| Stage | ULTA | % of rev | BARK | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.0B | 100.00% | $79M | 100.00% | ULTA ×38.52 |
| Gross profit | $1.2B | 39.10% | $57M | 72.74% | BARK +33.6pp |
| Operating income | $380M | 12.51% | $66,000 | 0.08% | ULTA +12.4pp |
| Pre-tax income | $376M | 12.38% | $745,000 | 0.95% | ULTA +11.4pp |
| Net income | $282M | 9.29% | $745,000 | 0.95% | ULTA +8.3pp |
| Stage | ULTA | BARK | Gap · A − B |
|---|---|---|---|
| Revenue | $3.0B100.00% | $79M100.00% | ULTA ×38.52 |
| Gross profit | 39.10%$1.2B | 72.74%$57M | BARK +33.6pp |
| Operating income | 12.51%$380M | 0.08%$66,000 | ULTA +12.4pp |
| Pre-tax income | 12.38%$376M | 0.95%$745,000 | ULTA +11.4pp |
| Net income |
| 9.29%$282M |
| 0.95%$745,000 |
| ULTA +8.3pp |
ULTA 10-KMar 26 '26
“Since 2021, Ulta U.S. has partnered with Target Corporation ("Target") to create Ulta Beauty at Target, a "shop-in-shop" concept that offers a curated assortment of more than 60 established and emerging prestige brands across a variety of categories.”
BARK 10-KJun 10 '26
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”