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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.3K followers
Created: 2025-07-07 10:30:35 UTC

DA Davidson Raises $ULTA PT to $XXX from $XXX - Buy; 'the worst does appear to be behind us'

Analyst comments: "We are once again refreshing our beauty product overlap study, last published six months ago in January. This analysis looks at Ulta’s 'best sellers', comparing availability and price at Sephora, Amazon, Walmart and Target. The biggest takeaway is that Ulta seems to have more differentiation versus competitors than what we saw in January. This is consistent with our key positive investment theme that the competitive pressures to ULTA are subsiding. To be sure, it remains a competitive space, both in terms of availability and price. But, the worst does appear to be behind us."

Analyst: Michael Baker


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942169366369558913/c:line.svg)

**Related Topics**
[ulta](/topic/ulta)
[sephora](/topic/sephora)
[$ulta](/topic/$ulta)
[ulta beauty inc](/topic/ulta-beauty-inc)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[$wmt](/topic/$wmt)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/wallstengine/status/1942169366369558913)