Ulta Beauty Inc. (ULTA) reported a strong Q3 2025 with a 12.9% increase in net sales to $2.9 billion and comparable sales growth of 6.3%. Despite this growth and an increase in gross margin, the company saw a decrease in operating profit margin to 10.8% and a significant 23.3% rise in SG&amp;A expenses due to higher incentive compensation and investments. Ulta also successfully expanded its loyalty program, launched numerous new brands, and extended its international presence, while cautiously navigating consumer spending trends in a challenging macroeconomic environment.

艾尔塔美发化妆香水商店

<p>Ulta Beauty Inc. 报告称，2025 年第三季度净销售额增长 12.9%，达到 29 亿美元，可比销售增长 6.3%。尽管毛利率提高，运营利润率因销售和管理费用上涨 23.3% 而降至 10.8%。公司扩展了其忠诚度计划，推出了新品牌，并在国际市场上增长，同时在充满挑战的宏观经济环境中管理消费者支出趋势</p>

艾尔塔美发化妆香水商店公司（ULTA）2025 年第三季度收益电话会议要点：尽管费用上升，销售额依然强劲增长