Sydney Wagner (Jefferies)

Focus Areas4 topics

Competitive Dynamics1Innovation & R&D1Demand1Pricing1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History2 questions

ULTAUlta Beauty2 quarters

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 →