Ulta Beauty Dirección
Dirección controles de criterios 2/4
El CEO de Ulta Beauty es Kecia Steelman , nombrado en Sep 2023, tiene una permanencia de 2.67 años. compensación anual total es $15.40M, compuesta por 8.8% salario y 91.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.039% de las acciones de la empresa, por valor de $8.99M. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 5.4 años, respectivamente.
Información clave
Kecia Steelman
Chief Executive Officer (CEO)
US$15.4m
Compensación total
| Porcentaje del salario del CEO | 8.76% |
| Permanencia del CEO | 2.7yrs |
| Participación del CEO | 0.04% |
| Permanencia media de la dirección | 1.3yrs |
| Promedio de permanencia en la Junta Directiva | 5.4yrs |
Actualizaciones recientes de la dirección
Recent updates
ULTA: Unleashed Plan And AI Personalization Will Support Bullish Outlook
Ulta Beauty's analyst price target has been updated modestly higher, with fair value moving from about $673.50 to $681.50 as analysts factor in slightly adjusted growth, margin, and P/E assumptions following a mix of target raises and trims tied to recent earnings, guidance, and views on the "Unleashed" growth plan. Analyst Commentary Street research around Ulta Beauty is mixed, with many firms still positive on the long term setup while trimming price targets after recent quarterly results and guidance.The Pros And Cons Of Investing In Ulta Beauty Now
Apr 17ULTA: Middle East Expansion And EPS Guidance Will Support Bullish Outlook
Ulta Beauty's analyst fair value estimate has been trimmed by about $10.88 to $673.50 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, while still modeling a small improvement in profit margins. Analyst Commentary Street research around Ulta Beauty has been active, with several firms updating price targets and ratings following recent results and guidance.
ULTA: International Expansion And Loyalty Flywheel Will Support Higher Earnings Power
The analyst fair value estimate for Ulta Beauty has been raised from $790 to $810. This reflects updated views on slightly lower revenue growth assumptions, modestly higher profit margins, a lower discount rate, and Street research that highlights both recent price target adjustments and ongoing support for the company's competitive position and earnings outlook.
ULTA: Mixed Margin Signals And New Initiatives Will Shape Future Upside Potential
The updated analyst price target for Ulta Beauty edges higher to about $504 from about $485, as analysts factor in slightly lower modeled revenue growth, a modestly higher profit margin profile, and a small adjustment in the future P/E and discount rate following recent research updates that balance mixed post earnings reactions with ongoing support for the business model. Analyst Commentary Recent Street research on Ulta Beauty reflects a mixed backdrop, with many firms adjusting models and price targets after the latest quarterly update and forward guidance.ULTA: Fair Outlook Balances Middle East Expansion With Ongoing Demand Uncertainty
Ulta Beauty's analyst-derived fair value estimate has shifted from about $675 to roughly $684, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples following a series of recent price target increases and rating actions across the Street. Analyst Commentary Recent research activity around Ulta Beauty has been active, with several firms updating price targets and ratings as they refresh their models on revenue growth, profitability, and sector positioning in specialty beauty retail.ULTA: International Expansion And Retail Execution Will Support A Higher Multiple
The analyst fair value estimate for Ulta Beauty has been raised from $725 to $790, as analysts factor in updated assumptions for growth, margins, discount rate, and future P/E following a series of higher price targets and rating actions across the Street. Analyst Commentary Recent Street research on Ulta Beauty has tilted firmly positive, with a cluster of higher price targets and fresh or reaffirmed positive ratings framing the stock as a key specialty beauty name for many institutional desks.ULTA: Earnings Momentum And Middle East Expansion Will Face Spending Uncertainty
