Ulta Beauty

本来消费不打算花时间了，后来看到季报后大跌的比例很高，想起来以前经济学家用几方面的消费情况来提前预测衰退风险，试试看会有什么发现。他跟踪的几个方面是：（1）外食餐饮（2）定制珠宝（3）化妆品和香水（4）女性服装（5）赌场
Home Depot 终于在逐季收入增速下降后看到负的增速，毛利率...

管理层观点
$Ulta Beauty(ULTA)$ Kecia Steelman 首先强调，Ulta Beauty 的“全年财务表现超出了我们的预期，同时我们进行了重要的面向客户的投资，为业务的未来增长奠定了基础”。Steelman 报告称，2025 财年净销售额增长近 10%，达到 124 亿美元；营业利润为 15 亿美元，占销售额的 12.4%；...

$Ulta Beauty(ULTA)$ 又创新高了，回去三年，公司通过回购注销总股本减少了15%。是真正在认真回报长期股东的公司。

随着持仓股$Ulta Beauty(ULTA)$股价的屡创新高，对于大多数股东来说一个幸福的烦恼也接踵而来：那就是Ulta的股价是否已经到了高估区域，卖出价又是多少？在我的估值体系下ULTA这种今后三年预期10%的增长配上目前25x的市盈率是一个典型的合理估值，此时持有或买入无法再从估值上占到市场先生的便宜...

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000385  Size: 5 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000773  Size: 7 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000396  Size: 13 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000701  Size: 6 KB 网页链接

$Ulta Beauty(ULTA)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-002570  Act: 34  Size: 7 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000783  Size: 7 KB 网页链接

$Ulta Beauty(ULTA)$ PRE 14A Other preliminary proxy statements Accession Number: 0001104659-26-039665  Act: 34  Size: 5 MB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000703  Size: 6 KB 网页链接

$Ulta Beauty(ULTA)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0001104659-26-035243  Act: 34  Size: 13 MB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000769  Size: 7 KB 网页链接

$Ulta Beauty(ULTA)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001104659-26-027061  Act: 34  Size: 652 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000771  Size: 7 KB 网页链接

$Ulta Beauty(ULTA)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000897069-26-000776  Size: 9 KB 网页链接