Ulta Beauty: Recession Proof Or Not?

Apr. 11, 2025 11:34 AM ETUlta Beauty, Inc. (ULTA) StockULTA
Evin Rohrbaugh
1.02K Followers
(6min)

Summary

  • Ulta Beauty has shown exceptional growth with smart capital allocation and minimal debt, positioning it strongly in the market.
  • Despite current political uncertainty and potential recession risks, Ulta's diverse product range and strong loyalty program offer resilience.
  • Shares are currently undervalued; it's a good time to start a position with a plan to average down during potential market volatility.
Ulta Beauty Store

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Ulta Beauty, Inc. (NASDAQ:ULTA) is an American beauty retailer that was founded in 1990 and went public in 2007.

Below are the return metrics, even though their most similar competitor is Sephora, owned by LVMH Moët Hennessy - Louis Vuitton, Société Européenne (

This article was written by

1.02K Followers
I am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @GrowthyValue

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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