Stocks / Retail
ULTARetail
Ulta Beauty, Inc.
$548.651d +0.6%5d -2.7%settled close · 2026-09-14
Mkt cap $23B (3/25)β 0.4952w $451–707Shares 44.4MInd. Retail-Retail Stores, NecNasdaq since 2007Emp. 58,000HQ Bolingbrook, ILulta.com
The tape, with the calls on it
Who said what, and what ULTA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ULTA
2 longlatest 2026-04-20
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bill Miller | Consumer discretionary is an overweight given tailwinds from tax refunds and potential energy rebates for… |
| 2025-02-01 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | We Study Billionaires | Universal beauty retailer with 27% average ROIC and a dominant 44-million-member loyalty program trades at a… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 2 Dec 2026
Confirmed date · consensus EPS 5.74. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Aug 2026 | after the close | 6.55 vs 6.31 | -0.9% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ULTA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 17 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 | ||||||
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| 2026-04-21 | ||||||
| 2026-04-20 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ULTA is in this morning’s Brief.
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