Ulta Beauty
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If Ulta Beauty is on your watch list: what changed in the coverage, what the reporting asserts, and what the crowd is pricing.
What’s changed
- Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More · 24/7 Wall St. · 2026-09-15
- New brands flock to Target’s post-Ulta beauty section · Modern Retail · 2026-08-26
- Target gets K-beauty brands to think beyond Sephora, Ulta with new Beauty Studio · Modern Retail · 2026-09-21
- Wellness Briefing: Ritual launches its first new product category in 6 years, plus news · Glossy · 2026-09-16
- Beauty Briefing: Mary Phillips, Dr. Shereene Idriss and Mara Roszak on translating their expertise into a brand · Glossy · 2026-09-15
- Pop Newsletter: How Ariana Grande’s R.E.M. Beauty capitalized on the Eternal Sunshine Tour to drive engagement and sales · Glossy · 2026-09-11
What the reporting says
Across 22 tracked stories from 8 outlets, reporting on Ulta Beauty most often describes launches or releases (4), sanctions or trade (1).
It shows up alongside Sephora (9), Amazon (10), Walmart (9), AI (8), Tiktok Shop (8).
Two steps out: AI Video Cloud (through Amazon, 10 shared stories on the weaker link); Anthropic (through Amazon, 10 shared stories on the weaker link); Apple (through Amazon, 10 shared stories on the weaker link); China (through Amazon, 10 shared stories on the weaker link).
Tracked since Jul 24, with coverage on 18 separate days — concentrated in Ecommerce and Dtc.