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Ulta Beauty (ULTA) Stock Has Cash Flow Upside While Earnings Look Fair
Simply Wall St.83d agoneutral
Ulta Beauty (ULTA) Stock Has Cash Flow Upside While Earnings Look Fair

Ulta Beauty stock has fallen away from its recent highs and is now trading at a level where the Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, while the broader valuation checks suggest only a mixed picture rather than a clear bargain. Over the past 5 years, Ulta Beauty has delivered a total return of 37.6%, which puts the recent share price weakness into the context of a longer period of positive performance. Inflation pressures on core customers and the...

Ulta Beauty (ULTA) Launches Bath And Body Works In More Than 600 Stores
Simply Wall St.84d agoneutral
Ulta Beauty (ULTA) Launches Bath And Body Works In More Than 600 Stores

Ulta Beauty and Bath & Body Works are rolling out over 600 in-store and online Bath & Body Works product areas at Ulta Beauty locations. The partnership includes Ulta exclusive products and comes as Ulta’s collaboration with Target approaches its planned end. This move reshapes Ulta Beauty’s in-store product mix and cross-brand strategy during a period of shifting retail alliances. Ulta Beauty (NasdaqGS:ULTA) is adjusting its retail partnerships at a time when the stock has faced pressure,...

Target (TGT) Raises Full Year Sales Outlook After Broad Based Rebound
Simply Wall St.85d agoneutral
Target (TGT) Raises Full Year Sales Outlook After Broad Based Rebound

Target (NYSE:TGT) has raised its full-year net sales growth outlook for fiscal 2026. Management cites a rebound in traffic-led sales across all six merchandise categories. The improvement spans in-store and digital channels and reaches diverse customer demographics. This guidance update reflects broader momentum that extends beyond recent branded partnerships. For investors watching large U.S. retailers, Target sits at the intersection of mass merchandise, discretionary spending, and...

Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026
24/7 Wall St.87d agobullish
Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026

Costco (NASDAQ:COST) and Target (NYSE:TGT) both delivered post-earnings stories that capture the split running through American retail. Costco posted 11.6% revenue growth on the back of a membership cash engine. Target turned in a 17.03% EPS beat, yet operating income fell. With sticky June inflation and dwindling personal savings squeezing households, the contrast matters. Membership ... Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026

Ulta Beauty is leaving Target, here's what's replacing it
TheStreet87d agoneutral
Ulta Beauty is leaving Target, here's what's replacing it

When Target and Ulta Beauty decided to end their five-year partnership, the department store put out a terse statement about the impending divorce. "Ulta Beauty and Target Corporation announced that they have mutually agreed not to renew the Ulta Beauty at Target shop-in-shop partnership when the ...