Ulta Beauty, Inc.

ULTAleader

Ulta Beauty is the largest US specialty beauty retailer, operating ~1,400 stores that combine mass and prestige beauty products under one roof, plus salon services. Its Ultamate Rewards loyalty program has over 42M active members.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($11.2B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Product Sales (93%)

Services (Salon) (7%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Cosmetics & Color42%

Mass and prestige cosmetics including MAC, Fenty, Urban Decay, and exclusive Ulta beauty products.

Skincare20%

Full spectrum of drugstore to luxury skincare brands.

Haircare & Styling24%

Professional hair products, appliances, and in-store salon services.

Fragrance & Bath14%

Perfumes, body care, and bath products.

Lieferkettenbeziehungen

Partner

Target Corporation

Ulta Beauty at Target shop-in-shop

Auswirkung: ~700 Target locations

Wichtige Kunden

The Estée Lauder Companies

MAC, Clinique beauty products

Auswirkung: major brand partner

Makro- und Marktkontext

소비재 (경기민감)Sektornachrichten

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Nächste Katalysatoren

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Unternehmensinformationen

Hauptsitz

Bolingbrook, IL

Gegründet

1990

Mitarbeiter

50,000

Website

ulta.com

Sektorübersicht — 소비재 (경기민감)

Sektornachrichten