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

ULTAUlta Beauty, Inc.

Mkt capRevenueRevenue

SBHSally Beauty Holdings, Inc.

Mkt capRevenueRevenue

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ULTAUlta Beauty, Inc.

SBHSally Beauty Holdings, 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 ULTA 7

TGTTargetcustomer

ELEstée Lauder Companiessupplier

ELFe.l.f. Beautysupplier

WALDWaldencastsupplier

3 more · ULTA chain ›

Shared 0

No disclosed counterparties: SBH.

Only SBH 0

None

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

ULTAUlta Beauty, Inc.

644.83▼−0.77%· post 644.00

Mkt cap$27.6BRevenue$3.0BQ2 FY26Revenue$12.4BFY25

SBHSally Beauty Holdings, Inc.

18.30▼−2.37%· post 18.30

ClosedNov 6 '26

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

Compare

ClosedNov 6 '26

ULTAUlta Beauty, Inc.

SBHSally Beauty Holdings, Inc.

644.83▼−0.77%post 644.00

Price

18.30▼−2.37%post 18.30

$27.6B

Mkt cap

$1.8B

Q2 FY26$3.0B

Revenue

$935MQ3 FY26

FY25$12.4B

Revenue

$3.7BFY25

ULTA644.83▼−0.77%vsSBH18.30▼−2.37%ClosedNov 6 '26