ULTA Beauty Stock Analysis - is ULTA Stock a Good Buy Today??

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ULTA Beauty Stock Analysis - is ULTA Stock a Good Buy Today??

Рет қаралды 14,660

Learn to Invest - Investors Grow

Күн бұрын

Пікірлер: 86

@yahmoht6470 2 ай бұрын

Jimmy, glad you are back at videos again. This is a giant company with great potential. Been dollar-cost-averaging since 460.

@LearntoInvest 2 ай бұрын

Sounds like a solid move, I’m going to start buying in a few days 😀👍

@LearntoInvest 2 ай бұрын

And it’s nice to be making videos again. 😀

@mikeordon125 2 ай бұрын

I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Lisa O'Brien for helping me achieve this.

@johnson5110 2 ай бұрын

You trade with lisa obrien too? Wow that woman has been a blessing to me and my family.

@DavidAeron-zl9lc 2 ай бұрын

I am grateful to her as well though I started with as low as $1,500 actually because it was my first time and it was successful, shes a great personality in the state

@AdamD.Snyder 2 ай бұрын

I was skeptical at first till I decided to try. It's huge returns is awesome. I can't say much

@mikeordon125 2 ай бұрын

SHE'S MOSTLY ON TELEGRAMS, USING THE USERNAME

@mikeordon125 2 ай бұрын

@OBRIENLISAFX

@CatholicSoldierX 2 ай бұрын

ULTA has fantastic management imo, They dont pay out a dividend but buy back stock. At these levels this is like a gold mine if they succeed in their Mexico expansion.

@MeBee-fl2ow 2 ай бұрын

They have a new Management. Not possible to value them

@brianmalone3635 2 ай бұрын

Just filled my position in ULTA the other day. Great insight. Glad to see you back!

@garyvaldez3959 Ай бұрын

What price target?

@tutuhsm 2 ай бұрын

I rarely comment, and in the last video I recommended this company! And HERE WE GO 😂 maybe I should start leaving comments more often. Great stuff, I have the stock at 375 so that’s cool. From across the globe(Saudi), thanks Jimmy for the awesome educational videos!

@pennguino9137 2 ай бұрын

Glad to see you back on line again. Appreciate you.

@David.Marquez 2 ай бұрын

Great video Jimmy! I like the nuance to the analysis. Good to see you back!

@JeganBedpal 2 ай бұрын

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape....

@JasonGavino-dj6ze 2 ай бұрын

Kerrie Farrell program is widely available online..

@RomanLansang 2 ай бұрын

The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways...

@LeightonCorrigan 2 ай бұрын

On the grand scheme of things, once you understand the potential of trad!ng, you can bet on it but I think people need the education to fully understand...

@duongtuan-od7kx 2 ай бұрын

I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this..

@Jovenoli 2 ай бұрын

This is exactly what Big time investors are talking about, not just you. key thing here is to always trades with a good strategy even if the price goes up or down...

@TheStockSaleFlyer 2 ай бұрын

I valued it before the last earnings release and did a video where I valued it a bit lower, but I am wondering if I was too conservative with this one. I said I was going to try to pick it up at $350 then. They did buy back more stock according to the recent earnings release. I probably should revisit it again. Glad Jimmy is back!

@vermasean 2 ай бұрын

Looking forward to this one! Thanks Jimmy!! 💇‍♀️💇 🙌

@LearntoInvest 2 ай бұрын

I’m excited about this one, let me know your thoughts 😀👍

@MC-gj8fg 2 ай бұрын

A free membership that gives you perks doesn't strike me as the definition of loyalty, but rather that people aren't saying no to free stuff.

@LearntoInvest 2 ай бұрын

lol, fair point. I was thinking more about the fact that 95% of sales were from people who are members. That just struck me as fairly high. But your correct, that it doesn’t imply loyalty

@Pizza-gb1ch 2 ай бұрын

Agreed. At Amazon, Costco, and Sam's customers pay a subscription fee upfront. Amazon: for "free" shipping. Costco: for the privilege of buying huge quanties of its goods. Costco gives customers free samples of food to entice then to buy. Without the discounts and CapEx there mught be no growth. ULTA deserves its valuation multiple.

@Djjsndnndnnzjjs 2 ай бұрын

They just make first time buyers flour forms and become a member before the sale, which makes every sale be a member’s sale.

@heenakhan1715 2 ай бұрын

As someone who shops at Ulta. You are more inclined to buy from them vs say Sephora etc since you get more points and more convenient locations than having to go to the mall (ie Sephora)

@gaurav1987pal 2 ай бұрын

Great analysis as usual. Another thing that can be added is competition with ELF beauty. Thanks!

@AndrewLetendre 2 ай бұрын

They partner with, not compete with companies like E.L.F.

@DUBLL100 2 ай бұрын

Just bought this recently

@user-xl1bj1lb1b 2 ай бұрын

Jimmy am glad to see you.

@hwdiswbog74 2 ай бұрын

Another great video Jimmy. Your ethical integrity is admirable. Maybe I missed it, but what discount rate or WACC did you use for your DCF?

@brenthumason9347 2 ай бұрын

9% required return

@krakhour2 2 ай бұрын

Thanks Jimmy your great. I would like to see breakdown on NICE and VICI

@davidariasmaestre715 2 ай бұрын

Great video as always Jimmy, I own Ulta since last year and I have an average price of 405. I'm happy to know you are also a shareholder

@garyvaldez3959 Ай бұрын

Hope you been buying more since than and averaging cost down!!

