Ulta Beauty Inc (NAS:ULTA)
$ 546.78 +11.15 (+2.08%) Market Cap: 23.38 Bil Enterprise Value: 25.69 Bil PE Ratio: 19.93 PB Ratio: 8.85 GF Score: 94/100

Ulta Beauty Inc at Barclays Global Consumer Conference Transcript

Sep 10, 2026 / 01:45PM GMT
Release Date Price: $535.63 (-1.15%)
Adrienne Yih;Tennant
Ulta Beauty Inc - Analyst

Okay. Great. Thank you very much. Good morning, everybody, and thank you for joining us. I'm Adrienne Yih, Barclays specialty retail apparel and footwear analyst. And it is my pleasure to welcome Kecia Steelman, President and Chief Executive Officer of Ulta Beauty; and Chris DelOrefice, Chief Financial Officer.

So I'd like to give a little bit of background on the management before we start for those who aren't as familiar with the company. Kecia joined Ulta Beauty in 2014 and has held leadership roles spanning store operations, merchandising, enterprise strategy, including Chief Store Operations Officer, Chief Operating Officer and President before being named President and CEO in January of 2025, a very well-deserved recognition.

Prior to Ulta Beauty, she also held leadership positions at Family Dollar, Home Depot and Target. Chris is a newcomer, right? So Chris joined Ulta Beauty as the CFO in December of 2025. And prior to that, he served as EVP and CFO of Becton Dickinson and previously to that, more than two decades

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