Beauty & Cosmetics Growth Story: Radiant Stocks You Should Watch
The beauty and cosmetics industry is a resilient segment within consumer products, driven by ongoing demand for skincare, fragrance, and color cosmetics. This article highlights key growth drivers like wellness positioning, ingredient transparency, and digital transformation, and identifies three companies—Interparfums, The Estee Lauder Companies, and e.l.f. Beauty—as positioned to benefit from these trends. These companies are innovating, adapting to consumer preferences, and expanding their market reach through strategic brand management and digital engagement.
JPMorgan Adjusts Price Target on Ulta Beauty to $800 From $647
JPMorgan has raised its price target for Ulta Beauty (ULTA) to $800 from $647, reflecting a more optimistic outlook on the company's future performance. This adjustment signals a significant upgrade in the bank's valuation of the specialty retailer. The article also provides a company profile for Ulta Beauty, highlighting its operations in cosmetics and perfumes distribution, beauty salons, and online sales.
Does e.l.f. Beauty’s (ELF) New Director and Buyback Reset Its Capital Allocation Narrative?
e.l.f. Beauty recently appointed Matthew Farrell to its Board of Directors and completed a US$100.53 million share repurchase program. These actions are expected to influence investor perception of e.l.f.'s governance and capital allocation strategies, particularly as the company navigates growth opportunities and potential margin pressures. While management’s recent "beat and raise" quarter and increased guidance for fiscal 2026 sales are positive, the long-term investment narrative still depends on how well the company manages risks like tariffs and supply chain exposure.
ROSALÍA fronts Calvin Klein's new euphoria elixirs, intense vanilla scents
Calvin Klein (NYSE: PVH) and Calvin Klein Fragrances have announced GRAMMY® Award-winning singer-songwriter ROSALÍA as the face of their new "euphoria elixirs" collection. This three-scent parfum intense line centers on rich vanilla notes, with each elixir featuring 28%+ ultra-concentration. The collection, which includes magnetic, bold, and solar elixirs, will be available starting March 1, 2026, at Macy's, Ulta, and Amazon, with prices ranging from $36 to $129.
How Ralph Lauren and Microsoft are shaping luxury retail’s next era
Ralph Lauren and Microsoft have maintained a 25-year partnership that has significantly shaped luxury retail's integration with the digital world. Their collaboration, highlighted at NRF 2026: Retail’s Big Show, focuses on blending storytelling with commerce to enhance customer experience, exemplified by their new AI-powered conversational shopping tool, "Ask Ralph." This innovation aims to foster deeper customer connection and internal collaboration within Ralph Lauren.
Apple, Ulta Beauty, AstraZeneca And A Real Estate Stock On CNBC's 'Final Trades'
Experts on CNBC's "Halftime Report Final Trades" discussed their current stock picks. Joshua Brown remains positive on Apple, Jim Lebenthal favors AstraZeneca, Jenny Van Leeuwen Harrington highlighted VICI Properties for its dividend yield, and Joe Terranova recommended Ulta Beauty, which recently announced its first store opening in the UAE.
Kite Realty Group Trust (NYSE:KRG) Q4 2025 Earnings Call Transcript
Kite Realty Group Trust (NYSE: KRG) held its Q4 2025 earnings call, reporting strong operational and transactional accomplishments including leasing nearly 5 million square feet, entering into joint ventures worth $1 billion, and selling $622 million in noncore assets. The company exceeded earnings expectations with an EPS of $0.843 against an anticipated $0.51, and discussed its strategy to enhance portfolio quality, organic growth, and shareholder value through strategic dispositions, acquisitions, and share buybacks. They also provided guidance for 2026, anticipating slight FFO per share growth and continued focus on derisking the portfolio and improving embedded rent escalators.
Grand Opening for New Cedar Rapids Ulta Store Set For This Weekend
A new Ulta Beauty store has opened in the Westdale Town Center in Cedar Rapids and will host its official grand opening celebration this weekend, from Friday, February 20th through Sunday, February 22nd. During the grand opening, customers can enjoy a 20% discount on qualifying in-store purchases without needing a coupon. The new location offers hair services, a Benefit BrowBar, The Wellness Shop, and is located at 3915 Westdale Parkway SW.
