Seasonal Evaluation for Ulta Beauty, Inc. (ULTA)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 61.11% | 66.67% | 72.22% | 77.78% |
| Median Return | 5.72% | 3.49% | 5.07% | 9.09% |
| Average Return | 12.79% | 9.34% | 10.09% | 8.95% |
| Maximum Gain | 43.08% | 67.98% | 48.47% | 28.21% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -30.59% | -26.20% | -27.74% | -37.65% |
| Loss Year | 2020 | 2024 | 2019 | 2008 |
| Based on the past 18 years (2008-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 69.44% | 69.44% | 63.89% | 75.00% |
| Median Return | 7.40% | 4.48% | 4.65% | 7.66% |
| Average Return | 10.48% | 9.72% | 10.85% | 9.48% |
| Maximum Gain | 43.08% | 67.98% | 67.98% | 48.47% |
| Gain Year | 2012 | 2009 | 2009 | 2009 |
| Maximum Loss | -37.65% | -27.74% | -30.59% | -37.65% |
| Loss Year | 2008 | 2019 | 2020 | 2008 |
| Based on the past 18 years (2008-2025) | ||||