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Wire

NIQ Global Intelligence to Launch Unified Beauty Sales Tracker in Q4

NIQ Global Intelligence (NIQ) plans to launch its Full View of Beauty Channel in Q4, a unified data platform that tracks beauty product sales across major retail channels.The system will combine NIQ's measurement across grocery, drug, and mass retail with data from Ulta Beauty (ULTA), Sephora, Sally Beauty Holdings (SBH) and other specialty and department store retailers.Ahead of the launch, NIQ will introduce Amazon.com (AMZN) third-party marketplace measurement in Q3, initially covering health and beauty care categories. Key metrics will include volume, share, price, and promotional activity, NIQ said Tuesday in a statement.NIQ said it plans to expand Amazon third-party measurement into additional categories beyond beauty over time.

$AMZN$NIQ$SBH$ULTA
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1%.In corporate news, FedEx's (FDX) fiscal Q4 earnings may fall short of Wall Street's expectations as margin pressures continue to outweigh stable sales trends, Morgan Stanley said. FedEx shares fell 1%.Walt Disney (DIS) has started selling Super Bowl LXI commercial time at $8 million for a 30-second spot, Variety reported. Disney shares declined 1.8%.Ford Motor's (F) total US vehicle sales in May fell 13.6% to 190,828 from a year earlier, the automaker said. The stock fell 2.8%.Ulta Beauty's (ULTA) limited guidance flow-through from its $0.85 earnings per share beat, along with tougher Q2 to Q4 comparisons, raises questions about the extent of earnings delivery in H2, Morgan Stanley said. Ulta shares dropped 5%.

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Sectors

Sector Update: Consumer Stocks Mixed Wednesday Afternoon

Consumer stocks were mixed Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1.1%.In corporate news, Ford Motor's (F) total US vehicle sales in May fell 13.6% to 190,828 from a year earlier, the automaker said. The stock fell 2.9%.Ulta Beauty's (ULTA) limited guidance flow-through from its $0.85 earnings per share beat, along with tougher Q2 to Q4 comparisons, raises questions about the extent of earnings delivery in H2, Morgan Stanley said. Ulta shares fell 4.5%.Macy's (M) raised its full-year outlook after the department store operator's fiscal Q1 earnings rose unexpectedly. The stock fell 0.6%.

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Wire

Ulta Beauty's Limited Guidance Raises Concerns About H2 Earnings Capacity, Morgan Stanley Says

Ulta Beauty's (ULTA) limited guidance flow-through from its $0.85 earnings per share beat, along with tougher Q2 to Q4 comparisons, raises questions about the extent of earnings delivery in the second half of 2026, Morgan Stanley said in a report Wednesday.While the path to multiple expansion looks less clear than it did three months ago, investors will likely focus on whether Ulta can sustain healthy demand while delivering an expected margin recovery, according to the note.Maintaining a relatively stable two-year stack and incorporating low single-digit March and April trends implies Q2 comparable sales growth of about 2%, versus Street expectations of 3.3%, implying a more modest sales cadence through the rest of the year, the brokerage said.If expense moderation materializes while comparable sales growth remains at about 2.3%, investors could get visibility into operating income growth in 2027, supporting a stronger earnings profile and multiple expansion, the brokerage added.Morgan Stanley kept an overweight rating on Ulta Beauty and lowered the price target to $630 from $700.Shares of Ulta Beauty were down 6% in Wednesday trading.Price: $465.89, Change: $-28.98, Percent Change: -5.86%

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Wire

Klarna Collaborating With Ulta Beauty to Enable Installment Payments

Klarna (KLAR) said Wednesday it is collaborating with Ulta Beauty (ULTA) to offer flexible payment options for customers on Ulta.com and the Ulta Beauty app.Ulta Beauty shoppers will be able to pay in full, split purchases into four interest-free installments, or use longer-term financing, the company said.Klarna shares were 4.3% lower in Wednesday trading, while Ulta Beauty was off by more than 5%.Price: $16.73, Change: $-0.78, Percent Change: -4.45%

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Ulta Beauty Raises Fiscal 2026 Earnings Outlook Following First-Quarter Beat
US Markets

