Every material Form 8-K Ulta Beauty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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.
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.
Ulta Beauty reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales up 11.1% to $3.2 billion and diluted EPS up 15.5% to $7.74. The company raised its fiscal 2026 diluted EPS outlook to $28.36 to $28.80 and its operating income growth outlook to 6.5% to 9%, while leaving net sales, comparable sales and capital expenditure guidance unchanged. Shareholders benefit from higher profit and $555.0 million in share repurchases, though SG&A expenses rose 14.6%, faster than net sales.
Net sales rose 11.1% to $3.2 billion and comparable sales rose 5.3%; operating income rose 11.6% to $448.3 million.
Diluted EPS was $7.74 versus $6.70 a year earlier; net income was $340.5 million.
Fiscal 2026 diluted EPS outlook raised to $28.36 to $28.80 from $28.05 to $28.55; operating income growth outlook raised to 6.5% to 9% from 6% to 9%.
Repurchased $555.0 million of common stock; $1.3 billion remained under the $3.0 billion program as of May 2, 2026.
Ulta Beauty reported fourth-quarter net sales of $3.9 billion, up 11.8% from a year earlier, but diluted EPS fell to $8.01 from $8.46 as operating margin declined to 12.2% from 14.8%. The company also guided fiscal 2026 to net sales growth of 6% to 7% and diluted EPS of $28.05 to $28.55, which compares with $25.64 in fiscal 2025.
Q4 net sales rose 11.8% to $3.9 billion; comparable sales rose 5.8%.
Q4 diluted EPS was $8.01 versus $8.46 a year earlier; operating margin was 12.2% versus 14.8%.
Fiscal 2026 outlook: net sales growth of 6% to 7%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55.
Fiscal 2025 diluted EPS was $25.64; the company repurchased shares worth $890.5 million during the year.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ulta Beauty filing is on SEC EDGAR ↗. 8-K briefs of other companies →