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.

共有:

⇄ Compare

製品と売上

製品別売上シェア

売上内訳 ($11.2B)

静的データ（リアルタイム財務ロード中…）

Product Sales (93%)

Services (Salon) (7%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

パートナー

Target Corporation

Ulta Beauty at Target shop-in-shop

影響: ~700 Target locations

主要顧客

The Estée Lauder Companies

MAC, Clinique beauty products

影響: major brand partner

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

Ulta Beauty, Inc.のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

Bolingbrook, IL

設立

1990

従業員数

50,000

ウェブサイト

ulta.com

セクター概況 — 소비재 (경기민감)

セクターニュース