Ulta Beauty Expands Wellness Brands And Athlete Campaign As Valuation Stays Rich
Ulta Beauty is expanding its product offerings by rolling out new wellness brands SickScience and Luna Bronze across its stores nationwide. Concurrently, the company is launching an "Ulta Beauty Roster" campaign to feature professional female athletes, aiming to connect with younger consumers through themes of performance and confidence. While these strategic moves leverage current consumer trends, the article notes that Ulta Beauty's valuation remains rich, trading above analyst targets and an estimated fair value.
Ulta Beauty stock hits all-time high at $701.16 USD
Ulta Beauty's stock has reached an all-time high of $701.16 USD, reflecting strong performance with an 89.75% 1-year change and a market capitalization of $31.11 billion. This growth is attributed to strong sales, strategic expansion, and positive analyst adjustments to price targets. The company is also expanding internationally, with plans for new stores in the UAE following its initial Middle East location in Kuwait.
Ulta Beauty stock hits all-time high at $701.16 USD
Ulta Beauty Inc. stock has reached an all-time high of $701.16 USD, reflecting strong performance and an 89.75% increase over the past year. This achievement is attributed to strong sales and strategic expansion efforts, including plans to open new international stores and product launches like Rare Beauty. Analysts have adjusted price targets upward, recognizing Ulta's robust market position and growth trajectory.
Assessing Ulta Beauty (ULTA) Valuation After CEO Turnaround Efforts And New Wavytalk Partnership
Ulta Beauty (ULTA) is back in focus following a turnaround year under CEO Kecia Steelman, with renewed leadership momentum and new digital partnerships, including Wavytalk’s debut on Ulta.com, driving investor interest. Despite recent positive share price movements and strong shareholder returns, analysts suggest the stock is currently overvalued, trading above its fair value of $427.41 and presenting mixed signals regarding its P/E ratio compared to industry averages and its own fair ratio. The article delves into the company's competitive advantages, growth prospects, and potential risks, advising investors to carefully consider the valuation risks amidst these mixed signals.
Herbalife (HLF) To Report Earnings Tomorrow: Here Is What To Expect
Herbalife (HLF) is set to report earnings tomorrow, with analysts expecting revenue growth of 2.5% year over year to $1.24 billion and adjusted earnings of $0.48 per share. The company beat revenue expectations by 0.5% last quarter but has missed Wall Street's revenue estimates five times in the last two years. Sentiment in the personal care segment has been positive, but Herbalife's stock has declined by 6.1% over the last month.
Why Trade Desk Shares Are Trading Higher By 15%; Here Are 20 Stocks Moving Premarket
The Trade Desk, Inc. saw its shares jump 14.8% in pre-market trading after the announcement that it will replace ANSYS Inc. in the S&P 500 index. This news led to significant pre-market movements across various stocks, with some experiencing substantial gains and others declines. The article also provides a brief overview of Australian Oilseeds Holdings Limited, highlighting its focus on sustainable oilseed production.
Did Ulta’s New Science-Led Wellness Assortment Just Shift Ulta Beauty’s (ULTA) Investment Narrative?
Ulta Beauty recently expanded its online and in-store offerings with new science-led wellness and clinical skincare brands like SickScience, Wavytalk, and Bloomeffects. This move aims to enhance Ulta's relevance with ingredient-conscious consumers, which is crucial for maintaining customer loyalty and basket sizes amid rising costs and digital competition. While this expansion is seen as incremental for near-term earnings, analysts will be watching how these new brands affect future profit profiles and could influence the company's long-term investment narrative.
Elf Beauty Raises FY26 Forecasts Amid Strong Q3 Results
Elf Beauty (ELF) reported robust Q3 results, including a 38% surge in net sales and an EPS of $1.24, significantly beating analyst expectations. This strong performance led the company to raise its FY26 EPS and revenue forecasts, now projecting an EPS range of $3.05-$3.10, indicating continued market dominance and investor confidence. Analysts from Citi and JPMorgan have also increased their price targets for the stock, reinforcing a bullish outlook for ELF.
