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LESL compared with ULTA: revenue, margins and what each company keeps, and the suppliers and customers both name
LESL
Leslie's, Inc.
Change
Mkt cap
Revenue
Revenue
ULTA
Ulta Beauty, Inc.
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Mkt cap
Revenue
Revenue
vs
Compare
LESL
Leslie's, Inc.
vs
ULTA
Ulta Beauty, Inc.
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LESL
0
None
Shared
0
No disclosed counterparties: LESL.
Only ULTA
7
TGT
Target
customer
EL
Estée Lauder Companies
supplier
ELF
e.l.f. Beauty
supplier
WALD
Waldencast
supplier
3 more · ULTA chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
LESL
Leslie's, Inc.
Change
Mkt cap
$514,165
Revenue
$458M
Q3 FY26
Revenue
$1.2B
FY25
ULTA
Ulta Beauty, Inc.
Change
641.89
▼
−1.22%
Regular session
Nov 6 '26
Mkt cap
$27.8B
Revenue
$3.0B
Q2 FY26
Revenue
$12.4B
FY25
vs
Compare
Regular session
Nov 6 '26
LESL
Leslie's, Inc.
vs
ULTA
Ulta Beauty, Inc.
Price
641.89
▼
−1.22%
$514,165
Mkt cap
$27.8B
Q3 FY26
$458M
Revenue
$3.0B
Q2 FY26
FY25
$1.2B
Revenue
$12.4B
FY25
Change
Change
LESL
vs
ULTA
641.89
▼
−1.22%
Regular session
Nov 6 '26