Analysts have lifted their fair value estimate for Ulta Beauty from about $603 to roughly $675, citing updated assumptions for slightly higher revenue, modestly stronger profit margins, and a higher future P/E multiple reflected across a series of recent price target increases and rating actions. Analyst Commentary The recent wave of research updates on Ulta Beauty clusters around higher price targets and a mix of upbeat and more measured views on execution and competitive risk.ULTA: Rising Sector Optimism Will Likely Mask Mounting Margin Investment Risk
Our analyst price target for Ulta Beauty has been lifted from US$477.51 to US$485.43 as analysts factor in stronger top line expectations, a slightly higher future P/E assumption, and broadly supportive recent research that highlights sector optimism and Ulta's execution, even though it requires ongoing investment to address competitive pressures. Analyst Commentary Recent Street research around Ulta Beauty has centered on higher price targets and refreshed views on the core beauty retail story, with several firms updating their models after company meetings, store visits, and broader sector reviews.ULTA: Inventory Discipline And Macro Tailwinds Will Support A Higher Multiple
Narrative Update: Ulta Beauty Analysts have lifted their implied fair value estimate for Ulta Beauty from about US$468 to roughly US$725, citing higher assumed revenue growth, slightly stronger profit margins, a richer future P/E multiple, and a sector view that highlights inventory discipline and potential macro support from lower interest rates and gas prices. Analyst Commentary Bullish analysts are framing the recent fair value re-rating for Ulta Beauty within a wider positive view on specialty retail, pointing to supportive sector trends and company specific execution as key drivers behind higher implied values.ULTA: Margin Recovery Hopes Will Likely Prove Overly Optimistic
Analysts have raised their price target on Ulta Beauty by roughly $62 to approximately $478 per share, citing sustained earnings outperformance, improving growth and margin expectations, and strategic expansion via the Space NK acquisition, despite recent share underperformance. Analyst Commentary While the latest upgrade and higher price targets reflect growing confidence in Ulta Beauty's strategy and earnings power, some bearish analysts remain cautious on the stock's risk reward profile.ULTA Will Navigate Earnings Momentum And New Markets Amid Spending Uncertainty
Analysts have lifted their price target for Ulta Beauty by about $29 to roughly $603 per share, citing continued earnings outperformance, improving revenue growth and margins, and confidence in the growth potential from its Space NK acquisition despite broader consumer spending concerns. Analyst Commentary Bullish analysts highlight that the upgraded rating reflects growing confidence in Ulta Beauty's ability to sustain earnings outperformance, even as the stock has lagged broader market benchmarks in recent months.Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future
Ulta Beauty's consensus analyst price target has been raised from $518.41 to $545.36, reflecting sustained top-line momentum, operational improvements, and strategic initiatives such as digital enhancements and brand partnerships, though further upside is seen as contingent on continued fundamental execution given elevated expectations. Analyst Commentary Bullish analysts point to sustained top-line momentum, improving fundamentals, and positive comparable sales trends, with multiple forecasting near-term earnings beats and raised FY25 guidance.We Like Ulta Beauty's (NASDAQ:ULTA) Returns And Here's How They're Trending
Jul 15
Risks To Shareholder Returns Are Elevated At These Prices For Ulta Beauty, Inc. (NASDAQ:ULTA)
Jun 19Ulta Beauty: Getting More Attractive With Each Visit, Just Like Its Customers
Mar 02Ulta Beauty: More Headwinds Ahead As Growth Stalls & Balance Sheet Deteriorates
Jan 28Ulta Beauty Looks Ready To Shine (Technical Analysis)
Dec 23Ulta Beauty: What To Think Of Berkshire's Short Holding Period
Nov 25I'm Finally Buying Ulta Beauty's Bold Transition Phase (Rating Upgrade)
