TD Cowen analyst Oliver Chen maintains $Ulta Beauty (ULTA.US)$ with a hold rating, and maintains the target price at $480.
According to TipRanks data, the analyst has a success rate of 52.7% and a total average return of 6.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ulta Beauty (ULTA.US)$'s main analysts recently are as follows:
Following the announcement of Kecia Steelman as CEO, succeeding Dave Kimbell, and a promising holiday season report, it is forecasted that Q4 comparable store sales will be modestly up and operating margins will surpass the earlier high-end guidance. The expectation for Q4 EPS has been revised upward, reflecting a favorable preannouncement. However, it should be noted that margins are anticipated to decrease by 200 basis points year-over-year in Q4, and by 180 points for FY24.
After four years at the helm, Ulta Beauty's CEO Dave Kimbell is set to retire, with COO Kecia Steelman stepping into the role effective immediately. The transition, though unexpected, positions Steelman as a suitable successor according to analysts. Ulta has also revised its Q4 guidance, expecting a slight increase in comparable store sales, contrary to a consensus prediction of a 1.2% decline, and anticipates an EBIT margin higher than previously forecasted. This suggests that the company managed to achieve these positive comps without heightened promotions. Analysts now view the easing of competitive pressures as a positive, suggesting a more optimistic outlook for fiscal year 2025.
Ulta Beauty's announcement that CEO Dave Kimball will retire was accompanied by positive updated guidance, which is encouraging for the company's future prospects, notably in terms of positive comparable store sales. However, concerns persist regarding the company's high valuation and ongoing competitive pressures.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
TD Cowen分析師Oliver Chen維持$Ulta美容 (ULTA.US)$持有評級，維持目標價480美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.7%，總平均回報率為6.3%。
此外，綜合報道，$Ulta美容 (ULTA.US)$近期主要分析師觀點如下：
繼Kecia Steelman宣佈接替戴夫·金貝爾擔任首席執行官以及一份令人鼓舞的假日季報告之後，預計第四季度同類門店的銷售額將略有增長，營業利潤率將超過先前的高端預期。對第四季度每股收益的預期已向上修正，這反映了預先公佈的利好。但是，應該注意的是，預計第四季度的利潤率將同比下降200個點子，24財年的利潤率將下降180個點子。
掌舵四年後，Ulta Beauty的首席執行官戴夫·金貝爾即將退休，首席運營官凱西亞·斯蒂爾曼的上任立即生效。分析師認爲，這一轉變雖然出乎意料，但使Steelman成爲合適的繼任者。Ulta還修訂了其第四季度指引，預計同類門店銷售額將略有增長，這與市場普遍預測的下降1.2％相反，並預計息稅前利潤率將高於先前的預測。這表明該公司在沒有加強晉升的情況下設法實現了這些積極的業績。分析師現在認爲競爭壓力的緩解是積極的，這表明2025財年的前景更加樂觀。
Ulta Beauty宣佈首席執行官戴夫·金博爾將退休，同時發佈了積極的最新指導方針，這對公司的未來前景感到鼓舞，尤其是在同類門店的正銷售額方面。但是，對公司的高估值和持續的競爭壓力的擔憂仍然存在。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
