Latest news with #UltaBeauty
Yahoo
a day ago
- Business
- Yahoo
Gen Z forecast to become most loyal purchasers of private label
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: By mid-2026, Gen Z is projected to spend more on private label brands than other generations, according to a new report from Numerator. By that time, Gen Z is project to spend 18.4% of their consumer packaged goods and general merchandise budget on private label brands, outspending baby boomers (18.3%), millennials (17.5%) and Gen X (17.2%). Private label products from brands and retailers like Ulta Beauty, Wild Fable, Trader Joe's and Costco's Kirkland Signature are popular among Gen Z shoppers, per the report. Though Gen Z consumers are forecast to spend more on private label, the cohort has concerns about quality, retailer trust, packaging and design of such brands, according to the report. Dive Insight: Though Gen Z previously had hesitation around buying private label products, their budgets and changing perception of store brands are driving an increased consumption of items the category. The category is opening the door for younger consumers to obtain affordable luxuries, per the report. Beyond the lower prices that private label brands offer, Gen Zers are associating these brands with 'innovation, trendiness, and premiumization,' according to Numerator. 'In a retail landscape shaped by economic headwinds, generational turnover, and changing definitions of value, private label brands are emerging not only as budget-friendly alternatives but also as reflections of consumer values,' Numerator said in its report. 'And at the forefront of this shift is Generation Z.' Other research indicates that consumers overall are increasingly seeking store brands. Last year, private label brand sales reached a record high of $271 billion, according to Circana data cited by the Private Label Manufacturers Association. While national brand sales rose 1% last year compared to 2023, private label sales saw a 3.9% bump during that period. Inflation is one of several factors driving price-conscious consumers to purchase private-label products, according to another Circana study. Gen Z and younger millennials are leading the way with trying owned labels for the first time. As shoppers warm to store brand products, major retailers have introduced their own private label brands for a range of merchandise. Kohl's and Macy's have debuted their own home goods brands this year, Lowe's recently introduced its Lowe's Essentials brand featuring items that sell for under $10. Meanwhile, Dollar General announced a plan to add around 100 new private brand products to its lineup, with a focus on its Clover Valley label. Walmart this week announced the debut of a private label apparel brand for tweens, dubbed Weekend Academy, wherein most products are priced below $15. Recommended Reading Millennials, Gen Z to spend the most on Halloween, study says Sign in to access your portfolio
Miami Herald
2 days ago
- Health
- Miami Herald
Why everyone's obsessed with this ‘boring' skin care brand
I've tried the fancy stuff. The moisturizers that come in frosted glass jars with gold foil lids. The ones that cost more than a pair of shoes. For years, I chased the hype. The serums that go viral on Instagram, the clean girl brand your favorite model swears by, the $100 moisturizer I convinced myself I needed. And every time, I'd use them until the bottle ran dry. (Can't let it go to waste. Am I right?) But...I'd then quietly go back to the one brand that always worked. This cycle repeated more times than I care to admit. A new brand would promise glowing skin, tighter pores, fewer breakouts. I'd splurge. I'd hope. I'd wait for the miracle. Related: Ulta makes bold move that will thrill skin care and beauty fans And when it didn't come? I'd end up in the drugstore aisle grabbing the same blue-and-white bottle I always do - the one my dermatologist first told me about in college. The one I never had a reaction to. The one that Last year, I finally gave in. I stopped fighting it. I stopped trying to be the girl with a $400 skin care shelf. I embraced the truth: I'm a CeraVe girl. And apparently, I'm not alone. CeraVe isn't "trendy." It doesn't come in a millennial pink jar or promise to "activate your skin barrier with ancient glacier dew." It doesn't need to. Because somehow, in a sea of aesthetic serums and $300 creams, this brand with its plain packaging and no-frills formulas has completely taken over. It's the number one dermatologist-recommended skin care brand in the U.S. It's earned cult status on TikTok. And it did it all by staying clinical, consistent, and a little bit funny. The shift started quietly. Influencers weren't paid to love it - they already did. Dermatologists were already recommending it. Then came the Michael Cera Super Bowl ad. And the fake rom-com trailer. Related: Ulta Beauty makes surprise huge expansion goat. Her name is Sarah V. (Yes, really.) She's the face of CeraVe's latest campaign positioning itself as the G.O.A.T., or greatest of all time. And the marketing move is more than just cute. It's strategic. CeraVe calls its approach "medutainment" - using humor and pop culture to get people to care about serious skin care. It's educational, but not boring. Funny, but not gimmicky. And unlike trend-driven brands, it doesn't burn out. It builds trust. CeraVe figured out what most beauty brands still don't get: you don't have to be exclusive or expensive to win. You just have to be useful and smart about how you show up. That's why a goat in a lab coat makes sense. The brand understands that younger consumers don't separate entertainment from education. They expect both at once. And if you can explain ceramides while making someone laugh? Even better. Their campaigns don't just go viral for the sake of it. They land. Because they're based on a real product that people already trust. More in Retail: Why the latest Messi Stanley collab is smarter than it looksNike eliminating some classic sneaker modelsLululemon's pricing change sends an ominous sign The Super Bowl ad worked because people knew the name. The influencer partnerships worked because they were real fans first. And the goat? It works because it doesn't feel like it's trying too hard. I'd hang out with Sarah V. any day. CeraVe sold over $2 billion in products last year. But more than that, it became the default brand for people who are done experimenting. It's the one you go back to when everything else over-promises and under-delivers. And maybe that's why so many of us end up with it in our routines. Not because it's cool. But because it's honest. Because it does exactly what it says it will. And because sometimes, boring is exactly what your skin needs. Related: Say goodbye to those perfect travel-size hotel toiletries The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Globe and Mail
3 days ago
- Business
- Globe and Mail
Ulta Beauty: A Strong Contender in the Beauty Retail Market
Explore the exciting world of Ulta Beauty (NASDAQ: ULTA) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Jun. 11, 2025. The video was published on Jul. 16, 2025. Should you invest $1,000 in Ulta Beauty right now? Before you buy stock in Ulta Beauty, consider this: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ulta Beauty wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,308!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Nicholas Sciple has no position in any of the stocks mentioned. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ulta Beauty. The Motley Fool has a disclosure policy.
