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

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Else Nutrition Holdings Inc. (BABY:CA) Q3 2025 Earnings Call Transcript

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

Company Participants

Kiley Rawlins – Vice President of Investor Relations
Kecia Steelman – President, CEO & Director
Chris Lialios – Senior VP, Interim CFO & Controller

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Conference Call Participants

Lorraine Maikis – BofA Securities, Research Division
Steven Forbes – Guggenheim Securities, LLC, Research Division
Anthony Chukumba – Loop Capital Markets LLC, Research Division
Anna Andreeva – Piper Sandler & Co., Research Division
Rupesh Parikh – Oppenheimer & Co. Inc., Research Division
Kelly Crago – Citigroup Inc., Research Division
Michael Lasser – UBS Investment Bank, Research Division
Irwin Boruchow – Wells Fargo Securities, LLC, Research Division
Michael Baker – D.A. Davidson & Co., Research Division
Dana Telsey – Telsey Advisory Group LLC
Michael Binetti – Evercore ISI Institutional Equities, Research Division
Adrienne Yih-Tennant – Barclays Bank PLC, Research Division
Simeon Gutman – Morgan Stanley, Research Division
Olivia Tong Cheang – Raymond James & Associates, Inc., Research Division

Presentation

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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 Rawlins
Vice President of Investor Relations

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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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