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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产品与营收

产品营收占比

营收构成 ($11.2B)

静态数据（加载实时财务…）

Product Sales (93%)

Services (Salon) (7%)

业务板块构成与主要客户

产品详情

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.

供应链关系

合作伙伴

Target Corporation

Ulta Beauty at Target shop-in-shop

影响: ~700 Target locations

主要客户

The Estée Lauder Companies

MAC, Clinique beauty products

影响: major brand partner

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Bolingbrook, IL

成立时间

1990

员工人数

50,000

官网

ulta.com

行业概况 — 소비재 (경기민감)

行业新闻