Ulta Beauty, Inc. (ULTA) Total Return CAGR:4.26%(TTM)
Over the latest trailing 12-month period, Ulta Beauty, Inc. (ULTA)'s total return cagr is +4.26%. The comparable SPY value is +24.09%. Year-to-date total return is -20.32%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Ulta Beauty, Inc.'s Total Return CAGR averages 4.30% over 3 years and 7.33% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Ulta Beauty, Inc.'s investment performance.
ULTA Total Return CAGR Chart
Ulta Beauty, Inc. (ULTA)
ULTA Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
ULTA Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 2051.78 | 1634.95 | -416.83 | -20.32% | -20.32% |
| 2025 | 1474.98 | 2051.78 | +576.79 | +39.11% | +39.11% |
| 2024 | 1661.71 | 1474.98 | -186.73 | -11.24% | -11.24% |
| 2023 | 1590.76 | 1661.71 | +70.95 | +4.46% | +4.46% |
| 2022 | 1398.37 | 1590.76 | +192.39 | +13.76% | +13.76% |
| 2021 | 973.85 | 1398.37 | +424.52 | +43.59% | +43.59% |
| 2020 | 858.48 | 973.85 | +115.37 | +13.44% | +13.44% |
| 2019 | 830.33 | 858.48 | +28.15 | +3.39% | +3.39% |
| 2018 | 758.50 | 830.33 | +71.83 | +9.47% | +9.47% |
| 2017 | 864.58 | 758.50 | -106.08 | -12.27% | -12.27% |
| 2016 | 627.39 | 864.58 | +237.19 | +37.81% | +37.81% |
| 2015 | 433.55 | 627.39 | +193.85 | +44.71% | +44.71% |
| 2014 | 327.33 | 433.55 | +106.22 | +32.45% | +32.45% |
| 2013 | 333.23 | 327.33 | -5.90 | -1.77% | -1.77% |
| 2012 | 217.71 | 333.23 | +115.52 | +53.06% | +53.06% |
| 2011 | 114.02 | 217.71 | +103.69 | +90.94% | +90.94% |
| 2010 | 60.90 | 114.02 | +53.12 | +87.22% | +87.22% |
| 2009 | 27.77 | 60.90 | +33.13 | +119.32% | +119.32% |
| 2008 | 57.51 | 27.77 | -29.75 | -51.72% | -51.72% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,635 | -7.8% | +5.2% |
| Q1 2026 | 1,773 | -14.1% | +41.0% |
| Q4 2025 | 2,064 | +11.3% | +39.8% |
| Q3 2025 | 1,854 | +19.3% | +40.5% |
| Q2 2025 | 1,554 | +23.6% | +18.7% |
| Q1 2025 | 1,257 | -14.8% | -26.7% |
| Q4 2024 | 1,476 | +11.9% | -9.9% |
| Q3 2024 | 1,320 | +0.8% | -2.3% |
| Q2 2024 | 1,309 | -23.7% | -17.0% |
| Q1 2024 | 1,715 | +4.6% | -2.9% |
| Q4 2023 | 1,639 | +21.3% | +4.3% |
| Q3 2023 | 1,351 | -14.4% | +2.8% |
| Q2 2023 | 1,578 | -10.6% | +20.7% |
| Q1 2023 | 1,765 | +12.3% | +31.6% |
| Q4 2022 | 1,572 | +19.6% | +14.5% |
| Q3 2022 | 1,315 | +0.6% | +2.5% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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