Ulta (ULTA): FY25 Q2 earnings call, Aug 28, 2025
No Kalshi or Polymarket word markets were listed for Ulta’s Aug 28, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Target”; 5 quoted, at least 25 words apart.
…we do. Finally, earlier this month, we announced our mutual decision with Target not to extend our shop-in-shop partnership, which will conclude in August of…
…of growth for our brand. For perspective, the royalty revenue from our Target partnership in fiscal 2024 was well below 1% of net sales. To…
…acquisition of Space NK, the mutual decision not to move forward with Target. So there's a lot of nuances that weren't baked into that long-term…
…end of 2026 when we now are not going to be in Target anymore. I think there's going to be a huge upside potential opportunity…
We wondered what the announcement of the Target relationship means for the stand-alone Ulta real estate strategy going forward.
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