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Ulta traffic surged 48% in September. BofA raises price target citing growth in website visits, higher digital engagement.
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Estee Lauder is projected to report Q1 fiscal 2027 earnings on Nov. 2, 2026, with revenues expected to rise 4.8% to $3.65 billion and EPS surging 62.5% to 52 cents. Growth is anticipated from strong skincare and fragrance brands, China demand, digital expansion, and cost-saving initiatives, though makeup and hair care weakness and tariff pressures present headwinds.
The article compares Alibaba Group and Target as investment options for 2026. Alibaba offers higher growth (4% average) and better profitability (11.4% operating margin) but faces regulatory risks and a higher valuation (P/E 23.6x). Target provides lower valuation (P/E 15.4x), steadier profitability (5.5-5.7% operating margin), and domestic stability but slower growth (1.5% average). The analysis suggests Target may be the better choice for many investors due to its more attractive valuation despite Alibaba's stronger growth profile.
Ulta Beauty is identified as a participant in the KBDB Collaborative, an initiative focused on improving chemical safety transparency and data sharing across the beauty and personal care industry.