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.

艾爾塔美發化妝香水商店

<p>Ulta Beauty Inc. 報告稱，2025 年第三季度淨銷售額增長 12.9%，達到 29 億美元，可比銷售增長 6.3%。儘管毛利率提高，運營利潤率因銷售和管理費用上漲 23.3% 而降至 10.8%。公司擴展了其忠誠度計劃，推出了新品牌，並在國際市場上增長，同時在充滿挑戰的宏觀經濟環境中管理消費者支出趨勢</p>

艾爾塔美髮化妝香水商店公司（ULTA）2025 年第三季度收益電話會議要點：儘管費用上升，銷售額依然強勁增長