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AI Earnings Predictions for Ulta Beauty Inc. (ULTA)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-3.16%

$516.88

0% positive prob.

5-Day Prediction

-1.84%

$523.88

0% positive prob.

20-Day Prediction

-3.17%

$516.82

0% positive prob.

Price at prediction: $533.72 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q3 2025

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q3

Q3 2025 Earnings

8-K SELL

Dec 4, 2025 · 100% conf.

AI Prediction SELL

1D

-3.16%

$516.88

5D

-1.84%

$523.88

20D

-3.17%

$516.82

Price: $533.72 Prob +5D: 0% AUC: 1.000
0001104659-25-118457

ULTA BEAUTY, INC._December 4, 2025 0001403568false00014035682025-12-042025-12-04 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 4, 2025

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On December 4, 2025, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the third quarter ended November 1, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on December 4, 2025 announcing consolidated financial results for the third quarter ended November 1, 2025.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: December 4, 2025 By: /s/ Rene G. Cásares

​ ​ Rene G. Cásares

​ ​ Chief Legal Officer

​ ​ ​

3

2025
Q2

Q2 2025 Earnings

8-K

Aug 28, 2025

0001558370-25-011803

ULTA BEAUTY, INC._August 28, 2025 0001403568false00014035682025-08-282025-08-28 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2025

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On August 28, 2025, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second quarter ended August 2, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on August 28, 2025 announcing consolidated financial results for the second quarter ended August 2, 2025.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: August 28, 2025 By: /s/ Rene G. Cásares

​ ​ Rene G. Cásares

​ ​ Chief Legal Officer

​ ​ ​

3

2025
Q1

Q1 2025 Earnings

8-K

May 29, 2025

0001558370-25-008242

ULTA BEAUTY, INC._May 29, 2025 0001403568false00014035682025-05-292025-05-29 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 29, 2025

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On May 29, 2025, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the first quarter ended May 3, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on May 29, 2025 announcing consolidated financial results for the first quarter ended May 3, 2025.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: May 29, 2025 By: /s/ Rene G. Casares

​ ​ Rene G. Casares

​ ​ Chief Legal Officer

​ ​ ​

3

2024
Q4

Q4 2024 Earnings

8-K

Mar 13, 2025

0001558370-25-002905

ULTA BEAUTY, INC._March 13, 2025 0001403568false00014035682025-03-132025-03-13 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 13, 2025

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On March 13, 2025, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the fourth quarter ended February 1, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on March 13, 2025 announcing consolidated financial results for the fourth quarter ended February 1, 2025.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: March 13, 2025 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2024
Q3

Q3 2024 Earnings

8-K

Dec 5, 2024

0001558370-24-016047

0001403568false00014035682024-12-052024-12-05 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 5, 2024

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On December 5, 2024, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the third quarter ended November 2, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on December 5, 2024 announcing consolidated financial results for the third quarter ended November 2, 2024.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: December 5, 2024 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2024
Q2

Q2 2024 Earnings

8-K

Aug 29, 2024

0001558370-24-012541

0001403568false00014035682024-08-292024-08-29 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 29, 2024

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On August 29, 2024, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second quarter ended August 3, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on August 29, 2024 announcing consolidated financial results for the second quarter ended August 3, 2024.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: August 29, 2024 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2024
Q1

Q1 2024 Earnings

8-K

May 30, 2024

0001558370-24-008776

0001403568false00014035682024-05-302024-05-30 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 30, 2024

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On May 30, 2024, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the first quarter ended May 4, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on May 30, 2024 announcing consolidated financial results for the first quarter ended May 4, 2024.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: May 30, 2024 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2023
Q4

Q4 2023 Earnings

8-K

Mar 14, 2024

0001558370-24-003233

0001403568false00014035682024-03-142024-03-14 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2024

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On March 14, 2024, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the fourth quarter ended February 3, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibits listed in the Exhibit Index below are being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on March 14, 2024 announcing consolidated financial results for the fourth quarter ended February 3, 2024.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: March 14, 2024 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2023
Q3

Q3 2023 Earnings

8-K

Nov 30, 2023

0001558370-23-019391

0001403568false00014035682023-11-302023-11-30 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2023

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On November 30, 2023, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the third quarter ended October 28, 2023. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on November 30, 2023 announcing consolidated financial results for the third quarter ended October 28, 2023.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: November 30, 2023 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2023
Q2

Q2 2023 Earnings

8-K

Aug 24, 2023

0001558370-23-015251

0001403568false00014035682023-08-242023-08-24 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 24, 2023

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On August 24, 2023, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second quarter ended July 29, 2023. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on August 24, 2023 announcing consolidated financial results for the second quarter ended July 29, 2023.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: August 24, 2023 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2023
Q1

Q1 2023 Earnings

8-K

May 25, 2023

0001558370-23-010462

0001403568false00014035682023-05-252023-05-25 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 25, 2023

