Aug 27, 4:07 PM ET
Ulta Beauty reported second-quarter fiscal 2026 results with net sales up 8.9% to $3.0 billion and diluted EPS up 13.3% to $6.55. The company raised its fiscal 2026 diluted EPS outlook to $28.70 to $29.00 from $28.36 to $28.80 and increased its fiscal 2026 stock repurchase plan to $1.8 billion from $1.5 billion, which matters to shareholders because it signals stronger expected profit and more capital returned to them.
- Net sales rose 8.9% to $3.0 billion, while comparable sales increased 3.8% for the quarter ended August 1, 2026.
- Operating income increased 10.1% to $379.6 million; gross margin slipped to 39.1% from 39.2%.
- Updated fiscal 2026 diluted EPS outlook is $28.70 to $29.00, up from $28.36 to $28.80.
- Fiscal 2026 repurchase plan increased to $1.8 billion from $1.5 billion; $1.0 billion remained under the $3.0 billion program as of August 1, 2026.
Read the filing on SEC.gov ↗
Aug 17, 6:30 AM ET
Ulta Beauty's Board appointed Brieane L. Olson, chief executive of Pacific Sunwear of California, as an independent director, effective August 31, 2026. She fills the seat vacated by the resignation of Kelly Garcia, and the company says the Board will have 10 directors. The filing reports no financial results and describes a board change only.
- Olson, 47, has served as CEO of Pacific Sunwear since May 2023 and joined PacSun in 2007.
- Appointment is effective August 31, 2026, and her term runs to the 2027 Annual Meeting of Stockholders.
- Board will consist of 10 directors after the appointment, per the press release.
- Garcia's resignation from the Board takes effect on the same date; the press release says it ties to his move to Chief Technology Officer.
Read the filing on SEC.gov ↗
Jul 14, 4:30 PM ET
Ulta Beauty said board member Kelly Garcia will become its Chief Technology Officer effective August 31, 2026, and will resign from the board on that date. The change moves a board member into a senior executive role and is a leadership change rather than a financial result.
- Kelly Garcia, a board member since 2022, is appointed Chief Technology Officer effective August 31, 2026.
- Garcia resigns from the Board of Directors effective on his CTO start date.
- Garcia previously served as Executive Vice President and CTO of Domino's Pizza since July 2012.
- The filing contains no financial results or guidance.
Read the filing on SEC.gov ↗
Jun 9, 5:01 PM ET
At its June 9, 2026 annual meeting, Ulta Beauty stockholders elected all 10 director nominees, approved a new 2026 Incentive Award Plan, and approved amendments to the certificate of incorporation covering officer exculpation and exclusive forum provisions. The plan authorizes up to 5,001,201 shares, including 3,500,000 newly authorized shares, which shareholders should weigh as potential dilution. Most proposals passed with strong support, while the executive compensation advisory vote drew 22.02% against.
- The 2026 Plan authorizes up to 5,001,201 shares: 3,500,000 new shares plus 1,501,201 remaining under the Prior Plan as of April 13, 2026.
- Executive compensation advisory vote: 77.83% for, 22.02% against.
- Ernst & Young LLP ratified as independent auditor for fiscal 2026, ending January 30, 2027, with 88.08% for.
- Lorna E. Nagler and Gisel Ruiz received the lowest director support at 94.21% and 94.62% for, respectively.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