Ulta Beauty Raises Fiscal 2026 Earnings Outlook Following First-Quarter Beat

Ulta Beauty (ULTA) shares were up early Wednesday as the beauty retailer raised its full-year earnings outlook and reported fiscal first-quarter results above market estimates.Earnings are now expected to be in a range of $28.36 to $28.80 per share for fiscal 2026, up from previous projections of $28.05 to $28.55, the company said late Tuesday. The current consensus on FactSet is for EPS of $28.74. The stock rose 1.2% in the most recent premarket activity.Ulta Beauty continues to anticipate sales growth of 6% to 7% and comparable sales to rise by 2.5% to 3.5% for the ongoing fiscal year. The Street is looking for sales of $13.25 billion and same-store sales to increase by 3.4%."We believe it is prudent to take a measured approach to our guidance, given the uncertain macro landscape," Christopher DelOrefice said during an earnings call, according to a FactSet transcript. "We expect net sales growth will be stronger in the first half, reflecting our strong (first-quarter) performance."For the three months through May 2, the retailer's EPS climbed to $7.74 from $6.70 the year before, topping the average analyst estimate of $6.89. Sales advanced 11% to $3.16 billion, ahead of the Street's view for $3.12 billion."The beauty and wellness categories remain healthy, and engagement is strong," Chief Executive Kecia Steelman said on the call. "At the same time, consumers continue to face macroeconomic uncertainty, and inflationary measures and pressures from rising fuel prices, making value increasingly important as a consideration."Comparable sales moved 5.3% higher, driven by gains in transactions and average ticket. Analysts had modeled for 4.7% growth."Looking at the cadence of sales through the quarter, the period played out largely as we expected," DelOrefice told analysts. In February, the company saw low-double-digit comparable sales growth, while March and April were in the low-single-digit range, the CFO added."From a channel perspective, both store and digital channels contributed to comp growth, with e-commerce delivering mid-teens sales growth and comp stores delivering sales growth in the low-single-digit range," according to DelOrefice.

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Research

Research Alert: Ulta: Q1 Comps Accelerate And Margins Expand; Guidance Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ULTA's Q1 results beat expectations with revenue of $3.16B (+11.1% Y/Y) and EPS of $7.74 (+15.5%), driven by comp acceleration to +5.3% vs +2.9% prior and gross margin expansion of 100bp to 40.1%. The comp growth was balanced between +3.7% average ticket and +1.6% transaction growth, supporting the turnaround thesis alongside operational improvements including lower shrink and better merchandise margins. Management raised operating income guidance to 6.5% from 6% and EPS guidance to $28.36-$28.80 from $28.05-$28.55, while maintaining unchanged top-line expectations. This implies margin gains are proving durable with a clear path to earnings growth without accelerating revenue assumptions. FY comp guidance of +2.5% to +3.5% appears conservative relative to Q1's +5.3% print, leaving upside potential if trends persist. The combination of operational momentum, shrink improvement as a tailwind, and capital returns including $555M in Q1 repurchases supports the case for multiple stability or expansion.

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Equities Mostly Rise Intraday as Traders Parse Labor Market Data
US Markets

