Ulta Beauty's Big Third Quarter: What's Driving the Growth?

Ulta Beauty has seen a big jump in sales for the third quarter of 2025. The company now expects to make about $12. 3 billion for the year. This is more than they thought they would make earlier. They also think they will make more money per share than they first expected. The company's stock went up by more than 6% after they shared this news. CEO Kecia Steelman said that new products, better shopping experiences, and strong marketing are helping Ulta sell more. She also said that people are still buying beauty products, even though they might be more careful with their money. Ulta's sales were higher than what experts thought they would be. They made $2. 86 billion in revenue, which is more than the $2. 72 billion that was expected. This shows that people are still spending money on beauty products, even if they are cutting back in other areas. The company is also facing more competition. Big stores like Walmart and online shops like Amazon are also selling beauty products. But Ulta is trying to stay ahead by adding more products and expanding into new markets. They recently bought a British beauty store called Space NK and opened stores in Mexico and the Middle East. Ulta is also adding more products to its online store. They have added over 3, 500 new items to their website. This is helping them attract new customers and sell more products. Despite all this good news, there are some challenges. Higher prices because of tariffs are making some products more expensive. But overall, Ulta is doing well and people are still buying beauty products from them.