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ULTA

Ulta Beauty

$321.14

-19.99 (-5.86%)

09:30
08/15/19
08/15
09:30
08/15/19
09:30

Ulta Q2 gross margin upside likely limited by promos, says Cleveland Research

Cleveland Research analyst Rusty Wilson lowered his Q2 comp growth estimate for Ulta Beauty to up 6.5% from up 6.5%-7.0% following his checks, which showed that comps appeared to trend in line with consensus expectations. The analyst, who believes that unplanned promotions in July will likely limit margin upside, keeps a Neutral rating on Ulta shares. However, he added that the outlook for the second half "continues to lean positive."

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    Aug

  • 25

    Sep

ULTA Ulta Beauty
$321.14

-19.99 (-5.86%)

06/24/19
JEFF
06/24/19
NO CHANGE
JEFF
Sally Beauty 'most exposed' to Amazon news, Ulta not hurt, says Jefferies
After Amazon (AMZN) officially launched a business-to-business platform for professional stylists, Jefferies analyst Stephanie Wissink called Sally Beauty (SBH) "most exposed." The Beauty Systems Group accounts for 40% of Sally's total sales, and nearly 50% of sales at Sally Beauty Supply come from professional stylists, Wissink stated, estimating that 30%-35% of Sally's business could potentially be directly impacted by a shift in stylist orders to Amazon's B2B platform. She expects a neutral impact for beauty companies with professional brands, like Coty (COTY) and L'Oreal (LORLY), and said Amazon's pro platform should have "little impact" on Ulta Beauty (ULTA), which the analyst noted does not offer wholesale value to professional stylists.
06/25/19
OPCO
06/25/19
NO CHANGE
OPCO
Perform
Amazon entrance to likely continue to depress Sally's multiple, says Oppenheimer
Oppenheimer analyst Rupesh Parikh notes that Amazon (AMZN) Business announced the launch of the Amazon Professional Beauty store and that he spoke with Sally Beauty (SBH) management. Given the exclusivity the BSG side of the business has with key brands, the analyst think announcement would have a minimal nearer-term impact on Sally's business. Nonetheless, Parikh believes Amazon's entrance and interest in the category will likely continue to depress Sally Beauty's multiple to even lower levels until the company can demonstrate the ability to return to positive comp growth on a sustainable base. For now, Ulta Beauty (ULTA) and Estee Lauder (EL) remain his top beauty picks. The analyst has a Perform rating on Sally Beauty's shares.
06/25/19
WBLR
06/25/19
NO CHANGE
WBLR
Outperform
Ulta Beauty pullback on Amazon news a buying opportunity, says William Blair
William Blair analyst Daniel Hofkin said he would recommend buying Ulta Beauty (ULTA) shares on any pullback related to yesterday's announcement from Amazon (AMZN) of the launch of the "Amazon Professional Beauty Store." Amazon's new online store specifically targets professional stylists, while Ulta targets the end-user beauty enthusiast and does not offer any specific incentives for professional stylists, Hofkin tells investors. Additionally, one of the largest categories of products that professionals buy is color, which Ulta does not sell for professionals, noted the analyst, who keeps an Outperform rating on Ulta shares.
07/25/19
OPCO
07/25/19
NO CHANGE
Target $390
OPCO
Outperform
Ulta Beauty price target raised to $390 from $370 at Oppenheimer
Oppenheimer analyst Rupesh Parikh raised his price target for Ulta Beauty (ULTA) to $390 from $370 given the company's meaningful overlap with J.C. Penney (JCP) stores that have a Sephora inside and following media reports saying that the latter has hired advisors to explore debt restructuring options. While the company subsequently confirmed that it has not hired advisors for an in-court restructuring or bankruptcy, the analyst points out that he views Ulta Beauty as a potential beneficiary of any store rationalization down the road at J.C. Penney. Parikh says Ulta remains a top pick, and reiterates an Outperform rating on the shares.

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Community First Bancshares

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NCI

Navigant Consulting

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NTDOY

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$0.00

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Microsoft

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Facebook

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GOOG

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Alphabet Class A

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UBSFY

Ubisoft

$0.00

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SLGG

Super League Gaming

$6.65

-0.09 (-1.34%)

TCEHY

Tencent

$0.00

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HD

Home Depot

$217.43

9.455 (4.55%)

12:29
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Home Depot analyst commentary at RBC Capital »

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  • 20

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ABCB

Ameris Bancorp

$36.48

-0.34 (-0.92%)

12:27
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Conference/Events
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SABR

Sabre

$23.68

-0.25 (-1.04%)

12:25
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DOJ to file suit to block Sabre acquisition of Farelogix, CNBC reports »

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LPLA

LPL Financial

$73.06

-0.35 (-0.48%)

12:17
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LPL Financial management to meet with William Blair »

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

$0.00

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AAPL

Apple

$212.30

1.98 (0.94%)

, NFLX

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NFLX

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$300.38

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AMZN

Amazon.com

$1,813.54

-2.75 (-0.15%)

DIS

Disney

$135.22

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T

AT&T

$35.18

-0.225 (-0.64%)

CMCSA

Comcast

$44.37

0.38 (0.86%)

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EPD

Enterprise Products

$29.29

0.35 (1.21%)

12:06
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Conference/Events
Enterprise Products management to meet with Wolfe Research »

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  • 26

    Aug

CNI

Canadian National

$92.40

-0.76 (-0.82%)

12:05
08/20/19
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12:05
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Conference/Events
Canadian National management to meet with Wolfe Research »

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  • 21

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URBN

Urban Outfitters

$21.10

0.24 (1.15%)

12:05
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Options
Urban Outfitters call volume above normal and directionally bullish »

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BHGE

Baker Hughes

$21.00

-0.43 (-2.01%)

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VRTX

Vertex

$186.23

-0.84 (-0.45%)

12:02
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  • 09

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MSG

Madison Square Garden

$266.70

-26.315 (-8.98%)

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  • 20

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SE

Sea Limited

$32.53

-3.58 (-9.91%)

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FN

Fabrinet

$47.48

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