Equities Mostly Rise Intraday as Traders Parse Labor Market Data

US benchmark equity indexes were mostly higher intraday as investors evaluated fresh labor market data and continued to monitor Middle East developments.The Dow Jones Industrial Average was up 0.3% at 51,225.9 after midday Tuesday, while the S&P 500 rose 0.1% to 7,606.1. The Nasdaq Composite was little changed at 27,093.8. The indexes notched fresh closing highs in the previous session.Among sectors, utilities paced the gainers intraday Tuesday, while communication services saw the biggest decline.In economic news, US job openings hit their highest level in almost two years in April, while hiring and layoffs fell, official data showed."Job openings jumped to their highest level in nearly two years, but this likely overstates the strength of the labor market, as the increase didn't translate into a higher hiring rate," Oxford Economics said in a note. "The result should be taken with a grain of salt and doesn't suggest a sudden tightening of labor market conditions is ahead."Official data are expected to show Friday that the US economy added 95,000 nonfarm jobs in May, compared with a 115,000 increase reported for the previous month, according to a Bloomberg poll.West Texas Intermediate crude oil was up 1.6% at $93.59 a barrel intraday Tuesday, while Brent rose 1.1% to $96.04.Israel and Lebanon kicked off high-stakes talks in the US as renewed hostilities between Israel and Iran-backed Hezbollah threaten to derail peace talks between Washington and Tehran, CNN reported.Negotiations with Iran have been "going on continuously," US President Donald Trump said Tuesday."Where they lead, one never knows, but as I told Iran, 'It's time, one way or another, for you to make a deal'," Trump said in a social media post.On Monday, Iranian state-affiliated outlet Tasnim reported that the country suspended talks with the US in retaliation to Israel's military action in Lebanon.US Treasury yields were mixed intraday Tuesday, with the 10-year rate down two basis points at 4.46%, and the two-year rate little changed at 4.05%.In company news, Hewlett Packard Enterprise (HPE) shares jumped nearly 16%, the second-top gainer on the S&P 500. Late Monday, the information technology company lifted its full-year outlook and reported stronger-than-expected fiscal second-quarter results.Marvell Technology (MRVL) shares surged 29% intraday Tuesday after Nvidia (NVDA) Chief Executive Jensen Huang reportedly said Marvell could be the next chip company to join the trillion-dollar club.Palo Alto Networks (PANW), Ulta Beauty (ULTA) and GitLab (GTLB) are expected to report their latest quarterly financial results after the closing bell Tuesday, along with others.Gold was up 0.3% at $4,517.60 per troy ounce, while silver rose 0.4% to $75.54 per ounce.

Dow JonesNasdaq CompositeS&P 500$GTLB$HPE$MRVL$NVDA$PANW$ULTA
Stocks Down Pre-Bell Amid Uncertainty Over US-Iran Peace Talks
US Markets

Stocks Down Pre-Bell Amid Uncertainty Over US-Iran Peace Talks

The benchmark US stock measures were tracking in the red before the opening bell Tuesday amid uncertainty over the status of peace talks between the US and Iran.The S&P 500 and the Nasdaq edged down 0.1% each in premarket activity, while the Dow Jones Industrial Average was off 0.2%. All three indexes logged new closing highs in the previous trading session.In a social media post on Monday, President Donald Trump said that talks with Iran were continuing "at a rapid pace." The post came after Trump told CNBC in an interview earlier on Monday that he "couldn't care less" if negotiations with Tehran failed.Iranian state-affiliated outlet Tasnim reportedly said Monday that the country suspended talks with Washington in retaliation to Israel's military action in Lebanon. In a separate social media post, Trump said he spoke to Israeli Prime Minister Benjamin Netanyahu and Iran-backed Hezbollah representatives, with both agreeing to stop the fighting."These shifting conditions alongside continued kinetic skirmishes between the parties are likely to further erode Iranian trust as officials have already cited the fluidity of priorities as a point of friction with Iran making clear that nuclear dialogue is contingent on successful negotiations to end the war and reopen the Strait of Hormuz," Tudor Pickering Holt said in a note on Monday.West Texas Intermediate crude oil declined 1.2% to $91.06 a barrel before the opening bell, while Brent decreased 1.1% to $93.90.Tuesday's thin economic calendar has the Job Openings and Labor Turnover Survey for April at 10 am ET. Federal Reserve Bank of Cleveland President Beth Hammack is scheduled to speak at 8:30 am.Treasury yields were down in premarket action, with the two-year rate retreating 3.9 basis points to 4.01% and the 10-year rate falling 4.7 basis points to 4.43%.Shares of Marvell Technology (MRVL) jumped 24% pre-bell after the company finished Monday trading with a 7% gain. Hewlett Packard Enterprise (HPE) rose 26% as the information technology firm lifted its full-year outlook and reported stronger-than-expected fiscal second-quarter results.Alphabet's (GOOG, GOOGL) class A and C shares declined more than 2% each as the Google parent disclosed plans to raise $80 billion in equity for artificial intelligence infrastructure expansion.Dollar General (DG), Donaldson (DCI), Victoria's Secret (VSCO) and Signet Jewelers (SIG) report their latest financial results before the bell, among others. Palo Alto Networks (PANW), Ulta Beauty (ULTA) and GitLab (GTLB) post earnings after the markets close.Gold gained 1.2% to $4,561 per troy ounce, while bitcoin dropped 2.7% to $69,539.

