Ulta Beauty, Inc. (ULTA) Total Return:3.10%(TTM)
The total return cagr for Ulta Beauty, Inc. (ULTA) is +3.10% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is -21.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ULTA
$161,606
(16.2x return)
Invested on Oct 25, 2007
Growth of $10,000 in SPY (S&P 500)
$67,550
(6.8x return)
Invested on Oct 25, 2007
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-21.2%
1-Year Total Return
+3.1%
Current Dividend Yield
0.21%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +3.1% | +3.1% | — |
| 3 Years | +4.0% | +4.0% | — |
| 5 Years | +7.5% | +7.5% | — |
| 10 Years | +7.1% | +7.1% | — |
| 15 Years | +15.3% | +15.4% | +0.1% |
| 20 Years | — | — | — |
About Ulta Beauty, Inc.
Ulta Beauty, Inc. functions as a prominent beauty product retailer throughout the United States. Its physical locations feature a broad assortment of goods, including cosmetics, perfumes, skincare, haircare items, bath and body essentials, and professional salon styling instruments. Additionally, they provide a comprehensive suite of salon services, encompassing hair, skin, makeup, brow, and nail treatments. The company further offers its proprietary label products, such as the Ulta Beauty Collection for cosmetics, skincare, and bath items, alongside other Ulta Beauty branded merchandise and gift options. As of March 10, 2022, Ulta Beauty operated 1,308 retail stores across all 50 U.S. states. Its products are also available for purchase via its website, ulta.com, and through its mobile applications. Incorporated in 1990, the enterprise was initially known as Ulta Salon, Cosmetics & Fragrance, Inc., before officially changing its name to Ulta Beauty, Inc. in January 2017. Its corporate base is located in Bolingbrook, Illinois.
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- CEO
- Kecia L. Steelman