ULTA

Ulta Beauty Inc

Consumer


Presented:02/22/2019
Price:$309.05
Cap:$18.33B
Current Price:$369.49
Cap:$17.41B

Presented

Date02/22/2019
Price$309.05
Market Cap$18.33B
Ent Value$16.64B
P/E Ratio28.78x
Book Value$30.87
Div Yield0%
Shares O/S59.31M
Ave Daily Vol954,018
Short IntN/A

Current

Price$369.49
Market Cap$17.41B
Ulta Beauty, Inc. is a beauty retailer of cosmetics, fragrance, skin care products, hair care products, and salon services. It provide unmatched product breadth, value and convenience in a distinctive specialty retail environment. The company was founded in January 9, 1990 and its headquartered in Bolingbrook, IL.

Publicly traded companies mentioned herein: Ulta Beauty Inc (ULTA)

Highlights

The presenter is short shares of Ulta Beauty (ULTA). If the company executes and future results reflect what management guided to in Q4’18, it appears as though revenue per-store will be flat, or down slightly, based on the presenter’s model. Additionally, management reduced the new store growth target, will no longer be providing quarterly guidance (just annual), and e-commerce and brick-and-mortar comps will no longer be disclosed separately. Given the setup and these “red flags,” the risk/reward favors bears.

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Idea Discussion

Commentor 1 - 2 weeks ago

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