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Raymond James downgrades Ulta stock amid cautious outlook on store traffic

EditorEmilio Ghigini
Published 30/08/2024, 12:08
ULTA
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On Friday, ULTA Salon (NASDAQ: ULTA) experienced a shift in stock rating as Raymond James changed its recommendation from a Strong Buy to an Outperform status. Accompanying this downgrade, the firm also adjusted ULTA's price target to $450, a decrease from the previous $500 target.

The adjustment by Raymond James reflects a cautious yet optimistic stance towards ULTA Salon's future performance. The firm acknowledges improvements in the company's comparable store sales (comps) in August compared to July and notes that several significant initiatives have been completed.

These include the majority of Sephora doors at Kohl's (NYSE:KSS) being rolled out, the completion of the Enterprise Resource Planning (ERP) system switchover, and the upcoming relaunch of the Ulta Beauty (NASDAQ:ULTA) collection.

The analyst from Raymond James cited upcoming promotional events such as the 21 Days of Beauty as potential catalysts for increased store traffic, which could positively impact sales. This is after previous promotions enhanced e-commerce activity but did not significantly boost in-store foot traffic.

Moreover, the firm highlights the growth in ULTA's loyalty program, which saw a 5% year-over-year increase in the second quarter. While Raymond James has taken a more conservative approach by downgrading the stock, the firm believes that ULTA's new estimates are achievable and could be surpassed if the promotional events effectively drive more customers to stores.

The new price target of $450 is based on unchanged valuation multiples of 12 times on enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) and 18 times on price to earnings (P/E), applied to revised earnings estimates. The analyst's commentary suggests that while there is potential for ULTA to outperform, there remains caution due to the possibility of a reset in long-term targets.

In other recent news, Ulta Beauty Inc. reported a slight increase in its Q2 net sales, reaching $2.6 billion, marking a 0.9% rise. However, the beauty retailer faced a 1.2% decrease in comparable sales. These results reflect the impact of a competitive beauty sector, operational disruptions from a major ERP transformation, and the normalization of growth within the industry.

In response, Ulta Beauty is making strategic moves to enhance its market position, including the opening of 17 new stores during the quarter and enhancing customer engagement through digital initiatives and a loyalty program.

The company's outlook for the year remains cautious, projecting net sales to be between $11 billion and $11.2 billion, with comparable sales expected to be down 2% to flat. Furthermore, Ulta Beauty plans for capital expenditures of $400 million to $450 million and $1 billion in share repurchases.

Despite a challenging Q2, the company continues to innovate, launching new brands and utilizing its loyalty program to create deeper customer connections. These are among the recent developments at Ulta Beauty as it navigates the current market environment.

InvestingPro Insights

In light of Raymond James' recent adjustment to ULTA Salon's stock rating and price target, a glance at real-time data and insights from InvestingPro could provide additional context for investors. ULTA's management has been actively buying back shares, signaling confidence in the company's value (InvestingPro Tip). This aligns with the company's solid fundamentals, as ULTA operates with a moderate level of debt and has liquid assets that exceed short-term obligations (InvestingPro Tips).

From a financial perspective, ULTA Salon boasts a market capitalization of $17.54 billion, and despite a significant share price decline over the last six months, analysts predict profitability for the company this year. The P/E ratio stands at 14.36, with a slight adjustment to 13.95 when considering the last twelve months as of Q1 2025. The company's revenue growth was 7.64% during the same period, demonstrating a healthy expansion in its business operations.

However, it's worth noting that ULTA is trading at a high P/E ratio relative to near-term earnings growth, and also at a high Price/Book multiple of 7.62. These metrics suggest that while the company is expected to be profitable, investors are paying a premium for that profitability relative to the company's book value and earnings growth potential. For those interested in further insights, InvestingPro offers additional tips on ULTA Salon at https://www.investing.com/pro/ULTA, providing a more comprehensive investment outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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