Everything Money 对 $ULTA 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Morning Star共 1 条
2026-10-05
《Every Stock I'm Buying Right Now Before 2026 Ends (7 Unthinkable Prices)》
Ulta 是一家基本面强劲的优质企业,但其当前估值使其吸引力不如以往的入场点。

这一切都始于 Ulta Beauty,美国最大的美妆产品零售商。可以把它看作一站式目的地,彩妆、护肤、护发、香水以及沙龙服务,全都汇聚在同一屋檐下。他们打造出了每个零售商都梦寐以求的东西:真正的忠诚度,超过4400万名奖励计划会员持续回流。

It all started with Ulta Beauty, the largest beauty product retailer in the United States . Think of it as a one-stop destination for makeup, skincare, haircare, perfumes, and salon services, all under one roof.

They have built what every retailer dreams of. True loyalty with over 44 million rewards program members continuing to return.