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Ulta Beauty10-K: Data investment

Leveraging CRM platform for "sophisticated analysis" of 46M+ loyalty members.

What happened

With 95% of sales coming from its 46 million loyalty members, Ulta is heavily dependent on its CRM platform for data analysis, personalization, and targeted marketing.

Source

SEC EDGARMar 26, 2026

Annual report (Form 10-K)

Ulta Beauty 10-K

Filing excerpt

With more than 46 million members as of the end of fiscal 2025 and approximately 95% of total sales coming from members in fiscal 2025, Ulta U.S. is uniquely positioned with a deep understanding of its guests and their preferences...

sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x...Read the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Data investment

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Mar 26, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
95% (Percentage of total sales from loyalty members)

Details

CIK
1403568
Accession number
0001104659-26-035243
Timeframe
Current year
Filing year
2026
Why it matters
Target for data vendors
Signal category
Technology

Topics and mentions

Technologies

  • CRM

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Mar 31, 2026
signal_type
sec-10k
signal_subtype
dataInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/dc80a558-dbca-45de-981c-a36f06a6827d returns this record as JSON. POST /v1/companies/enrich returns every signal for ulta.com.

{
  "signal_id": "dc80a558-dbca-45de-981c-a36f06a6827d",
  "signal_type": "sec-10k",
  "signal_subtype": "dataInvestment",
  "detected_at": "2026-03-31T08:33:46.38+00:00",
  "company": {
    "name": "Ulta Beauty",
    "domain": "ulta.com"
  },
  "data": {
    "detail": "With 95% of sales coming from its 46 million loyalty members, Ulta is heavily dependent on its CRM platform for data analysis, personalization, and targeted marketing. This indicates a significant, ongoing budget for data analytics, customer data platforms (CDP), and marketing automation technologies to enhance customer value.",
    "metrics": {
      "pct": 0.95,
      "timeframe": "current_year",
      "pct_context": "Percentage of total sales from loyalty members"
    },
    "summary": "Leveraging CRM platform for \"sophisticated analysis\" of 46M+ loyalty members.",
    "excerpts": "With more than 46 million members as of the end of fiscal 2025 and approximately 95% of total sales coming from members in fiscal 2025, Ulta U.S. is uniquely positioned with a deep understanding of its guests and their preferences...",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm",
    "filing_date": "2026-03-26",
    "filing_year": 2026,
    "sales_relevance": "Target for data vendors",
    "signal_category": "technology",
    "regions_mentioned": [
      "U.S."
    ],
    "technologies_mentioned": [
      "CRM"
    ]
  }
}

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