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Kecia Steelman, who became Ulta Beauty CEO in January 2025, has launched the "Ulta Beauty Unleashed" strategy, focusing on international expansion into the UK, Mexico and the Middle East. Under her leadership, Ulta's shares have risen 57% over the past year whilst overseeing a workforce that is 91% female. Meanwhile, Joanne Crevoiserat has transformed Tapestry since becoming CEO in 2020, navigating the company through the COVID-19 pandemic whilst strengthening its portfolio of brands including Coach and Kate Spade New York. Both executives discussed their leadership strategies and retail outlooks on Yahoo Finance's Opening Bid Unfiltered podcast with Executive Editor Brian Sozzi.

Ulta Beauty launches Erly Skincare to test minimalist demand and loyalty. April 03, 2026 * Ulta Beauty (NasdaqGS:ULTA) will debut dermatologist founded Erly Skincare nationwide on April 19. * The brand will roll out to 750 Ulta Beauty stores and Ulta.com, targeting Gen Z and Gen Alpha with simple, hypoallergenic products. * The launch expands Ulta Beauty's skincare assortment with a focus on minimalist routines and sensitive skin needs. Ulta Beauty enters this launch with a share price of $537.39, after a 3.0% return over the past week and a 46.1% return over the past year. The stock has had a 19.7% decline over the past month and is down 13.3% year to date. These figures give investors useful context when weighing how new brand partnerships might fit into the broader story. For readers watching retail and beauty trends, Erly's focus on straightforward routines and hypoallergenic formulas speaks directly to younger shoppers who often favor fewer steps and clearer ingredient lists. How customers respond to Erly across 750 stores and online could offer an early read on demand for minimalist skincare within Ulta Beauty's national footprint. Stay updated on the most important news stories for Ulta Beauty by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Ulta Beauty. For Ulta Beauty, bringing Erly Skincare into 750 stores and Ulta.com looks less like a one off brand win and more like another data point in how the retailer uses partnerships to sharpen its assortment for younger shoppers. Erly's dermatologist founded, fragrance free positioning lines up with Ulta's push into wellness, "skinvestment" and skin sensitive routines that Gen Z and Gen Alpha often look for. Because Erly is making its first major retail debut with Ulta, the retailer also gains early access to any brand equity the label builds over time, rather than sharing that launch moment with multiple competitors. How this fits into the Ulta Beauty narrative. * The Erly rollout supports the narrative that exclusive and early stage partnerships can broaden Ulta's assortment for younger guests, potentially feeding into higher basket sizes alongside wellness and skincare offerings. * If minimalist brands like Erly do not see repeat demand once the initial curiosity fades, it could challenge the idea that a wider assortment alone will support margins and long term loyalty. * The narrative discusses wellness, marketplace, and international expansion, but does not fully address how first time retail launches for new brands might affect product mix and store level economics over time. Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Ulta Beauty to help decide what it's worth to you. The risks and rewards investors should consider. * | Bringing a new, relatively untested skincare brand into 750 stores at once increases the risk that shelf space and inventory are tied up if demand is weaker than expected. * | Competitors such as Sephora, Target, and specialty e commerce players may respond with their own dermatologist led or minimalist ranges, which could limit how differentiated Ulta's offer feels to younger shoppers. * | If Erly resonates with Gen Z and Gen Alpha, it could support Ulta's wellness and skincare themes and help keep younger guests in the loyalty ecosystem over time. * | Strong performance from Erly could reinforce Ulta's pitch as a first choice retail partner for emerging brands that want broad national exposure through stores and online in a single launch. What to watch going forward. Investors may want to watch how quickly Erly product placement expands within stores, how often the brand features in Ulta's marketing, and whether management starts calling out performance in future commentary. It is also worth paying attention to how competing retailers respond with their own sensitive skin or minimalist ranges and whether Ulta continues to secure first retail launches with other dermatologist founded brands. Any signs that Erly is associated with incremental loyalty sign ups or cross shopping into adjacent categories such as wellness could indicate that this launch is tied into Ulta's broader strategic themes. To stay informed on how the latest news affects the investment narrative for Ulta Beauty, visit the community page for Ulta Beauty to keep up with the top community narratives. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. New: AI Stock Screener & alerts. Our new AI Stock Screener scans the market every day to uncover opportunities. - Dividend Powerhouses (3%+ Yield) - Undervalued Small Caps with Insider Buying - High growth Tech and AI Companies Or build your own from over 50 metrics. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

"Ulta Beauty" Opens its second store in the UAE at "Dubai Mall" in partnership with "Alshaya" Published on 30-03-2026 Ulta Beauty, the largest specialty beauty retailer in the United States, announced the opening of its second store in the UAE at Dubai Mall, in partnership with Alshaya Group, the leading operator of global brands. This opening marks a significant milestone in the brand's expansion journey in the Middle East region, following its successful launch at Mall of the Emirates earlier this year. The new store is located in one of the world's premier shopping destinations and offers Ulta Beauty's integrated concept that brings together a wide and carefully curated selection of makeup, skincare, haircare, and fragrance products in one place. The store also features a diverse mix of luxury, commercial, and emerging brands, along with in-store services supervised by experts, to provide customers with a seamless and inspiring shopping experience. The opening of the Dubai Mall store sees the addition of over 20 new brands to Ulta Beauty's portfolio in the region, a step that reinforces the brand's commitment to offering a discovery-based retail experience. Notable exclusive brands include Morphe, Sacheu, Orebella, Lolavie, Nadine Njeim Beauty, and Ulta Beauty Collection. The selected assortment also highlights innovative regional and global brands in the fragrance and makeup categories, including Rosemin Beauty, founded by Dubai-based makeup artist Rosemin Manji and specifically designed to suit warm skin tones; Who is Elijah, the modern Australian fragrance house redefining unisex luxury perfume; and Arcadia by Umm Al Habtoor, an Emirati brand specializing in luxury fragrances inspired by contemporary urban life. In this context, Rebecca Jobo, Head of Health and Wellness Management at Alshaya Group, said, "We are proud to continue our partnership with Ulta Beauty as the brand expands its presence in the UAE with the opening of a new store at Dubai Mall. This achievement reflects our ongoing commitment to delivering world-class beauty experiences that inspire customers and keep pace with their evolving aspirations across the region." On her part, Christine Wolf, Senior Vice President of Corporate Strategy and New Growth Ventures at Ulta Beauty, stated, "We are delighted to open our second location in Dubai, especially in a leading shopping destination like Dubai Mall. In collaboration with Alshaya Group, this opening represents an important step in our international expansion strategy and reflects our dedication to offering Ulta Beauty's distinctive experience, specialized services, and welcoming shopping environment to a broader segment of customers in the region." Ulta Beauty's continued expansion in the UAE, managed by Alshaya Group, underscores the brand's long-term commitment to the region and its ambition to redefine the retail experience in the beauty sector through innovation, inclusivity, and the delivery of carefully curated brand experiences."