ULTA Ulta Beauty (ULTA) Q4 FY26 earnings call
Ulta Beauty concluded FY26 with strong Q4 results, exceeding financial targets through strategic investments in its Unleashed strategy. The company is focused on leveraging these investments to drive sustainable profitable growth and market share expansion in FY27, while navigating a competitive beauty landscape and potential macro uncertainties. Management expects a normalized pricing environment and continued consumer resilience in the beauty category.
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ULTA operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Loyalty program members | 46.7MWe grew our loyalty program by 5% to a record 46.7 million active members, driven by strong growth in reactivated members and strong retention of existing members.Source: earnings call transcript | <47MDuring the quarter, we expanded our Ulta Beauty Rewards loyalty program to nearly 47 million members, up 4% year-over-year.Source: earnings call transcript | ~47MOur robust loyalty program, which now encompasses about 47 million active members, remains central to inspiring members through personalized experiences meaningful rewards and exclusive benefits that deepen engagement and build lasting relationships with Ulta Beauty.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.