Ulta Beauty Inc (NAS:ULTA)

$ 411.92 -6.09 (-1.46%) Market Cap: 19.38 Bil Enterprise Value: 21.82 Bil PE Ratio: 16.84 PB Ratio: 8.42 GF Score: 94/100

Ulta Beauty Inc at Oppenheimer Consumer Growth and E-Commerce Conference Transcript

Jun 16, 2020 / 05:15PM GMT

Release Date Price: $225.9 (+0.18%)

Transcript

Rupesh Dhinoj Parikh

Oppenheimer & Co. Inc., Research Division - MD & Senior Analyst

Good afternoon, everyone. My name is Rupesh Parikh, I'm the senior food, grocery and consumer products analyst at Oppenheimer. I'm happy to introduce our next presenting company, Ulta Beauty. We're excited to have joining us today Mary Dillon, CEO; and Scott Settersten, CFO.

So prior to the coronavirus pandemic, the Ulta management team, under Mary's leadership, drawn strong market share gains during both the boom times in 2015 and 2016 and more recently, in 2019, during significant challenges in the makeup category. This has helped to drive meaningful outperformance in shares versus both the S&P 500 and the XRT in recent years. We remain very bullish on Ulta's ability to continue gaining share coming out of the coronavirus pandemic, especially with all the challenges out there in select parts of the retail backdrop.

So the format of today's session will be a fireside chat, going through a number of questions that I prepared. We hope to cover both the shorter-term questions, given all the

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