Ulta Beauty Shares Drop Despite Q2 Beat And Raised Full-Year Guidance
Date: 2025-08-29 18:25:41
Ulta Beauty Inc. (NASDAQ:ULTA) shares fell more than 6% on Friday even as the beauty retailer reported fiscal second-quarter earnings and revenue above Wall Street expectations and lifted its full-year outlook.
Earnings per diluted share were $5.78, ahead of analyst estimates of $4.99. Net sales climbed 9.3% to $2.79 billion, topping consensus of $2.66 billion. Comparable sales grew 6.7%, reversing a 1.2% decline in the prior-year quarter.
Gross profit margin improved to 39.2% from 38.3%, helped by lower inventory shrink and stronger merchandise margins. Operating income totaled $344.9 million, or 12.4% of net sales, down from 12.9% last year due to higher payroll and incentive compensation expenses.
The company expanded its footprint with the addition of 62 net new stores, including locations from its recently acquired UK-based Space NK brand. Stronger transactions and higher average ticket sizes also supported growth.
Ulta raised its full-year sales forecast to $12.0–$12.1 billion from $11.5–$11.7 billion and lifted its EPS outlook to $23.85–$24.30 from $22.65–$23.20.
Author: davit kirakosyan
Source: Financial Modeling Prep
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Ulta Beauty Shares Drop Despite Q2 Beat And Raised Full-Year Guidance
Date: 2025-08-29 18:25:41
Ulta Beauty Inc. (NASDAQ:ULTA) shares fell more than 6% on Friday even as the beauty retailer reported fiscal second-quarter earnings and revenue above Wall Street expectations and lifted its full-year outlook.
Earnings per diluted share were $5.78, ahead of analyst estimates of $4.99. Net sales climbed 9.3% to $2.79 billion, topping consensus of $2.66 billion. Comparable sales grew 6.7%, reversing a 1.2% decline in the prior-year quarter.
Gross profit margin improved to 39.2% from 38.3%, helped by lower inventory shrink and stronger merchandise margins. Operating income totaled $344.9 million, or 12.4% of net sales, down from 12.9% last year due to higher payroll and incentive compensation expenses.
The company expanded its footprint with the addition of 62 net new stores, including locations from its recently acquired UK-based Space NK brand. Stronger transactions and higher average ticket sizes also supported growth.
Ulta raised its full-year sales forecast to $12.0–$12.1 billion from $11.5–$11.7 billion and lifted its EPS outlook to $23.85–$24.30 from $22.65–$23.20.
Author: davit kirakosyan
Source: Financial Modeling Prep
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Affirm Shares Surge Over 20% After Q4 Results Beat And Profitability Achieved
Date: 2025-08-29 18:24:15
Affirm Holdings Inc. (NASDAQ:AFRM) shares jumped more than 20% on Friday after the buy-now-pay-later provider delivered stronger-than-expected fourth-quarter results and achieved operating profitability.
The company reported adjusted EPS of $0.20, beating consensus of $0.12. Revenue rose 33% year-over-year to $876.4 million, topping the $834.4 million estimate, supported by growth in loan sales, interest income, and network fees.
Gross merchandise volume expanded 43% to $10.4 billion, driven by a 93% increase in 0% APR installment loans and 132% growth in Affirm Card usage. Revenue less transaction costs rose 37% to $425 million, equal to 4.1% of GMV.
Active consumers increased 24% to 23 million, while transaction frequency per user climbed 20%. Affirm Card adoption accelerated, with in-store spend up 187% and the card attach rate reaching 10%.
For Q1 FY26, Affirm projected revenue of $855–$885 million versus consensus of $858.4 million, and GMV of $10.1–$10.4 billion.
Author: davit kirakosyan
Source: Financial Modeling Prep
Read more
Affirm Shares Surge Over 20% After Q4 Results Beat And Profitability Achieved
Date: 2025-08-29 18:24:15
Affirm Holdings Inc. (NASDAQ:AFRM) shares jumped more than 20% on Friday after the buy-now-pay-later provider delivered stronger-than-expected fourth-quarter results and achieved operating profitability.
The company reported adjusted EPS of $0.20, beating consensus of $0.12. Revenue rose 33% year-over-year to $876.4 million, topping the $834.4 million estimate, supported by growth in loan sales, interest income, and network fees.
Gross merchandise volume expanded 43% to $10.4 billion, driven by a 93% increase in 0% APR installment loans and 132% growth in Affirm Card usage. Revenue less transaction costs rose 37% to $425 million, equal to 4.1% of GMV.
Active consumers increased 24% to 23 million, while transaction frequency per user climbed 20%. Affirm Card adoption accelerated, with in-store spend up 187% and the card attach rate reaching 10%.
For Q1 FY26, Affirm projected revenue of $855–$885 million versus consensus of $858.4 million, and GMV of $10.1–$10.4 billion.
Author: davit kirakosyan
Source: Financial Modeling Prep
Read more