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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($11.2B)

Datos estáticos (cargando finanzas en tiempo real…)

Product Sales (93%)

Services (Salon) (7%)

Composición de segmentos y clientes principales

Detalles del producto

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.

Relaciones en la Cadena de Suministro

Socios

Target Corporation

Ulta Beauty at Target shop-in-shop

Impacto: ~700 Target locations

Clientes Clave

The Estée Lauder Companies

MAC, Clinique beauty products

Impacto: major brand partner

Contexto macro y de mercado

소비재 (경기민감)Noticias del sector

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%

Próximos catalizadores

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

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Ulta Beauty, Inc. impulsado por IA.

Información de la Empresa

Sede Central

Bolingbrook, IL

Fundación

1990

Empleados

50,000

Sitio Web

ulta.com

Estado del sector — 소비재 (경기민감)

Noticias del sector