Earnings history

last 4 reports each · paired by recencyMethod

ULTA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±6.9%−4.18%×0.61

Q1 FY26±9.4%−4.78%×0.51

Mar 13 '26±6.4%−14.24%×2.22

Q3 FY25±6.1%+12.65%×2.08

BBWI1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±10.7%+7.51%×0.70

= impliedULTA realized, solidBBWI realized, hatchedOne scale, both sides: full bar = 15%× = |realized| ÷ impliedSource: market data

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