Ulta Beauty Inc at Goldman Sachs Retail Conference Transcript

Sep 07, 2022 / 05:00PM GMT
Katharine Amanda McShane - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Okay. Hello, everyone. Thank you for joining us for the Ulta Beauty fireside chat. Today, we're very happy to have Dave Kimbell, Chief Executive Officer of Ulta; and Scott Settersten, Chief Financial Officer. And we'll just get started and start asking questions here.

Questions and Answers:

Katharine Amanda McShane - Goldman Sachs Group, Inc., Research Division - Equity Analyst

So we're starting most of these sessions with asking about the state of the consumer, health of the consumer. So far, your comps this year have been stronger than expected, driven by traffic as the makeup category recovers. But it's been well documented that the consumer has a little less income with the amount of inflation, that's in the world. So can you talk a little bit about how your business fares when there is more of a cash constrained consumer and what you're seeing from some of the different income demographics that shop also.

David C. Kimbell - Ulta
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot