Ulta Beauty Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Jan 23, 2024

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Jun 08, 2023 / 02:15PM GMT
Mark R. Altschwager - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Okay. I think we'll get started. Thank you, everyone, for joining. I'm Mark Altschwager, Baird's senior research analyst covering fashion and wellness. And I'm excited to welcome back to Baird's consumer tech and service conferences, Ulta Beauty. Ulta Beauty is the largest specialty beauty retailer in the U.S., with over $10 billion in revenue, healthy mid-teens operating margins and a track record of consistent market share gains. Joining us on stage, CEO, Dave Kimbell; and CFO, Scott Settersten. Great to see each of you.

Scott M. Settersten - Ulta Beauty, Inc. - CFO, Treasurer & Assistant Secretary

Good morning.

David C. Kimbell - Ulta Beauty, Inc. - CEO & Director

Thanks for having us, Mark.

Questions and Answers:

Mark R. Altschwager - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

So to -- maybe starting off here,

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