Ulta Beauty Inc is a prominent retailer specializing in cosmetics, skincare, haircare, and fragrance products. The company operates a chain of beauty stores that offer a diverse range of brands, catering to various consumer preferences and price points. In addition to selling products, Ulta Beauty provides beauty services, including haircuts, facials, and makeup applications, all within their retail locations. The brand emphasizes creating an inclusive and welcoming environment for beauty enthusiasts, focusing on education and customer experience to enhance clients' confidence and self-expression. Read More
Date: January 1, 2026 Introduction As we enter 2026, Ulta Beauty, Inc. (NASDAQ: ULTA) stands at a critical juncture in its three-decade journey. Long considered the "darling" of the specialty retail sector, the company spent much of 2024 navigating a "transitional" period marked by cooling consumer demand and intensifying competition from Sephora and Amazon. However, [...]
As we enter 2026, Target Corporation (NYSE: TGT) finds itself at a pivotal crossroads. Known for decades as the "cheap chic" alternative to big-box rivals, the Minneapolis-based retailer is currently navigating one of its most significant leadership transitions in over a decade. With the legendary Brian Cornell set to transition to Executive Chair in just [...]
As of January 9, 2026, the global beauty industry is undergoing a profound structural shift, and no company embodies this transformation more than e.l.f. Beauty, Inc. (NYSE: ELF). For the past decade, e.l.f.—which stands for Eyes, Lips, Face—has evolved from a budget-friendly niche player into a disruptive powerhouse that challenges the hegemony of legacy giants [...]
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the beauty and cosmetics retailer industry, including Ulta (NASDAQ:ULTA) and its peers.
As of December 26, 2025, Target Corporation (NYSE: TGT) finds itself at a pivotal crossroads. After a year defined by leadership transitions, persistent macroeconomic headwinds, and a strategic pivot toward value-based "essentials," the Minneapolis-based retail giant is attempting to redefine its "Cheap Chic" identity for a more frugal consumer era. This comprehensive research feature examines [...]
Ulta Beauty enters the final week of 2025 as a triumph of resilient retail strategy. Just 18 months ago, investors were fleeing the stock as competition from Sephora—owned by LVMH (OTC: LVMUY)—and the encroaching shadow of Amazon (NASDAQ: AMZN) threatened Ulta’s unique market position. Today, the stock trades near all-time highs, propelled by a surprising [...]
An improving earnings profile, aggressive buybacks, and a renewed focus on margins might be changing how long-term investors think about this healthcare distributor.
The stocks featured in this article are seeing some big returns.
Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.
As of December 18, 2025, the holiday shopping season has reached its fever pitch, revealing a retail landscape that is more polarized and digitally integrated than ever before. While total holiday spending is projected to cross the historic $1 trillion mark for the first time—growing at a steady 3.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at specialty retail stocks, starting with Dick's (NYSE:DKS).
Looking back on beauty and cosmetics retailer stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Sally Beauty (NYSE:SBH) and its peers.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Best Buy (NYSE:BBY) and the best and worst performers in the specialty retail industry.
