Sydney Wagner (Jefferies)

Focus Areas5 topics

Demand2Subscriber Growth1Competitive Dynamics1Innovation & R&D1Pricing1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

ULTAUlta Beauty3 quarters

2026 Q2

what you view as the primary driver of loyalty within the Ulta ecosystem?

Subscriber GrowthDemandView in transcript →

2026 Q1

what you think about are the most important elements of the business to maintain your competitive moat in the category, and what helps you continue to win new brands?

Competitive DynamicsInnovation & R&DView in transcript →

2025 Q2

Can you just share how you understand that trend? Do you think about it as trade up? Is it more brand or innovation driven?

DemandPricingView in transcript →