BRAND_ANALYSIS #ULTA_BEAUTY FASHION & RETAIL #23 OF 202 IN FASHION & RETAIL INTERESTING

Ulta Beauty

· Public · Updated 09 Jul 2026 08:27 UTC
#207 of 1208 overall by tension · #23 of 202 in Fashion & Retail
21 Interesting
The Silent Giant
Analysis

Ulta's 13-point gap (C=46, B=67) exposes a category problem: beauty retail prints money (that -2.56% dip notwithstanding) while losing cultural relevance to DTC and TikTok insurgents. The 0.30 sentiment is a warning sign.

IN THE NEWS (85 articles this week)
Popular national beauty chain is leaving Target next month: Here’s what’s replacing it - AL.com
Ulta Beauty is leaving Target, here’s what’s replacing it - thestreet.com
Ulta Beauty Strategies: What Ulta is learning about Gen Alpha consumers - glossy.co
Cultural Score
46 / 100
Business Score
67 / 100
TREND
TENSION▂▂▂▁▁▁▁▁▁▁▂▁▂▂
CULTURAL▄▄▄▄▄▄▄▄▄▄▄▄▄▄
BUSINESS▅▅▅▅▄▅▅▄▅▅▅▅▅▅
TREND CHART
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CULTURAL BREAKDOWN
Wikipedia Momentum 15/40
News Presence 31/35
Search InterestRedistributed to other dimensions
BUSINESS BREAKDOWN
Stock Momentum 16/30
Market Position 16/25
Revenue Growth 22/25
Earnings Health 13/20
STOCK DATA
Price$455.11
30d Change-2.6%
Market Cap$19.6B
Profit Margin9.3%
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Ulta Beauty's tension is 21. Commerce outpacing culture. sociologyofcapitalism.com/brand/ulta-beauty
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Data: Wikipedia Pageviews, Google News RSS, AI Sentiment, Yahoo Finance
All scores approximate. Updated daily.
Sociology of Capitalism
Mike Litman