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Ulta Beauty10-Q: Acquisition completed

Ongoing integration of Space NK acquisition is a key driver of Ulta's 10% sales growth.

What happened

The acquisition of Space NK is a key contributor to Ulta's revenue growth, indicating ongoing integration efforts and operational complexity. This creates potential pain points around system consolidation (ERP, CRM), managing separate financial entities, and aligning international supply chains, opening doors for integration and consulting partners.

Source

SEC EDGARAug 27, 2026

Quarterly report (Form 10-Q)

Ulta Beauty 10-Q

Filing excerpt

The net sales increase was primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores.

sec.gov/Archives/edgar/data/1403568/000110465926102442/ulta-20260801x...Read the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Acquisition completed

What this signalsIntegration work after a deal often opens needs for new systems and services.

Filed
Aug 27, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
10% (Net sales increase for the 26 weeks ended August 1, 2026)

Details

CIK
1403568
Accession number
0001104659-26-102442
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Active integration needs
Signal category
Strategic

Topics and mentions

Vendors

  • National Westminster Bank plc

Extraction

Confidence
High
Relevance
70%
Sentiment
Positive
Detected
Sep 1, 2026
signal_type
sec-10q
signal_subtype
acquisitionCompleted

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/ac91e06c-b2f0-4a4f-bb86-a5d1de02b37e returns this record as JSON. POST /v1/companies/enrich returns every signal for ulta.com.

{
  "signal_id": "ac91e06c-b2f0-4a4f-bb86-a5d1de02b37e",
  "signal_type": "sec-10q",
  "signal_subtype": "acquisitionCompleted",
  "detected_at": "2026-09-01T07:03:48.819+00:00",
  "company": {
    "name": "Ulta Beauty",
    "domain": "ulta.com"
  },
  "data": {
    "detail": "The acquisition of Space NK is a key contributor to Ulta's revenue growth, indicating ongoing integration efforts and operational complexity. This creates potential pain points around system consolidation (ERP, CRM), managing separate financial entities, and aligning international supply chains, opening doors for integration and consulting partners.",
    "metrics": {
      "pct": 0.1,
      "timeframe": "current_year",
      "pct_context": "Net sales increase for the 26 weeks ended August 1, 2026"
    },
    "summary": "Ongoing integration of Space NK acquisition is a key driver of Ulta's 10% sales growth.",
    "excerpts": "The net sales increase was primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores.",
    "relevance": 0.7,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1403568/000110465926102442/ulta-20260801x10q.htm",
    "filing_date": "2026-08-27",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Active integration needs",
    "signal_category": "strategic",
    "vendors_mentioned": [
      "National Westminster Bank plc"
    ]
  }
}

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