Ulta Beauty (FRA:34U) Tariff Resilience Score: 6/10 (As of Jul. 02, 2026)


FRA:34U Ulta Beauty Inc FRA:34U
95 GF Score
Price €393.30
GF Value €498.27
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Ulta Beauty Tariff Resilience Score?

Ulta Beauty FRA:34U -2.29% 95 Tariff Resilience Score is 6 as of Jul. 02, 2026. GuruFocus rates FRA:34U with a GF Score™ of 95/100 and a GF Value™ of €498.27 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,116 Retail - Cyclical companies, Ulta Beauty ranks better than 96.86% on this metric.

Ulta Beauty has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Ulta Beauty has Ulta Beauty imports a significant portion of its products, making it somewhat vulnerable to tariffs. However, its strong brand and pricing power allow it to pass costs to consumers. The company has been exploring alternative suppliers to mitigate risks.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Ulta Beauty might have Average Resilient.

Ulta Beauty  (FRA:34U) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Ulta Beauty Tariff Resilience Score Related Terms

FRA:34U vs DKS, BBY, TSCO: Tariff Resilience Score Comparison

For the Specialty Retail subindustry, Ulta Beauty's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Ulta Beauty Tariff Resilience Score vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Ulta Beauty's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Ulta Beauty's Tariff Resilience Score falls into.


FRA:34U
95GF Score
Ulta Beauty Inc FRA:34U
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Ulta Beauty (FRA:34U) has a Tariff Resilience Score of 6 as of Jul. 02, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Ulta Beauty ranks #35 out of 1116 companies in the Retail - Cyclical industry, placing it in the top 3.1%.
Is Ulta Beauty's Tariff Resilience Score too high?
Ulta Beauty's current Tariff Resilience Score is 6. Based on the distribution chart, Ulta Beauty ranks #35 out of 1116 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Ulta Beauty has a GF Score™ of 95/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ulta Beauty's Tariff Resilience Score compare to DKS and BBY?
According to the Retail - Cyclical industry distribution chart, Ulta Beauty ranks #35 out of 1116 companies for Tariff Resilience Score. This places Ulta Beauty in the top 3% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Cyclical company?
A good Tariff Resilience Score depends on the Retail - Cyclical industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Ulta Beauty's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ulta Beauty stock overvalued right now?
Based on GuruFocus' analysis, Ulta Beauty (FRA:34U) is currently considered Modestly Undervalued. The stock's GF Value™ is €498.27, compared to a current price of €393.30 — trading 21.1% below its estimated fair value. The current Tariff Resilience Score is 6. Ulta Beauty's overall GF Score™ is 95/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Ulta Beauty (FRA:34U), the current Tariff Resilience Score is 6 as of Jul. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ulta Beauty (FRA:34U) Overvalued in 2026?

Based on GuruFocus' analysis, Ulta Beauty stock appears to be undervalued. The current stock price of €393.30 is trading 21.1% below its estimated GF Value™ of €498.27. GuruFocus considers Ulta Beauty to be Modestly Undervalued.

Key valuation signals for FRA:34U:

  • Tariff Resilience Score: 6
  • GF Value™: €498.27 vs. price of €393.30 (21.1% below fair value)
  • GF Score™: 95/100 with 2 warning signs

No single metric tells the full story. See the FRA:34U stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ulta Beauty Business Description

Address 1000 Remington Boulevard, Suite 120, Bolingbrook, IL, USA, 60440
Ulta Beauty is the largest specialized beauty retailer in the US with more than 1,500 freestanding stores. The firm offers cosmetics (38% of 2025 sales), fragrances (13%), skin care (24%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for 4% of its revenue and drive customer traffic. Outside of the US, Ulta operates premium beauty retailer Space NK (86 stores at year-end 2025 in the UK and Ireland) and has franchised stores in Mexico, and a joint venture in the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
95GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€393.30
Price
€498.27
GF Value