@Tristen501 2 ай бұрын

Loved the analysis!

@ricardob859 2 ай бұрын

Good video!! What is your opinion on EL?

@winlex22 2 ай бұрын

Thank you Jimmy!

@TEAMVISHALSINGH_ 2 ай бұрын

Hi sir , your videos are amazing but I think you should improve your Thumbnail designing it will give you more ctr = more views I can help you in Thumbnail designing 🙂

@777Donaldtrump 28 күн бұрын

hi Jimmy, may I know what is the website you are using?

@weston355 2 ай бұрын

Awesome video

@joeri2499 2 ай бұрын

But the most important question: what is the goal?

@joepistone8922 2 ай бұрын

Thanks Jimmy. I wonder if you considered online sales for this company

@hugomeza2910 2 ай бұрын

If I was to buy the whole business, how long would it take for me to get my money back?

@drekmastermind 2 ай бұрын

You double count earnings by including buybacks. It's like adding back divideds into earnings.

@pfuiteufel1385 27 күн бұрын

Good point

@josephlombardo1267 2 ай бұрын

I'd be checking management guidance for CapEx: will they keep increasing it?

@NikoLipey 2 ай бұрын

Thank you!!!

@angcx6192 2 ай бұрын

Owned $ULTA for the last two plus years and it's one of my larger positions. Theft is still an issue.

@garyvaldez3959 Ай бұрын

How much are you up

@Chrissers2010 2 ай бұрын

Morningstar values ULTA at $410.

@kashganja 2 ай бұрын

it is a buy

@ziggy8036 2 ай бұрын

Are you a buy

@michaelfriend3990 2 ай бұрын

Jimmy!!!

@ajones8008 16 күн бұрын

Gonna load the boat today, currently at 328.5

@nathanabebe7110 15 күн бұрын

I bet it’s treating u well now haha

@ajones8008 14 күн бұрын

@@nathanabebe7110 i didnt know i called the bottom!!!!

@robertoc.j.5563 2 ай бұрын

Hi Jimmy 👋 when you get a chance could you please take a look at $FMC leader in farming supplies commodities impacted in 2023 for weather and covid overstocks. It seems posed to rebound.

@TheFirenick 15 күн бұрын

hi buffett

@pawelreizer8025 2 ай бұрын

NYCB as promised?

@garytruman1988 2 ай бұрын

Instead of waiting for 1% more MOS why wouldn’t you just sell a put at that price so you get paid for buying it where you want?

@MrSpandya22 2 ай бұрын

maybe he doesn't want to buy 100 shares of it.

@Sony-ox7wx 2 ай бұрын

Please GOOGL and TSLA

@davidkoba 2 ай бұрын

Retail=widow maker

@chrisr9764 2 ай бұрын

Are you filming in 1990?

@johnsmith-dm2tq 2 ай бұрын

jimmy?? i have questions? there is a knowledge gap happening for me and if i am not understanding it than i think many are not understanding it. It's a perception issue, i think. you have a green card here with your numbers on it and because you do the calculations your aware of how you get to these numbers. but if i pull up the calculator i cannot get the calculator to read 14% no matter how i enter these numbers. do you have a video on this already that i am unaware of? its not that i think your wrong, im sure its 14% i just can't figure out how to get to 14% myself. or i will wait till the end of this video where you will talk about your video (8 steps to analyzing stocks).

@Pizza-gb1ch 2 ай бұрын

14% of what?

@garytruman1988 2 ай бұрын

382.5 (current price) divided by 445 (fair value) is 85.9. So 85.9% of fair value. So 100% minus 85.9% you get 14.1% MOS

@johnsmith-dm2tq 2 ай бұрын

@@garytruman1988 thanks, I have watched a hundred videos and have not had that explained so clearly 😃😃

@ryanperez3251 2 ай бұрын

Anybody have an opinion on Starbucks

@garyvaldez3959 Ай бұрын

Buy nike rightnow better than star bucks.

@ulamss5 2 ай бұрын

you've been harping about intel forever, now is finally the time to get in.

@popkahchin 2 ай бұрын

do a deep dive with $SIRI and $DV. these two stocks are so oversold and interesting valuation now.

@Pizza-gb1ch 2 ай бұрын

Same-store-sales growth is 1%. Inflation is over 3%. Doesn't seem like good organic gowth. 95% of sales are from returning customers? That means les than 5% of sales from new customers, therefore no growth despite new stores. Additionally, the members all receive discounts. Like everyone shopping at Wal-mart getsan additional discount of its already low prices. 💁

@LearntoInvest 2 ай бұрын

Those are all great points, but even with all of that in mind, they still put up double digit net income margins and revenue growth was nearly 10% YoY

@cavantang9276 2 ай бұрын

@@LearntoInvest But arent Same-store-sales growth of 1.6% a quarterly figure whereas the inflation OP mentioned is an annual figure? how is that comparable

@exursist 2 ай бұрын

Mind you. Look at dollar stores, five below, ASO today. Look at what their same store sales were for recent quarter. There's a lot of weakness out there.

@angcx6192 2 ай бұрын

95% of sales from members, and membership has been growing.

@garyvaldez3959 Ай бұрын

Guys very simple girls wil never stop wearing makeup simple and done. Gonna grow reguardless and on top of that imagine the world wil live in when girls stop wearing make up. NEVER GONNA HAPPEN. I have over 5 figure in this. Easy money stock rightnow my opion