Ulta Beauty Inc at JPMorgan Retail Round Up Transcript
Okay. We are live. Well, good morning, everyone, once again, and welcome to JPMorgan's 12th Annual Retail Roundup at JPMorgan's new global headquarters. It is our distinct pleasure to welcome the Ulta management team, including CEO, Kecia Steelman and recently joined CFO, Chris DelOrefice.
Like other fireside situations, I will have a list of questions I'm going to go through. And then towards the end, we will open it up for investor Q&A. (Event Instructions)
So Kecia, you're 16 months into your leadership here at Ulta. Top-line execution has turned strongly since you took over. I think last year, at this time, almost to the day was the start of the turn where the business really started to inflect -- and over that past year, share performance has improved. You acquired Space NK in the UK. You launched Rare Beauty, you launch Ulta Beauty on TikTok Shop, and you launched the marketplace. Just a few things in that 16-month time frame.
So it's certainly been certainly been busy. And what's most impressive is that the
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