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rewrite this title Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call Transcript

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December 4, 2025
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Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call December 4, 2025 4:30 PM EST

Company Participants

Kiley Rawlins – Vice President of Investor RelationsKecia Steelman – President, CEO & DirectorChris Lialios – Senior VP, Interim CFO & Controller

Conference Call Participants

Lorraine Maikis – BofA Securities, Research DivisionSteven Forbes – Guggenheim Securities, LLC, Research DivisionAnthony Chukumba – Loop Capital Markets LLC, Research DivisionAnna Andreeva – Piper Sandler & Co., Research DivisionRupesh Parikh – Oppenheimer & Co. Inc., Research DivisionKelly Crago – Citigroup Inc., Research DivisionMichael Lasser – UBS Investment Bank, Research DivisionIrwin Boruchow – Wells Fargo Securities, LLC, Research DivisionMichael Baker – D.A. Davidson & Co., Research DivisionDana Telsey – Telsey Advisory Group LLCMichael Binetti – Evercore ISI Institutional Equities, Research DivisionAdrienne Yih-Tennant – Barclays Bank PLC, Research DivisionSimeon Gutman – Morgan Stanley, Research DivisionOlivia Tong Cheang – Raymond James & Associates, Inc., Research Division

Presentation

Operator

Good afternoon, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to Ulta Beauty’s Third Quarter 2025 Earnings Call. This conference is being recorded. [Operator Instructions] At this time, I would like to turn the call over to Ms. Kiley Rawlins, Senior Vice President, Investor Relations. Ms. Rawlins, please proceed.

Kiley RawlinsVice President of Investor Relations

Thank you, Leila. Good afternoon, everyone, and thank you for joining us for a discussion of Ulta Beauty’s results for the third quarter of fiscal 2025. Hosting our call today are Kecia Steelman, President and Chief Executive Officer; and Chris Lialios, Interim Chief Financial Officer. As a reminder, today’s earnings release and the comments made by management during this call include forward-looking statements.

These statements are subject to risks and uncertainties that could cause our actual results to differ materially from

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