Miami Herald
3 days ago
- Entertainment
- Miami Herald
Ulta makes bold move that will thrill skin care and beauty fans
It started with snail slime. mucin, technically. A gooey, glossy ingredient packed with hydration and skin-healing properties that skyrocketed from niche status to full-blown obsession after going viral on TikTok, Reddit, and YouTube. The buzzy ingredient made its way into serums and creams promising dewy, glass skin. And to the surprise of many skeptical first-timers, it delivered. For a lot of U.S. consumers (myself included), this was the gateway into Korean beauty. Related: Ulta Beauty makes surprise huge expansion Once I gave in and tried the famous COSRX Snail Mucin Essence, I never looked back. I stocked up on toners with fermented ingredients, jelly-like moisturizers, and sheet masks with packaging I didn't understand but loved anyway. And I wasn't alone. Scroll through any social platform, and you'll find influencers raving about Korean skin care's unmatched textures, layering rituals, and futuristic ingredients like ginseng, rice water, mugwort, and centella asiatica. It's no longer a niche - it's a movement. And now, one of the biggest names in American beauty retail is making a bold move to bring that movement mainstream. Image source:In a newly announced national rollout, Ulta Beauty is partnering with K-Beauty World, a first-of-its-kind retail platform to bring Korean beauty brands directly to consumers in-store and online. According to the official press release, this curated launch will debut with over 200 products spanning skin care and cosmetics, including hero brands like Rom&nd, Mixsoon, Some By Mi, and Unleashia. The strategy isn't just about stocking shelves - it's about storytelling. Each product assortment reflects Korean culture, beauty rituals, and ingredients with proven results and sensory appeal. Related: Say goodbye to those perfect travel-size hotel toiletries It's the kind of thoughtful, curated discovery that U.S. consumers have craved but previously had to seek through specialty e-retailers or international shipping. Sarah Chung Park, the entrepreneur behind K-Beauty World, has been leading this charge with immersive pop-up activations, like the viral K-Beauty Mart convenience-store-style setups that have popped up everywhere from SXSW to Bryant Park. Now, with Ulta's massive reach and customer base, that immersive experience is hitting the mainstream. Ulta's partnership with K-Beauty World isn't just a trend play. It's a strategic expansion into a rapidly growing market. Korean beauty isn't slowing down. According to Grand View Research, the global K-beauty products market was valued at $91.99 billion in 2022 and is projected to reach $187.4 billion by 2030. Ulta's move to house a full, curated K-beauty experience across its stores and website positions the retailer ahead of competitors like Sephora, which often stock some Korean products individually but without a fully immersive approach. More in Retail: Walmart and Nike: the collab no one asked forNike eliminating some classic sneaker modelsLululemon's pricing change sends an ominous sign It also strengthens Ulta's positioning with Gen Z and millennial consumers - two demographics that routinely turn to social media for beauty discovery and love ingredient transparency, global influence, and inclusive product offerings. By tapping into cultural relevance and exclusive access, Ulta is making itself a destination not just for products, but also for experience. And if the viral track record of snail mucin is any indication, this rollout could be just the beginning of something much, much bigger. I guess I'd better make room in my toiletry cabinet... Related: Shein may owe you money: here's why The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Yahoo
4 days ago
- Business
- Yahoo
Ulta Beauty (ULTA) Dips More Than Broader Market: What You Should Know
In the latest trading session, Ulta Beauty (ULTA) closed at $473.78, marking a -1.23% move from the previous day. This change lagged the S&P 500's 0.4% loss on the day. Meanwhile, the Dow lost 0.98%, and the Nasdaq, a tech-heavy index, added 0.18%. The beauty products retailer's stock has climbed by 1.64% in the past month, falling short of the Retail-Wholesale sector's gain of 4.14% and the S&P 500's gain of 4.97%. The upcoming earnings release of Ulta Beauty will be of great interest to investors. It is anticipated that the company will report an EPS of $4.87, marking a 8.11% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $2.6 billion, reflecting a 1.7% rise from the equivalent quarter last year. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $23.39 per share and a revenue of $11.64 billion, indicating changes of -7.7% and +3.04%, respectively, from the former year. Investors should also take note of any recent adjustments to analyst estimates for Ulta Beauty. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, there's been a 0.65% fall in the Zacks Consensus EPS estimate. Ulta Beauty is currently sporting a Zacks Rank of #3 (Hold). In terms of valuation, Ulta Beauty is currently trading at a Forward P/E ratio of 20.51. This signifies a premium in comparison to the average Forward P/E of 13.56 for its industry. Investors should also note that ULTA has a PEG ratio of 2.91 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Retail - Miscellaneous industry had an average PEG ratio of 2.91. The Retail - Miscellaneous industry is part of the Retail-Wholesale sector. This industry, currently bearing a Zacks Industry Rank of 178, finds itself in the bottom 28% echelons of all 250+ industries. The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Remember to apply to follow these and more stock-moving metrics during the upcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ulta Beauty Inc. (ULTA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