TD Cowens Cuts Target on e.l.f. Beauty (ELF) to $100
TD Cowen has reduced its target price for e.l.f. Beauty (ELF) to $100 from $110, while maintaining a Buy recommendation. This adjustment follows the release of ELF's Q3-FY2026 results, which showed a 38% year-over-year sales growth primarily driven by the "rhode" brand launch, but indicated minimal organic volume growth, leading analysts to anticipate slower revenue growth ahead. Despite this, ELF management increased its full-year net sales guidance.
Ulta Beauty Expands Wellness Brands And Athlete Campaign As Valuation Stays Rich
Ulta Beauty is expanding its product offerings by rolling out two new wellness brands, SickScience and Luna Bronze, and launching the Ulta Beauty Roster campaign featuring female athletes. These initiatives aim to deepen customer engagement through themes of wellness, performance, and community. While the company's valuation is considered rich, trading about 35.9% above estimated fair value, investors will be watching how these new strategies translate into growth.
Pinterest Adds Ulta Beauty Chief To Board As AI Commerce Push Grows
Pinterest has appointed Kecia Steelman, CEO of Ulta Beauty, to its board of directors, signaling a strategic push towards AI-powered commerce and shopping integration. This move comes amid company restructuring and aims to leverage Steelman's extensive retail experience to enhance Pinterest's shopping features and monetization efforts. Investors should monitor how this board change influences product decisions, partnerships, and ultimately, whether it translates into improved financial performance against competitors.
Ulta Beauty (ULTA) Declines More Than Market: Some Information for Investors
Ulta Beauty (ULTA) shares closed down 2.32% at $667.18, underperforming the broader market. Despite this, the company's shares had previously gained 2.89%, outpacing its sector. Investors are awaiting Ulta Beauty's upcoming financial results, with projected EPS of $7.93 and revenue of $3.82 billion.
Ulta Beauty Expands Wellness Brands And Athlete Campaign As Valuation Stays Rich
Ulta Beauty is expanding its product offerings by introducing two new brands, SickScience and Luna Bronze, and launching the "Ulta Beauty Roster" campaign to feature professional female athletes. These initiatives aim to blend merchandise growth with a focus on wellness and community engagement. Despite these strategic moves, the company's valuation remains rich, trading approximately 35.9% above its estimated fair value.
Estée Lauder sues Walmart over alleged counterfeits
Estée Lauder has filed a lawsuit against Walmart, alleging trademark infringement due to the sale of counterfeit products on Walmart's third-party marketplace. The cosmetics giant claims that items from brands such as La Mer, Tom Ford, and Clinique are being sold as fakes, and that Walmart's representations lead customers to believe the retailer vets its marketplace sellers, implying endorsement of these products. Estée Lauder is seeking a jury trial, an injunction against further sales, damages, and disclosure of the counterfeit suppliers.
A smart move for beauty-from-within: Make Time Wellness expands to Ulta Beauty
Women’s brain health brand Make Time Wellness has launched its product line on Ulta Beauty’s website, signifying a growing trend in the beauty-from-within category to include cognitive, energy, and sleep support. This expansion reflects a broader industry shift where beauty retailers are integrating holistic wellness products, moving beyond traditional topical and aesthetic solutions. Make Time Wellness emphasizes a brain-first approach to beauty, with formulations meticulously designed to support cognitive function before addressing beauty outcomes, setting new standards for substantiation and product design in the supplement industry.
A smart move for beauty-from-within: Make Time Wellness expands to Ulta Beauty
Make Time Wellness has expanded its brain health product line to Ulta Beauty's website, signaling a growing trend where beauty retailers are broadening their wellness offerings beyond traditional topical solutions. The brand emphasizes a "brain first" approach to beauty-from-within, focusing on cognitive support before addressing physical and aesthetic outcomes. This move highlights increasing retailer expectations for scientifically-backed, multi-benefit formulations in the beauty-from-within category.
LG H&H’s CNP Enters Ulta Beauty Stores and Online, Expands North America Push
LG H&H's derma-cosmetic brand, CNP, has significantly expanded its presence in North America by launching its products both online and in physical stores at Ulta Beauty. The expansion, which began on February 1st, includes CNP's flagship Propolis and Derma Answer lines, aiming to strengthen its market position in the U.S. The brand will introduce 18 products at Ulta, including its bestselling Propolis Lipcerin, and continue marketing efforts to establish itself as a prominent K-derma brand in the region.
CNA Financial : Big Brothers Big Sisters of America Elects Erik Lopez, Andrew Ross, and Douglas M. Worman to National Board
Big Brothers Big Sisters of America (BBBSA) has elected Erik Lopez (Ulta Beauty), Andrew Ross (Confluence Global Capital), and Douglas M. Worman (CNA Financial Corporation) to its National Board of Directors. These new members bring diverse professional expertise and a strong commitment to mentoring, which will help BBBSA expand opportunities for young people and strengthen its governance. Their appointment aims to advance the organization's mission of creating positive one-to-one mentoring relationships for youth across the United States.
MEDIHEAL EXPANDS ULTA BEAUTY FOOTPRINT WITH THE DEBUT OF ITS HIGH-PERFORMANCE PDRN COLLECTION NATIONWIDE
Mediheal, a leading Korean derma cosmetic brand, is expanding its U.S. retail presence by launching its high-performance PDRN Collection in over 1,400 Ulta Beauty stores nationwide. The collection features products like the PDRN Lifting Pad and Serum, formulated with unique Rose-based Vegan PDRN for deeper skin absorption. This expansion follows Mediheal's significant success in Korea and aims to meet the growing U.S. demand for clinical-grade skincare.
Instacart Partners with Lush to Bring Fresh, Handmade Cosmetics to Customers in as Fast as One Hour
Instacart has partnered with Lush Cosmetics to offer same-day delivery of Lush's fresh, handmade cosmetics in as fast as one hour. This collaboration makes over 600 Lush products, including bath bombs and face masks, available with same-as-in-store pricing to customers in 250 stores across the U.S. and Canada, just in time for Valentine's Day. The partnership expands Instacart's vast network of retail banners and aims to provide greater convenience and accessibility for customers seeking self-care essentials and gifts.
5 Must-Read Analyst Questions From e.l.f. Beauty's Q4 Earnings Call
e.l.f. Beauty exceeded Q4 earnings expectations, driven by the Rhode acquisition and strong innovation. The company reported significant beats on revenue, adjusted EPS, and EBITDA, and raised its full-year guidance. Analysts probed management on EBITDA margins, Rhode's expansion, price increase impacts, innovation strategy in underpenetrated segments, and increased marketing spend, with management providing detailed explanations for their strategic decisions.
Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?
Ulta Beauty (ULTA) is projected to continue its streak of beating earnings estimates, according to Zacks Equity Research. The company has a history of surpassing expectations, with an average surprise of 13.81% over the last two quarters. With a positive Zacks Earnings ESP of +1.63% and a Zacks Rank #3 (Hold), Ulta is well-positioned for another positive earnings surprise.
SickScience Launches at Ulta Beauty, Bringing Clinically-Driven Biotech Beauty to a National Retail Stage
SickScience, a biotech beauty brand, has officially launched at Ulta Beauty, making its clinically-driven skincare, scalp, and body care products available online and in 757 stores nationwide beginning February 22, 2026. The partnership highlights a shared commitment to science-backed innovation, featuring SickScience's proprietary NX35™ Exosome Technology for cellular regeneration. This expansion allows Ulta Beauty customers to access high-performance biotech beauty and marks a significant step in the brand's growth and accessibility within the prestige and wellness-adjacent beauty space.
e.l.f. Beauty (ELF) Announces Results for 3 and 9 Months ended December 31, 2025
e.l.f. Beauty (ELF) announced a 38% rise in quarterly net sales to $489.5 million for the period ending December 31, 2025, driven by growth in retailer and e-commerce channels. The company also raised its FY 2026 outlook, projecting higher net sales growth and a significant contribution from Rhode. JPMorgan maintained an "Overweight" rating and increased its price target for ELF shares following the announcement.
Ulta Beauty CEO Kecia Steelman joins Pinterest board of directors By Investing.com
Pinterest, Inc. announced the appointment of Ulta Beauty CEO Kecia Steelman to its Board of Directors, effective February 16, 2026. Steelman brings over 30 years of retail leadership experience, including her role as Ulta Beauty's CEO since January 2025. This announcement comes as Pinterest shares are trading near their 52-week low, and the company prepares to report earnings, while also undergoing a global restructuring.
Ulta Beauty CEO Kecia Steelman joins Pinterest board of directors By Investing.com
Ulta Beauty CEO Kecia Steelman has been appointed to Pinterest's Board of Directors, effective February 16, 2026. Steelman brings over 30 years of retail leadership experience, including her role as Ulta Beauty's CEO since January 2025. Her appointment comes as Pinterest's shares are near a 52-week low, though the company maintains strong financial fundamentals and is set to report earnings soon.
Luna Bronze Makes U.S. Retail Debut Through Launch at Ulta Beauty
Australian sunless tanning brand Luna Bronze has announced its entry into the U.S. retail market through a partnership with Ulta Beauty. This launch signifies a major step in Luna Bronze's global expansion, making its skin-first self-tanning products more accessible nationwide. Ulta Beauty will carry a curated selection of 15 bestselling Luna Bronze formulas, highlighting the growing consumer interest in sun care and self-tanning that prioritizes skin health.
Victoria's Secret CEO says Gen Z didn't grow up with 2000s body image baggage
Victoria's Secret CEO Hillary Super believes Gen Z's body positivity, rather than the "heroin chic" era, is key to the brand's revived fashion show. Super suggests that younger shoppers embrace the glamour without the body image trauma experienced by previous generations, seeing the Angels as fun rather than solely aspirational. This shift in attitude is central to Victoria's Secret's comeback strategy, which includes a more inclusive runway featuring pregnant models, older Angels, curve models, and athletes.
Las Vegas Woman Charged With Grand Theft at Irvine Ulta Store
A Las Vegas woman, Jasele Alicia Villanueva, has been charged with felony grand theft for allegedly stealing over $2,000 in merchandise from an Ulta beauty store in Irvine. Police also suspect her of being responsible for more than $60,000 in thefts from Ulta stores across Nevada and Arizona, where active extradition warrants exist for similar cases. Villanueva was arrested in Corona and has pleaded not guilty to the Irvine charge.
Pinterest Adds Ulta CEO Kecia Steelman to Board
Pinterest has appointed Ulta Beauty CEO Kecia Steelman to its board of directors, effective February 16, 2026. This move aims to leverage Steelman's extensive retail and omnichannel experience to further Pinterest's transformation into a leading visual discovery and AI-driven shopping platform. Steelman's appointment is expected to strengthen Pinterest's relationships with brands and enhance its standing as a key platform for shopping and performance advertising.
Ulta Beauty CEO joins Pinterest board as it builds AI shopping platform
Pinterest has appointed Kecia Steelman, CEO of Ulta Beauty, to its Board of Directors, effective February 16, 2026. This move is strategic as Pinterest aims to evolve into a leading visual discovery and AI-powered shopping platform, especially targeting Gen Z. Steelman brings extensive experience in growing global businesses, omnichannel experiences, and brand partnerships to support Pinterest's growth initiatives.
Ulta Beauty stock hits all-time high at 695.52 USD By Investing.com
Ulta Beauty Inc. (ULTA) stock has reached a new all-time high of $695.52 USD, reflecting an 84.2% increase over the past year and showcasing strong investor confidence. The company's impressive growth is backed by its strategic initiatives, expanding market presence, and robust financial performance, including nearly $12 billion in revenue and a 42.9% gross profit margin. Analyst price targets range from $440 to $790, with some analysts raising their targets due to strategic acquisitions, strong product pipelines, and international expansion efforts into the UAE and Kuwait.
Ulta Beauty stock hits all-time high at 695.52 USD
Ulta Beauty's stock has reached an all-time high of $695.52, an 84.2% increase over the past year, reflecting strong performance and investor confidence. The company's growth is attributed to strategic initiatives, an expanding market presence, and recent analyst upgrades. Ulta is also strategically expanding internationally with its first UAE store opening in January 2026.
Made by Mitchell gets key US deal with Ulta Beauty
UK-based beauty brand Made by Mitchell has secured a significant retail partnership with Ulta Beauty, marking its major debut in the US market across over 1,350 stores. This expansion follows the brand's success on TikTok Shop, where it achieved over $1 million in sales within a year, and builds on its existing international presence in retailers like Boots and Priceline. The move signifies a growing confidence from major US retailers in online-born challenger brands and bolsters Made by Mitchell's position as a global player.
