ULTA

Ulta Salon Cosmetics & Fragrance Inc

Consumer


Presented:10/01/2015
Price:$165.59
Cap:$10.67B
Current Price:$369.49
Cap:$17.41B

Presented

Date10/01/2015
Price$165.59
Market Cap$10.67B
Ent Value$10.22B
P/E Ratio37.21x
Book Value$20.99
Div Yield0%
Shares O/S64.41M
Ave Daily Vol920,087
Short Int4.12%

Current

Price$369.49
Market Cap$17.41B
Ulta Salon, Cosmetics & Fragrance, Inc. is beauty retailer that provides one-stop shopping for prestige, mass and salon products and salon services in the U.S. The company, through its stores and ulta.com, offers a prestige and mass beauty products across the categories of cosmetics, fragrance, hair-care, skincare, bath and body products and salon styling tools, as well as salon hair care products. It also offers a full-service salon in all of its stores. The company's stores are located in convenient and high-traffic locations, such as power centers. Ulta Salon, Cosmetics & Fragrance was founded on January 9, 1990 and is headquartered in Bolingbrook, IL.

Publicly traded companies mentioned herein: Sally Beauty Holdings Inc (SBH), Ulta Salon, Cosmetics & Fragrance Inc (ULTA), Walgreens Boots Alliance Inc (WBA)

Highlights

The group debated the current valuation of Ulta Salon, Cosmetics & Fragrance (ULTA), and there was a consensus concern that Walgreens Boots Alliance (WBA) is capable of being highly disruptive in the US market. A participant said he estimates that ULTA would have to earn $10 - $12/ share in 2020 to justify the current valuation, and it is presently doing less than $5/ share (annual run rate, this year).

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Idea Discussion

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