Ulta Beauty Watchlist

tz-plus logo Pivotal-Point Tracking Ulta Beauty (ULTA): Market Leader in Cosmetics Surpasses Expectations - 43 Million "Ultimate Rewards" Members Secure 95% of Revenue!

W. Zussner
Reading Time: 1 minute

Ulta Beauty solidified its position as the leading U.S. beauty product retailer on December 5, 2025, with impressive quarterly results. The company operates over 1,350 locations, combining prestige brands with drugstore items under one roof. Thanks to a robust operating margin and double-digit profit growth, Ulta significantly exceeded market expectations. A key driver is the loyalty program "Ultimate Rewards," with over 43 million active members accounting for around 95% {of revenue}. The data accuracy enables targeted marketing and ensures high...

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