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William Blair cuts ULTA Beauty shares to Market Perform post analyst day

EditorNatashya Angelica
Published 11/21/2024, 09:20 AM
ULTA
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On Thursday, ULTA Beauty (NASDAQ: ULTA) received a downgrade in its stock rating by William Blair from Outperform to Market Perform. The firm indicated that this decision is based on a reassessment of expectations following the company's analyst day, which took place on October 16.

The firm suggests that the current consensus for ULTA's 2025 comparable sales and operating margins may be overly optimistic and that an early-2025 inflection in the beauty category, as anticipated by some, is unlikely to occur.

The firm further notes that the ongoing shift of the beauty market to online platforms poses a long-term risk. This transition is in a critical phase that could lead to increased competition and potentially harm retail sales. The analyst from William Blair expressed concerns about the impact of this shift on ULTA's future performance, emphasizing the challenges of retail cannibalization within the beauty industry.

The downgrade comes after an evaluation of ULTA's position in the market and the broader trends affecting the beauty industry. The analyst's comments reflect a cautious outlook on the company's ability to meet the optimistic forecasts for its financial performance over the next few years.

ULTA Beauty, which operates as a popular retailer offering cosmetics, fragrance, skincare, and haircare products, has been navigating the competitive landscape of the beauty industry. The company's strategies and performance are closely watched by investors and analysts alike, making any changes in stock ratings particularly noteworthy.

Investors and market watchers will continue to monitor ULTA Beauty's performance, especially in light of the concerns raised by William Blair regarding the company's growth prospects and the competitive pressures from the online migration of the beauty category.

In other recent news, ULTA Beauty has seen a flurry of activity from analysts. JPMorgan maintained an Overweight rating on the company, with a price target of $472, following an uptick in beauty product sales. The firm anticipates a slight decline in ULTA's comparable store sales for the third quarter of 2024. ULTA's third-quarter earnings are set to be announced soon.

Citi reaffirmed its Neutral stance on ULTA shares, citing near to medium-term challenges due to slower category growth and increased competition. The firm also maintained a 90-day negative catalyst watch on the stock. Meanwhile, BMO Capital reiterated a Market Perform rating and a $385.00 price target for ULTA.

ULTA Beauty plans to increase its store count by 200 over the next three years and confirmed its fiscal year 2024 guidance. The company has also announced a new $3 billion share repurchase authorization. Analysts' consensus for ULTA's 2025 earnings per share seems to be converging around $23, slightly below the prior consensus of $24.60. These are some of the recent developments in ULTA Beauty's financial landscape.

InvestingPro Insights

In light of William Blair's downgrade of ULTA Beauty, it's worth considering some additional financial insights provided by InvestingPro. Despite the recent downgrade, ULTA's financials show some strengths. The company's revenue for the last twelve months as of Q2 2025 stood at $11.32 billion, with a revenue growth of 5.51% over the same period. This growth, albeit modest, suggests that ULTA is still expanding its market presence.

InvestingPro Tips highlight that ULTA operates with a moderate level of debt and its liquid assets exceed short-term obligations, indicating a solid financial position. This could provide the company with some flexibility as it navigates the challenges of the shifting beauty market landscape.

However, aligning with the analyst's concerns, InvestingPro data shows that ULTA's stock has taken a significant hit recently, with a 1-week price total return of -10.32% and a year-to-date return of -29.95%. This decline reflects the market's reaction to the changing dynamics in the beauty industry and the potential headwinds faced by traditional retailers.

It's also noteworthy that ULTA's P/E ratio stands at 13.61, which may suggest that the stock is reasonably valued compared to its earnings, despite the recent downturn. For investors seeking a more comprehensive analysis, InvestingPro offers 8 additional tips for ULTA Beauty, providing a deeper dive into the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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