Ulta Beauty, Inc. (ULTA) Q2 2026 Earnings Call August 27, 2026 4:30 PM EDT

Company Participants

Kiley Rawlins – Senior Vice President of Investor Relations
Kecia Steelman – President, CEO & Director
Christopher DelOrefice – CFO & Principal Financial Officer

Conference Call Participants

Rupesh Parikh – Oppenheimer & Co. Inc., Research Division
Lorraine Maikis – BofA Securities, Research Division
Christopher Horvers – JPMorgan Chase & Co, Research Division
Anthony Chukumba – Loop Capital Markets LLC, Research Division
Krisztina Katai – Deutsche Bank AG, Research Division
Sydney Wagner – Jefferies LLC, Research Division
Susan Anderson – Canaccord Genuity Corp., Research Division
Olivia Tong Cheang – Raymond James & Associates, Inc., Research Division
Adrienne Yih-Tennant – Barclays Bank PLC, Research Division

Presentation

Operator

Good afternoon, everyone. My name is Ryan, and I will be your conference operator today. At this time, I’d like to welcome you all to Ulta Beauty’s Second Quarter and Fiscal 2026 Earnings Call. This conference is being recorded. [Operator Instructions]

I’d like to turn the call over to Ms. Kiley Rawlins, Senior Vice President of Investor Relations. Ms. Rawlins, please proceed.

Kiley Rawlins
Senior Vice President of Investor Relations

Thank you, Ryan. Good afternoon, everyone, and thank you for joining us for a discussion of Ulta Beauty’s results for the second quarter of fiscal 2026. Hosting our call today are Kecia Steelman, Chief Executive Officer; and Chris DelOrefice, Chief Financial Officer. During today’s webcast, a presentation is being displayed live and has been posted to our website, ulta.com/investor.

As a reminder, today’s earnings release and the comments made by management during this call include forward-looking statements. These statements are subject to risks and uncertainties that could cause our actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to, factors identified in this earnings release and in our most recent 10-K. The company

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