Form 8-K · Current report
Ulta Beauty 8-K, filed Aug 27, 2026
- Filed
- CIK
- 0001403568
- Accession no.
- 0001104659-26-102438
Summary
Ulta Beauty reported second-quarter fiscal 2026 net sales of $3.0 billion, up 8.9%, with comparable sales up 3.8% and diluted EPS up 13.3% to $6.55, and raised its full-year fiscal 2026 guidance. CEO Kecia Steelman attributed the quarter to disciplined execution of the company's Ulta Beauty Unleashed strategy and said the raised guidance reflects confidence in its strategic priorities.
Key points
- Net sales rose 8.9% to $3.0 billion, driven by increased comparable sales, the Space NK acquisition, and new stores.
- Operating income increased 10.1% to $379.6 million; gross profit as a percentage of net sales fell to 39.1% from 39.2% on Space NK business mix.
- Fiscal 2026 outlook raised to net sales growth of 6.7%–7.2%, comparable sales growth of 3.2%–3.7%, and diluted EPS of $28.70–$29.00.
- The stock repurchase plan for fiscal 2026 was increased to $1.8 billion from $1.5 billion, with the remaining $1.0 billion of the current authorization expected to be used by year-end.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On August 27, 2026, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second fiscal quarter ended August 1, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. The exhibits listed in the Exhibit Index below are being furnished herewith. Exhibit No. Description 99.1 Press release issued by Ulta Beauty, Inc. on August 27, 2026 announcing consolidated financial results for the second fiscal quarter ended August 1, 2026. …
An excerpt of the text as filed with the SEC, cut for length.
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