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

LESL1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±52.3%−41.67%×0.80

= impliedULTA realized, solidLESL realized, hatchedOne scale, both sides: full bar = 53%× = |realized| ÷ impliedSource: market data

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