Analyst Chen provides a bull/bear analysis of the Retail and Luxury Industry, including Ulta Beauty (ULTA), Sally Beauty (SBH) and e.l.f. Beauty cosmetics (ELF), on an Analyst/Industry conference call to be held on August 29 at 11 am.

ULTA

Ulta Beauty

$241.29

-1.2 (-0.49%)

SBH

Sally Beauty

$15.31

0.16 (1.06%)

ELF

e.l.f. Beauty

$13.13

-0.11 (-0.83%)

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ULTA Ulta Beauty
$241.29

-1.2 (-0.49%)

08/28/18
PIPR
08/28/18
NO CHANGE
Target $270
PIPR
Overweight
Piper positive on Ulta Beauty ahead of Thursday's Q2 results
Piper Jaffray analyst Erinn Murphy has a favorable view of Ulta Beauty ahead of the company's Q2 results on August 30. The analyst attributes the recent 8% pullback in shares to investor concerns on the potential for a slow-down in the category. However, while mass players have seen weaker earnings, prestige beauty trends are holding up strong, Murphy tells investors in a pre-earnings research note. She notes Ulta's traffic was strong in her channel checks throughout the quarter and that she sees no signs of comps slowing relative to Q1. The analyst keeps an Overweight rating on Ulta Beauty with a $270 price target.
08/22/18
OTRG
08/22/18
DOWNGRADE
OTRG
Mixed
Ulta Beauty downgraded to Mixed from Positive at OTR Global
08/20/18
LOOP
08/20/18
NO CHANGE
Target $250
LOOP
Hold
Ulta Beauty Q2 may outperform based on competitor trends, says Loop Capital
Loop Capital analyst Anthony Chukumba is keeping his Hold rating and $250 price target on Ulta Beauty (ULTA) ahead of its Q2 earnings next week, but notes that there may be some upside to his expectations based on the positive recent competitor commentary. The analyst expects investors to focus on the comparable and mass cosmetics sales growth, along with the company's operating margins and future earnings guidance, particularly in light of the slowing sequential comps growth trends over the past 6 quarters and concerns about the Amazon (AMZN) inroads in the prestige cosmetics market.
08/20/18
WELS
08/20/18
NO CHANGE
Target $278
WELS
Outperform
Ulta Beauty price target lowered to $278 from $297 at Wells Fargo
Wells Fargo analyst Ike Boruchow lowered his price target for Ulta Beauty to $278 from $297 as he believes Q2 performance may not have been as robust as originally expected, as his checks indicate a continuation of soft beauty trends and slowdown in traffic to end the quarter. The analyst reiterates an Outperform rating on the shares.
SBH Sally Beauty
$15.31

0.16 (1.06%)

06/20/18
COWN
06/20/18
DOWNGRADE
COWN
Market Perform
Sally Beauty downgraded to Market Perform from Outperform at Cowen
07/16/18
07/16/18
DOWNGRADE
Target $15

Underperform
Sally Beauty downgraded to Underperform on challenges at BofA/Merrill
As previously reported, BofA/Merrill downgraded Sally Beauty to Underperform from Neutral and cut its price target to $15 from $17 given challenges to sales and margin expansion. Analyst Olivia Tong said multiple strategy shifts have yet to drive an improvement in customer traffic despite increasing spend by core consumers, competition from mass retail, specialty, and drug stores has heated up, the online platform remains relatively underdeveloped, and higher leverage reduces capital deployment.
07/16/18
BOFA
07/16/18
DOWNGRADE
BOFA
Underperform
Sally Beauty downgraded to Underperform at BofA/Merrill
06/20/18
06/20/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Starbucks (SBUX) downgraded to Market Perform from Outperform at Telsey Advisory, to Equal Weight from Overweight at Morgan Stanley, and to Neutral from Buy at BTIG. 2. Alarm.com (ALRM) downgraded to Sell from Neutral at Goldman Sachs with analyst Gabriela Borges saying his analysis indicates that new "Do it Yourself" deployments with professional monitoring are 35% cheaper than professionally installed and monitored security systems. 3. Williams-Sonoma (WSM) downgraded to Neutral from Buy at Citi with analyst Kate McShane citing valuation. 4. Oracle (ORCL) downgraded to Neutral from Outperform at Wedbush and to Neutral from Buy at Rosenblatt. 5. Sally Beauty (SBH) downgraded to Market Perform from Outperform at Cowen. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
ELF e.l.f. Beauty
$13.13