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On May 25, 2023, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the first quarter ended April 29, 2023. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on May 25, 2023 announcing consolidated financial results for the first quarter ended April 29, 2023.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: May 25, 2023 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2022
Q4

Q4 2022 Earnings

8-K

Mar 9, 2023

0001558370-23-003308

0001403568false00014035682023-03-092023-03-09 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 9, 2023

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On March 9, 2023, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the fourth quarter ended January 28, 2023. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on March 9, 2023 announcing consolidated financial results for the fourth quarter ended January 28, 2023.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: March 9, 2023 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2022
Q3

Q3 2022 Earnings

8-K

Dec 1, 2022

0001558370-22-018315

0001403568false00014035682022-12-012022-12-01 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 1, 2022

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On December 1, 2022, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the third quarter ended October 29, 2022. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on December 1, 2022 announcing consolidated financial results for the third quarter ended October 29, 2022.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: December 1, 2022 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2022
Q2

Q2 2022 Earnings

8-K

Aug 25, 2022

0001558370-22-013980

0001403568false00014035682022-08-252022-08-25 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 25, 2022

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On August 25, 2022, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second quarter ended July 30, 2022. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on August 25, 2022 announcing consolidated financial results for the second quarter ended July 30, 2022.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: August 25, 2022 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2022
Q1

Q1 2022 Earnings

8-K

May 26, 2022

0001558370-22-009395

0001403568false00014035682022-05-262022-05-26 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2022

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On May 26, 2022, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the first quarter ended April 30, 2022. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on May 26, 2022 announcing consolidated financial results for the first quarter ended April 30, 2022.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: May 26, 2022 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2021
Q4

Q4 2021 Earnings

8-K

Mar 10, 2022

0001558370-22-003282

0001403568false00014035682022-03-102022-03-10 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2022

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On March 10, 2022, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the fourth quarter ended January 29, 2022. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on March 10, 2022 announcing consolidated financial results for the fourth quarter ended January 29, 2022.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: March 10, 2022 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2021
Q3

Q3 2021 Earnings

8-K

Dec 2, 2021

0001558370-21-016475

0001403568false00014035682021-12-022021-12-02 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2021

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On December 2, 2021, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the third quarter ended October 30, 2021. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on December 2, 2021 announcing consolidated financial results for the third quarter ended October 30, 2021.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: December 2, 2021 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2021
Q2

Q2 2021 Earnings

8-K

Aug 25, 2021

0001558370-21-012063

0001403568false00014035682021-08-252021-08-25 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 25, 2021

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On August 25, 2021, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the second quarter ended July 31, 2021. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on August 25, 2021 announcing consolidated financial results for the second quarter ended July 31, 2021.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: August 25, 2021 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Risk & Compliance Officer

​ ​ ​

3

2021
Q1

Q1 2021 Earnings

8-K

May 27, 2021

0001558370-21-007799

0001403568false00014035682021-05-272021-05-27 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 27, 2021

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On May 27, 2021, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the first quarter ended May 1, 2021. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on May 27, 2021 announcing consolidated financial results for the first quarter ended May 1, 2021.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: May 27, 2021 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Compliance Officer & Corporate Secretary

​ ​ ​

3

2020
Q4

Q4 2020 Earnings

8-K

Mar 11, 2021

0001558370-21-002815

0001403568false00014035682021-03-112021-03-11 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2021

ULTA BEAUTY, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33764 38-4022268

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

​ ​ ​

​ 1000 Remington Blvd., Suite 120, Bolingbrook, Illinois 60440 ​

​ (Address of Principal Executive Offices and zip code) ​

(630) 410-4800 (Registrant’s telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​

☐ Written communications pursuant to Rule 425 under the Securities Act (17 C.F.R. §230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 C.F.R. §240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 C.F.R. §240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 C.F.R. §240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: ​

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share ​

ULTA

​ The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company      ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.      ☐ ​ ​ ​

Item 2.02 Results of Operations and Financial Condition. ​ On March 11, 2021, Ulta Beauty, Inc. issued a press release regarding its consolidated financial results for the fourth quarter ended January 30, 2021. A copy of the press release is furnished as Exhibit 99.1 to this report. ​ Item 9.01 Financial Statements and Exhibits. ​ (d) Exhibits. ​ The exhibit listed in the Exhibit Index below is being furnished herewith. ​ ​

Exhibit No.

Description

99.1 ​ Press release issued by Ulta Beauty, Inc. on March 11, 2021 announcing consolidated financial results for the fourth quarter ended January 30, 2021.

104 ​ Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document)

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

ULTA BEAUTY, INC.

​ ​ ​

Date: March 11, 2021 By: /s/ Jodi J. Caro

​ ​ Jodi J. Caro

​ ​ General Counsel, Chief Compliance Officer & Corporate Secretary

​ ​ ​

3

About Ulta Beauty Inc. (ULTA) Earnings

This page provides Ulta Beauty Inc. (ULTA) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ULTA's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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