Ulta has a significant revenue concentration, with over half of its net sales coming from just ten brand partners. This dependency on key suppliers like L'Oréal and Estée Lauder creates operational risk and emphasizes the need for robust partner management and supply chain visibility solutions.
Filing excerpt
Ulta U.S.’s top ten brand partners, such as L’Oréal and Estée Lauder Companies, among others, represented approximately 51% and 54% of its total net sales in fiscal 2025 and the fiscal year ended February 1, 2025 (“fiscal 2024”), respectively.
What this signalsFilings often name leadership changes, deals and spending plans.
Vendors
Regions named
sec-10ksupplierConcentrationGet every 10-K signal for Ulta Beauty and the companies you sell to, in the tools you already use.
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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 APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/42e23bd6-4e15-41a4-b82b-19f0f15e4b75 returns this record as JSON. POST /v1/companies/enrich returns every signal for ulta.com.
{
"signal_id": "42e23bd6-4e15-41a4-b82b-19f0f15e4b75",
"signal_type": "sec-10k",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-03-31T08:33:46.279+00:00",
"company": {
"name": "Ulta Beauty",
"domain": "ulta.com"
},
"data": {
"detail": "Ulta has a significant revenue concentration, with over half of its net sales coming from just ten brand partners. This dependency on key suppliers like L'Oréal and Estée Lauder creates operational risk and emphasizes the need for robust partner management and supply chain visibility solutions.",
"metrics": {
"pct": 51,
"timeframe": "current_year",
"pct_context": "of total net sales from top ten brand partners"
},
"summary": "Top 10 brand partners, including L’Oréal and Estée Lauder, represent 51% of net sales.",
"excerpts": "Ulta U.S.’s top ten brand partners, such as L’Oréal and Estée Lauder Companies, among others, represented approximately 51% and 54% of its total net sales in fiscal 2025 and the fiscal year ended February 1, 2025 (“fiscal 2024”), respectively.",
"relevance": 0.8,
"sentiment": "neutral",
"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": "Risk management needed",
"signal_category": "market",
"regions_mentioned": [
"U.S."
],
"vendors_mentioned": [
"L’Oréal",
"Estée Lauder Companies"
]
}
}
curl https://signals.autobound.ai/v1/signals/42e23bd6-4e15-41a4-b82b-19f0f15e4b75 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"ulta.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.