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Ulta Beauty10-K: Market expansion

Ulta plans to grow to 1,800+ U.S. stores, investing $2.4M per new location

What happened

The company is executing a long-term physical retail expansion in the U.S., signaling significant capital expenditures for real estate, construction, store setup, and inventory.

Source

SEC EDGARMar 26, 2026

Annual report (Form 10-K)

Ulta Beauty 10-K

Filing excerpt

The Company believes that, over the long term, it has the potential to grow its store footprint to more than 1,800 freestanding Ulta U.S. stores.

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: Market expansion

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

Filed
Mar 26, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$2.4M (average investment to open a new Ulta U.S. store)

Details

CIK
1403568
Accession number
0001104659-26-035243
Timeframe
Multi year
Filing year
2026
Why it matters
Scaling infrastructure needed

Topics and mentions

Regions named

  • U.S.

Extraction

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

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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/758773cc-d730-4aa0-9000-212408e1d0f1 returns this record as JSON. POST /v1/companies/enrich returns every signal for ulta.com.

{
  "signal_id": "758773cc-d730-4aa0-9000-212408e1d0f1",
  "signal_type": "sec-10k",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-03-31T08:33:46.478+00:00",
  "company": {
    "name": "Ulta Beauty",
    "domain": "ulta.com"
  },
  "data": {
    "detail": "The company is executing a long-term physical retail expansion in the U.S., signaling significant capital expenditures for real estate, construction, store setup, and inventory. This creates opportunities for vendors supporting new store openings and retail operations.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "average investment to open a new Ulta U.S. store",
      "dollar_millions": 2.4
    },
    "summary": "Ulta plans to grow to 1,800+ U.S. stores, investing $2.4M per new location",
    "excerpts": "The Company believes that, over the long term, it has the potential to grow its store footprint to more than 1,800 freestanding Ulta U.S. stores.",
    "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": "Scaling infrastructure needed",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S."
    ]
  }
}

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