Dow JonesNasdaq CompositeS&P 500$DCI$DG$GOOG$GOOGL$GTLB$HPE$MRVL$PANW$SIG$ULTA$VSCO
Wire

Ulta Beauty Likely to Post Another Solid All-Round Delivery in Fiscal Q1, Oppenheimer Says

Ulta Beauty (ULTA) is likely to post another solid all-round delivery in fiscal Q1, but management could maintain conservative outlook amid macroeconomic volatility, Oppenheimer said in a Tuesday research report. The company is due to report fiscal Q1 results on June 2.The stock offers a lucrative entry point amid a still attractive beauty industry backdrop as well as traction with key company initiatives, according to the note.The brokerage said it expects Q1 EPS of at least $6.88, based on a 4% comp growth.The company's long-term prospects look favorable due to its differentiated offerings, superior merchandisers with proven innovation track record, potential to deliver above-average growth rates in retail, and attractive valuation, analysts wrote.The brokerage had an outperform rating on the stock and price target of $650 per share.Price: $516.41, Change: $+1.37, Percent Change: +0.27%

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Wire

Uber, Ulta Beauty Collaborate to Add 1,500 Stores to Uber Eats Marketplace

Uber Technologies (UBER) and Ulta Beauty (ULTA) said Thursday that over 1,500 Ulta Beauty stores have been added to the Uber Eats marketplace, allowing customers to order beauty products for same-day delivery through the app.The partnership expands Uber Eats' beauty and retail offerings by giving consumers access to products from more than 600 brands across Ulta Beauty's assortment, ranging from everyday essentials to prestige beauty items, the companies said.Price: $77.97, Change: $-1.21, Percent Change: -1.52%

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Research

Update: BofA Securities Upgrades Ulta Beauty to Buy From Neutral, $685 Price Target

(Updated to include BofA's commentary)BofA Securities upgraded Ulta Beauty (ULTA) to buy from neutral, expecting consistent sales growth and better flowthrough.The company's 26% shares pullback off its 52-week high has brought elevated investor expectations down to earth, analyst Lorraine Hutchinson wrote in a Tuesday note.The firm has a differentiated model, developed around breadth of assortment, large store base, and over 46 million loyalty members who make up roughly 95% of sales, Hutchinson said."A more competitive market raises the execution bar, but it also gives customers more points of cmparison across channels," the analyst mentioned.Ulta Beauty has an average rating of overweight and mean price target of $695.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $531.03, Change: $+13.03, Percent Change: +2.52%

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Research

BofA Securities Upgrades Ulta Beauty to Buy From Neutral, $685 Price Target

Ulta Beauty (ULTA) has an average rating of overweight and mean price target of $695.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $529.67, Change: $+11.67, Percent Change: +2.25%

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Wire

Ulta Beauty Shares Rise After Jefferies Upgrade

Ulta Beauty (ULTA) shares rose 2.8% in Monday trading after Jefferies upgraded the stock to buy from hold and raised its price target to $700 from $635.Intraday trading topped 369,700 shares versus the daily average of about 691,000.Price: $569.09, Change: $+15.73, Percent Change: +2.84%

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Wire

Ulta Beauty's TikTok Shop Expected to Drive New Guest Acquisition and Help Build Emerging Brands, Oppenheimer Says

Ulta Beauty's (ULTA) recently launched TikTok Shop is expected to drive new guest acquisition for the company and help build emerging brands, Oppenheimer said in a research note on Monday.After attending an Ulta analyst event and Ulta Beauty World, Oppenheimer said the company's management sees a significant opportunity in the wellness category.Ulta has already expanded its wellness assortment to more than 400 stores and is also growing through the marketplace, while working to develop a differentiated guest experience with a unique assortment, Oppenheimer said.Oppenheimer also said it was increasingly confident in the company's efforts to keep selling, general, and administrative expense growth below or in line with sales, though Ulta will still make additional investments to drive top-line growth profitably if needed.The brokerage said it remains upbeat on Ulta Beauty's longer-term prospects and bullish on Chief Executive Officer Kecia Steelman's leadership and strategic efforts to drive additional market share gains over time.Oppenheimer maintained its outperform rating on the stock and its $650 price target.Price: $559.84, Change: $+6.48, Percent Change: +1.17%

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Research

Jefferies Upgrades Ulta Beauty to Buy From Hold, Adjusts Price Target to $700 From $635

Ulta Beauty (ULTA) has an average rating of overweight and mean price target of $689.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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