-0.11 (-0.83%)

08/09/18
08/09/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Seagate (STX) downgraded to Sell from Neutral at Goldman Sachs by analyst Mark Delaney, who said that while Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market." 2. 21st Century Fox (FOXA) downgraded to Sector Perform from Outperform at RBC Capital by analyst Steven Cahall who noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. 3. e.l.f. Beauty (ELF) downgraded to Hold from Buy at Jefferies by analyst Stephanie Wissink, who said she is disappointed with the company's "sales fall off," which she says "seems more systemic than previously assumed." e.l.f.'s profit advancement will reverse in the second half of the year amid stepped up brand investment. Shares were also downgraded to Underweight from Neutral at Piper Jaffray, who said she sees a "growing risk of shelf-space cuts into 2019" if underlying sales trends do not improve, at Citi to Neutral from Buy and at DA Davidson to Neutral from Buy. 4. Southern Company (SO) downgraded to Underperform from In Line at Evercore ISI by analyst Greg Gordon, who said he believes the shares are still not discounting enough risk after the company announced a $790M after-tax charge related to an increase in the cost estimate for constructing Vogtle Nuclear Plants 3 and 4. Shares were also downgraded to Underperform from Neutral at Credit Suisse, to Equal Weight from Overweight at Barclays and to Neutral from Buy at Guggenheim. 5. Schneider National (SNDR) downgraded to Underperform from Buy at BofA/Merrill by analyst Ken Hoexter, who cited "stretched" relative valuation. The analyst also downgraded Genesee & Wyoming (GWR) to Neutral from Buy, saying recent strength in shares has led to a premium multiple and sees minimal upside. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/09/18
BMOC
08/09/18
NO CHANGE
Target $13
BMOC
Market Perform
e.l.f. Beauty price target lowered to $13 from $19 at BMO Capital
BMO Capital analyst Shannon Coyne lowered her price target on e.l.f. Beauty to $13 after the company lowered its FY18 guidance due to expectations of "sharp deterioration of trends at tracked channels" in the second half of the year. The analyst also lowers her FY18 EPS view to 57c from 60c and FY19 view to 56c from 71c amid the "continuing headwinds from intensifying competition leading to market share losses". Coyne also keeps her Market Perform rating on e.l.f. Beauty, stating that its risk-reward is balanced in the near term.
08/13/18
RHCO
08/13/18
NO CHANGE
Target $14
RHCO
Buy
e.l.f. Beauty price target lowered to $14 from $18 at SunTrust
SunTrust analyst William Chappell lowered his price target on e.l.f. Beauty to $14 after its latest cut in FY18 guidance last week, saying the company has had "years of flat to declining sales trends" while its management ignored the Nielsen market data. Chappell is also keeping his Buy rating while acknowledging that he is "one of the last" sell-side analysts to stay at Buy. Chappell says that although the damage is done, e.l.f. Beauty is planning a "major step up in advertising and promotional spending", and that it is "too early" to suggest that the initiative is too late. The analyst also believes that the recent negative trends is still not indicative of lost listing and shelf space for the company, adding that the stock price selloff is more of a reflection on confidence rather then results.
08/10/18
DADA
08/10/18
NO CHANGE
Target $72
DADA
Buy
Inter Parfums price target raised to $72 from $62 at DA Davidson
DA Davidson analyst Linda Bolton Weiser raised her price target on Inter Parfums (IPAR) to $72 and kept her Buy rating after its Q2 surprise, noting that the 4% decline in the stock price yesterday in concert with the negative earnings news from e.l.f. Beauty (ELF) is an "excellent buying opportunity". Weiser notes that Inter Parfums has strong business momentum, and the stock is set up for more potential upside surprises given the management's "conservative" 2018 guidance.

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Inovio

$5.05

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MTB

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