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Category: Ulta
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Ulta’s 9.7% sales rise topped forecasts but a cautious outlook weighed on shares, as M&A activity intensified with Henkel acquiring Not Your Mother’s and L Catterton creating a Brazilian beauty retail giant. This was last week in beauty. Subscribe to my newsletter for more weekly insights: https://lnkd.in/evr8EFGG
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Ulta Beauty 2025 net sales increased 9.7% year-over-year at $12.4bn. Comparable sales rose 5.4% for the full year, driven by a strong holiday quarter where comparable sales hit 5.8%.
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Data from Navigo Marketing on Ulta’s top-selling brands in 2025 present a nuanced portrait of the American beauty consumer.
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Data published by Ulta reveals consumers are engaging with beauty at an increasingly young age. The average starting age to use beauty products has plummeted from 18.7 for Boomers to just 8 years old for Gen Alpha. This represents a near five-year decline from Gen Z’s starting point of 12.8, a shift largely fuelled by…
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Ulta Beauty’s inaugural store in Mexico City, which opened in August 2025, represents more than a new location but signals a strategic pivot for Ulta. For decades, the American beauty retailer dominated its home market with a unique mass-to-prestige model and a very strong loyalty programme. Yet with 1,445 stores confined to the US, Ulta’s…