Varamir
Desk
News
Calendar
Pricing
Saved
Search
tickers or companies
⌘K
Start free
· no card
Sign in
ULTA compared with RENT: revenue, margins and what each company keeps, and the suppliers and customers both name
ULTA
Ulta Beauty, Inc.
Change
Mkt cap
Revenue
Revenue
RENT
Rent the Runway, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ULTA
Ulta Beauty, Inc.
vs
RENT
Rent the Runway, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Save comparison
Copy link
Revenue flow
Desk
News
Calendar
Saved
Search
ULTA
Ulta Beauty, Inc.
Change
660.82
▲
+4.08%
· post 655.71
Mkt cap
$27.1B
Revenue
$3.0B
Q2 FY26
Revenue
$12.4B
FY25
RENT
Rent the Runway, Inc.
Change
2.32
▲
+2.94%
· post 2.43
Closed
Nov 4 '26
Mkt cap
$76.0M
Revenue
$98M
Q2 FY26
Revenue
$330M
FY25
vs
Compare
Closed
Nov 4 '26
ULTA
Ulta Beauty, Inc.
vs
RENT
Rent the Runway, Inc.
660.82
▲
+4.08%
post 655.71
Price
2.32
▲
+2.94%
post 2.43
$27.1B
Mkt cap
$76.0M
Q2 FY26
$3.0B
Revenue
$98M
Q2 FY26
FY25
$12.4B
Revenue
$330M
FY25
Change
Change
ULTA
660.82
▲
+4.08%
vs
RENT
2.32
▲
+2.94%
Closed
Nov 4 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
RENT: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ULTA
7
TGT
Target
customer
EL
Estée Lauder Companies
supplier
ELF
e.l.f. Beauty
supplier
WALD
Waldencast
supplier
3 more · ULTA chain
›
Shared
0
No disclosed counterparties: RENT.
Only RENT
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
ULTA, solid
RENT, dashed