Nov 12Ulta Beauty: Investor Day Unveils Long-Term Value
Oct 21Ulta Beauty: A Compelling Investment In An Expensive Market
Oct 11Bottom Fishing Ulta Beauty With Buffett (Technical Analysis)
Sep 18The Fading Allure Of Ulta (Rating Downgrade)
Sep 06
Expanding Beauty Empire Fuels Revenue Growth Amid Evolving Challenges
Ulta Beauty's expansion and new store formats project a confident growth strategy aimed at increasing its market presence and attracting more customers.Ulta Beauty's Ugly Day
Aug 30Ulta Beauty: No Change In Fundamental Prospects Despite Berkshire Hathaway's Position
Aug 15Ulta Beauty: Still Struggling To Capture Demand, Move Inventory
Jul 21Ulta Beauty: Rising Inventories Are Another Major Red Flag
Jun 19Ulta Beauty: Great Business, Greater Opportunity
May 28Ulta Beauty: The Arrival In Mexico Came At The Best Time
May 20Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jan 31 2026 | US$15m | US$1m | US$1b |
| Nov 01 2025 | n/a | n/a | US$1b |
| Aug 02 2025 | n/a | n/a | US$1b |
| May 03 2025 | n/a | n/a | US$1b |
| Feb 01 2025 | US$6m | US$1m | US$1b |
| Nov 02 2024 | n/a | n/a | US$1b |
| Aug 03 2024 | n/a | n/a | US$1b |
| May 04 2024 | n/a | n/a | US$1b |
| Feb 03 2024 | US$6m | US$1m | US$1b |
| Oct 28 2023 | n/a | n/a | US$1b |
| Jul 29 2023 | n/a | n/a | US$1b |
| Apr 29 2023 | n/a | n/a | US$1b |
| Jan 28 2023 | US$9m | US$1m | US$1b |
| Oct 29 2022 | n/a | n/a | US$1b |
| Jul 30 2022 | n/a | n/a | US$1b |
| Apr 30 2022 | n/a | n/a | US$1b |
| Jan 29 2022 | US$4m | US$783k | US$986m |
Compensación vs. Mercado: La compensación total ($USD15.40M) de Kecia está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.60M).
Compensación vs. Ingresos: La compensación de Kecia ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Kecia Steelman (54 yo)
2.7yrs
Permanencia
US$15,403,663
Compensación
Ms. Kecia L. Steelman is Director of The Breast Cancer Research Foundation Inc. Ms. Steelman serves as an Independent Director at Pinterest, Inc. since February 16, 2026. She is President, CEO & Director o...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.7yrs | US$15.40m | 0.039% $ 9.0m | |
| CFO & Principal Financial Officer | less than a year | US$5.31m | 0.0097% $ 2.2m | |
| Senior VP | less than a year | US$2.06m | 0.0052% $ 1.2m | |
| Chief Legal Officer & Corporate Secretary | 1.1yrs | US$4.35m | 0.000010% $ 2.3k | |
| Chief Human Resources Officer | 4.1yrs | US$4.19m | 0.016% $ 3.6m | |
| Chief Technology & Transformation Officer | 2.9yrs | sin datos | sin datos | |
| Senior Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief Marketing Officer | 1.3yrs | sin datos | sin datos | |
| Chief Retail Officer | 5.7yrs | sin datos | sin datos | |
| Chief Supply Chain Officer | 2.2yrs | sin datos | sin datos | |
| Chief Merchandising & Digital Officer | less than a year | sin datos | sin datos | |
| Chief Executive Officer of Space NK | 1.3yrs | sin datos | sin datos |
1.3yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ULTA no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 1.3yrs | US$15.40m | 0.039% $ 9.0m | |
| Independent Director | 11.6yrs | US$300.02k | 0.014% $ 3.2m | |
| Independent Director | 10.7yrs | US$325.02k | 0.0046% $ 1.1m | |
| Independent Non-Executive Chair | 16.9yrs | US$500.02k | 0.016% $ 3.7m | |
| Director | less than a year | US$188.99k | 0.0023% $ 533.0k | |
| Independent Director | 6.5yrs | US$340.02k | 0.0061% $ 1.4m | |
| Independent Director | 14.3yrs | US$300.02k | 0.0039% $ 892.1k | |
| Independent Director | 4.3yrs | US$335.02k | 0.0031% $ 725.3k | |
| Independent Director | 6.7yrs | US$300.02k | 0.0043% $ 1.0m | |
| Independent Director | 3.4yrs | US$300.02k | 0.0023% $ 537.6k | |
| Independent Director | 4.3yrs | US$300.02k | 0.0031% $ 725.3k | |
| Director | less than a year | US$188.99k | sin datos |
5.4yrs
Permanencia media
58yo
Promedio de edad
Junta con experiencia: La junta directiva de ULTA se considera experimentada (5.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 10:33 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ulta Beauty, Inc. está cubierta por 35 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Mark Altschwager | Baird |
| Adrienne Yih-Tennant | Barclays |