Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Ulta Beauty, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Retail-Retail Stores, NEC
Prev close 548.95 · gapped below the open, then crossed back over prior close. High/low 555.12 at 5:00 am ET, 539.08 at 12:15 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ULTA revenue | Skew |
|---|---|---|---|
| ELFe.l.f. Beauty, Inc. | 12.00% | 1.58% | 7.6× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Ulta 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.”
FILING10-K0001104659-26-035243cik 0001403568
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
$196M relationship7.6× more of ELF’s book than ULTA’s
basisELF fy2026 · closed 2026-03 $1.6BULTA fy2025 · closed 2026-01 $12.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001600033-25-000016cik 0001600033disclosed by ELF
“The loss of Sephora, Ulta Beauty, or other key distributors, or a material decrease in sales to such partners, could adversely affect Milk Makeup's business, financial condition, and results of operations.”
FILING20-F0001840199-26-000019cik 0001840199disclosed by WALD
“Ulta 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.”
FILING10-K0001104659-26-035243cik 0001403568
“Since 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.”
FILING10-K0001104659-26-035243cik 0001403568
“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.”
FILING10-K0001104659-26-035243cik 0001403568
“In 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.”
FILING10-K0001104659-26-035243cik 0001403568
Watchlist prices, news filtered to it, and its next report on your desk.
Ulta Beauty, Inc. has 4 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either Ulta Beauty, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
ULTA (Ulta Beauty, Inc.) has 4 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: WALD +3.12%, in industrials & materials.