Published On Mar 15, 2024
Despite a reported earnings beat, our Retail team’s “Best Idea” Short Ulta Beauty (ULTA) is down over 4% today.
In this clip from The Call @ Hedgeye, Retail analyst Arianna Petillo explains the beauty chain benefited from the additional “53rd week” in the retail calendar, while also calling out discounting and excessive store growth as red flags.
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