ULTA Ulta Beauty, Inc. Loading...

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13:00
Nov 19 ◎
Rick Gomez Chief Commercial Officer, Target Corporation TGT Q3 FY25 call
Target expects to reach more than half of the US population with next-day shipping, and contract with Ulta will not be renewed, implying a change in beauty merchandising strategy going into 2026. — Next-day shipping expansion puts competitive pressure on Amazon and Walmart, while the Ulta contract loss signals a strategic shift in Target's beauty department.
ULTA
HIGH

About ULTA Analyst Coverage

Buzzberg tracks ULTA (Ulta Beauty, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Rick Gomez.