+ Watch ULTA
on My Watchlist
My work shows intrinsic value of ULTA is $109.31 and a sell at $127.53. It's currently trading at $154.11. Certainly a great company, but just overvalued. Hey, I could be wrong! You know how this market is.
lot of momentum and young people choice for make up, high margins and good foot traffic to their stores
expensive...but the growth is going to outpace it.
new outlets will increase volume and bottom line.
Ulta is a popular well-run chain of salons that has had a very good year. Women are loyal to good salons,so things look good for ULTA,
As the father of an 18 year old girl, I can attest that Ulta's customers will always find the money they need to spend to look Fabulous. Always.
New and highly anticipated products and great sales keep people interested-- and buying.
Goldman Sachs likes it, PEG is a reasonable 1.2-1.3, P/E is below peers, and the company's e-commerce side is looking promising. Plus, let's be honest, every woman loves this place.
Every woman I know loves, shops at, and spends money at Ulta. The strong popularity of this cosmetics store will pay off, especially since it's the only pure-play chain in the makeup industry.
Price has come down to my range
I'm following MDP pick on this one.
Bottomed out. Forward P/E of 22 is too low for a growth company in this stage. Bump on the road = opportunity.
I am not an expert in this business, but the last earnings report was nothing to scoff at. Operating cash flow has increased to $100.13 million so far this year, compared to $77.46 million at the same time last year. Earnings have increased over 22% this year as well, accompanied by a 23.3% increase in revenue. The company has no debt, with $240.92 million in cash. Mary Dillon, the company's new CEO appointed in June, strikes me as a competent leader focused on attracting new customers and building customer loyalty. The company now has 664 stores in the U.S. after opening 55 in the most recent quarter. So far in 2013 the same-store sales have increased 7.3%.Ulta Salon has the financial strength to endure short-term hiccups. Boo hoo for analysts and short-term traders who are disappointed with the results of one quarter (and short-term projections based on a tough retail environment). The company's store growth, comps growth, and cash flow/earnings generation help me see this recent drop as a great opportunity to rate this as a long-term outperform. The P/E is hovering around 31, providing an opportunity to pick up a growth company at a reasonable price. I don't know a whole lot about the business, but will be looking into it more. So far I like what I see: a quality growth company getting unnecessarily beat up by a short-sighted market.Outperform.
Too big a drop after news from this quarter & re next.
Getting in on a hard pullback. They forecasted estimates below consensus for the holidays, saying promotion are to blame. My guess is more reports like this will be heard come Q4 results. I plan on buying many of my favorites as they get hit on short term noise. This one should still be a long term winner.
Ulta offers a combination of convenience, variety, and customer service in an off-mall format that lets busy customers get in and out quickly. It is only partway through its planned store buildout and its online sales are growing, which means gains ahead.
It is candy store for women. They have a great rewards program and frequent sales. They carry great product lines in one convenient area, appeal to all age groups, have fairly well trained sales staff, the stores are well staffes at all times. It's Nirvana for womens who wear make-up.
beaten down because of CEO exit.
Just realized I never added Ulta to CAPS! I pretty much doubled my position during last Friday's drop. CEO departure doesnt really concern me all that much, as he is not needed to continue the successful expansion plan. They have years and years of grow ahead. Expand without taking on debt, good cash flows. It becomes fairly easy to add to your existing holdings after you have followed a company over the years. You can then spot an opportunity and seize on it easily.
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions