"ULTA is a strong performer in the consumer discretionary sleeve, sitting above $540 per share and described as having “done fairly well.”"
@ ~$27.91
"My Investment Portfolio Update 2026"
Latest analyst takes
"ULTA is a strong performer in the consumer discretionary sleeve, sitting above $540 per share and described as having “done fairly well.”"
"I own Ulta and view it as a buy because 44M rewards members, 5.4% same-store-sales growth, steady returns on capital and conservative model assumptions produce compelling upside (analysts’ EPS rising to ~$44 would imply ~ $880 at a 20x PE in five years)."