UL
Ulta Beauty Inc.
ULTA · Ulta Beauty Inc. · Consumer Discretionary
Up next day
5/12
42%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±6.0%
typical swing on earnings
Price when beating
+2.8%
avg over 10 beats
Biggest single move
+12.7%
'25.11 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Moves in line with results — fairly predictable
Avg +2.8% on a beat, -3.1% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 83% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+1.8%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Aug 27After close
'26.8 expectedEst. EPS $5.04
Quarter ended 5/2026
Reported 2026-06-02
Next-day move
-4.8%
After 5 days -3.4%
vs Consensus$6.91→$7.74+12.0% beat
Beat by +12.0% but stock -4.8%
EPS
$7.74
YoY +16%
Revenue
$3.2B
YoY +11%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -4.1%p-26% dip before
Earnings trend · last 12 quarters
EPS$7.74YoY +16%
'23.7'26.5
Revenue$3.2BYoY +11%
'23.7'26.5
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · ULTA
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