Ulta Beauty, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report6 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−4.18%
vs ±6.9% implied · ×0.61
shaded = implied · ▲▼ = realized
Ulta Beauty has 4 disclosed suppliers and 3 disclosed customers in SEC filings.
Ulta Beauty, Inc.
640.35
SentenceUlta U.S.'s top ten brand partners, such as L'Oréal and Estée Lauder Companies, among others, represented approximately 51% and 54% of its total net sales in fiscal 2025 and the fiscal year ended February 1, 2025 ("fiscal 2024"), respectively.
ULTA 10-Kaccession 0001104659-26-035243
SentenceSince 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.
In the Middle East, the Company has a franchise partnership with Alshaya Group, a leading international franchise operator with substantial expertise in the consumer market in the Middle East, whereby Alshaya licenses the Ulta Beauty brand name and operating model from the Company to launch and operate Ulta Beauty-branded stores in the Middle East.
ULTA 10-Kaccession 0001104659-26-035243
SentenceIn Mexico, the Company has a joint venture partnership with Grupo Axo, whereby the joint venture licenses the Ulta Beauty brand name and operating model from the Company to launch and operate Ulta Beauty-branded stores in Mexico.
ULTA 10-Kaccession 0001104659-26-035243
Linked news
Expected move
Inputs8Q avg ±9.7%·×0.69·cheap
straddle ±9.3%
spot 640.43exp Dec 4ATM strike 640ATM straddle 70.15IV 44%