Luna Bronze Makes U.S. Retail Debut Through Launch at Ulta Beauty
Luna Bronze, an Australian sunless tanning brand focused on skin health, has launched its products at Ulta Beauty stores nationwide and on Ulta.com. This partnership marks Luna Bronze's significant entry into the U.S. retail market, offering a curated selection of its bestselling skin-first self-tanning solutions. The collaboration aims to make healthier alternatives to UV exposure more accessible to a wider audience, aligning with Ulta Beauty's commitment to self-care and global beauty trends.
Luna Bronze Makes U.S. Retail Debut Through Launch at Ulta Beauty
Australian sunless tanning brand Luna Bronze has announced its first major U.S. retail partnership with Ulta Beauty, marking a significant step in its global expansion. Founded by Rhiannon Hall and Maddy Balderson, the brand is known for its skin-first approach to self-tanning, offering safer alternatives to UV exposure. Ulta Beauty will feature 15 of Luna Bronze's bestselling products, reflecting a growing consumer interest in sun care and self-tan for beauty and wellness.
Ulta Beauty taps women athletes for marketing push
Ulta Beauty has launched the "Ulta Beauty Roster" campaign, partnering with six professional female athletes across various sports to promote beauty and athleticism. The campaign, which features digital trading cards highlighting the athletes' favorite beauty products and qualities like confidence and strength, aims to inspire young girls to participate in sports and engage with the beauty brand. This marketing push aligns with Ulta Beauty's broader strategy to expand its digital presence and explore new ways to connect with customers, alongside its recent e-commerce marketplace debut and use of AI for personalized recommendations.
Consolidated Net Sales Increase 0.6% for Sally Beauty in Q1 2026
Sally Beauty Holdings, Inc. reported a 0.6% increase in consolidated net sales to $943 million for Q1 2026, with global e-commerce contributing $111 million (11.7% of net sales). The company achieved its top-line expectations, maintained healthy gross margins, and saw a 12% increase in adjusted EPS. Strategic initiatives are ongoing to accelerate growth and profitability, while robust cash flow allowed for debt reduction and share repurchases.
Ulta Beauty stock hits all-time high at 695.52 USD By Investing.com
Ulta Beauty's stock has reached an all-time high of $695.52 USD, marking an 84.2% increase over the past year and reflecting strong investor confidence and strategic growth. The company's robust financial performance and expanding market presence, including international expansion into the UAE, have contributed to this milestone. Despite a high P/E ratio, analysts have set price targets ranging from $440 to $790, supported by strategic moves like the Space NK acquisition and a compelling 2026 product pipeline.
Ulta Beauty (ULTA) Valuation Check As Wavytalk Debut Expands Online Haircare Assortment
Ulta Beauty's recent partnership with Wavytalk and its strong share price performance raise questions about its current valuation. While the company has solid fundamentals like a low P/E ratio and no debt, the most followed narrative suggests Ulta Beauty is overvalued with a fair value significantly below its current trading price. Investors are encouraged to assess the risks and build their own investment thesis.
Best moves for your portfolio: Buy Ulta Beauty, avoid Arista
Zacks Investment Management's Brian Mulberry recommends buying Ulta Beauty (ULTA) due to its diverse product line, strong consumer engagement, and effective loyalty program, despite the inherent risks of consumer discretionary spending. Conversely, he advises avoiding Arista Networks (ANET) because of margin erosion from competition, high customer concentration, and ongoing supply chain issues, though acknowledges the potential for growth if these challenges are addressed.
Woman Arrested for Suspicion of Ulta Thefts in Irvine
A 31-year-old Las Vegas woman, Jasele Alicia Villanueva, was arrested in Corona for allegedly stealing over $2,000 in merchandise from an Ulta beauty store in Irvine. Authorities reported that she is also suspected of committing over $60,000 in thefts from Ulta stores across Nevada and Arizona, and had an active extradition warrant for her arrest. She has been booked into the Orange County Jail on suspicion of grand theft and organized retail theft.
