SBH compared with ULTA: revenue, margins and what each company keeps, and the suppliers and customers both name

SBHSally Beauty Holdings, Inc.

Mkt capRevenueRevenue

ULTAUlta Beauty, Inc.

Mkt capRevenueRevenue

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SBHSally Beauty Holdings, Inc.

ULTAUlta Beauty, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SBH 0

None

Shared 0

No disclosed counterparties: SBH.

Only ULTA 7

TGTTargetcustomer

ELEstée Lauder Companiessupplier

ELFe.l.f. Beautysupplier

WALDWaldencastsupplier

3 more · ULTA chain ›

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

SBHSally Beauty Holdings, Inc.

18.72▼−2.70%· post 18.72

Mkt cap$1.8BRevenue$935MQ3 FY26Revenue$3.7BFY25

ULTAUlta Beauty, Inc.

649.87▼−1.64%· post 643.00

ClosedNov 5 '26

Mkt cap$28.2BRevenue$3.0BQ2 FY26Revenue$12.4BFY25

Compare

ClosedNov 5 '26

SBHSally Beauty Holdings, Inc.

ULTAUlta Beauty, Inc.

18.72▼−2.70%post 18.72

Price

649.87▼−1.64%post 643.00

$1.8B

Mkt cap

$28.2B

Q3 FY26$935M

Revenue

$3.0BQ2 FY26

FY25$3.7B

Revenue

$12.4BFY25

SBH18.72▼−2.70%vsULTA649.87▼−1.64%ClosedNov 5 '26