{"id":384821,"date":"2026-04-21T11:13:23","date_gmt":"2026-04-21T11:13:23","guid":{"rendered":"https:\/\/www.wacoca.com\/life\/384821\/"},"modified":"2026-04-21T11:13:23","modified_gmt":"2026-04-21T11:13:23","slug":"jefferies-upgrades-ulta-beauty-stock-on-renewed-makeup-momentum","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/life\/384821\/","title":{"rendered":"Jefferies Upgrades Ulta Beauty Stock On Renewed Makeup Momentum"},"content":{"rendered":"
\nUltaBeauty\u306e\u4e3b\u8981\u7d71\u8a08<\/p>\n

Ulta Beauty\u682a\u4fa1\u306e\u63a8\u79fb\uff1a3<\/p>\n

4\u670820\u65e5\u73fe\u5728\u306e\u682a\u4fa1:$572<\/p>\n

52\u9031\u9ad8\u5024:$715<\/p>\n

ULTA\u682a\u4fa1\u76ee\u6a19\uff1a $676<\/p>\n

\u73fe\u5728\u30e9\u30a4\u30d6\uff1aTIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u3092\u4f7f\u3063\u3066\u3001\u3042\u306a\u305f\u306e\u597d\u304d\u306a\u9298\u67c4\u304c\u3069\u308c\u3060\u3051\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\uff08\u7121\u6599\u3067\u3059\uff09\u3002<\/a>>>><\/a><\/p>\n

\u4f55\u304c\u8d77\u304d\u305f\u306e\u304b\uff1f<\/p>\n

\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001Ulta Beauty<\/a>(ULTA<\/a>)\u306e\u682a\u4fa1\u3092\u30db\u30fc\u30eb\u30c9\u304b\u3089\u30d0\u30a4\u306b\u683c\u4e0a\u3052<\/a>\u3057\u3001\u76ee\u6a19\u682a\u4fa1\u3092<\/a>635\u30c9\u30eb\u304b\u3089700\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u305f<\/a>\u3002\u3053\u306e\u65b0\u3057\u3044\u30bf\u30fc\u30b2\u30c3\u30c8\u306f\u3001\u73fe\u5728\u306e\u6c34\u6e96\u304b\u3089\u7d0426.5\uff05\u306e\u4e0a\u6607\u3092\u610f\u5473\u3059\u308b\u3002<\/p>\n

\u305d\u306e\u7406\u7531\u306f\u3001\u300c\u5316\u7ca7\u304c\u5fa9\u6d3b\u3057\u305f\u300d\u3068\u3044\u30461\u3064\u306e\u91cd\u8981\u306a\u5909\u5316\u306b\u3042\u308b\u3002 <\/p>\n

\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u30c1\u30fc\u30af\u3084\u30b3\u30f3\u30b7\u30fc\u30e9\u30fc\u306e\u3088\u3046\u306a\u88fd\u54c1\u306b\u5bfe\u3059\u308b\u6d88\u8cbb\u8005\u306e\u95a2\u5fc3\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u6307\u6458\u3057\u3001\u30b0\u30fc\u30b0\u30eb\u30fb\u30c8\u30ec\u30f3\u30c9\u306e\u30c7\u30fc\u30bf\u304c\u691c\u7d22\u6570\u306e\u660e\u3089\u304b\u306a\u6025\u5897\u3092\u793a\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u88cf\u4ed8\u3051\u305f\u3002 <\/p>\n

\u30e1\u30a4\u30af\u30a2\u30c3\u30d7\u306fUlta\u306e\u58f2\u4e0a\u306e\u7d0438\uff05\u3092\u5360\u3081\u3066\u3044\u308b\u305f\u3081\u3001\u3053\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u304c\u76db\u308a\u4e0a\u304c\u308c\u3070\u3001Ulta\u306f\u4ed6\u306e\u3069\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u3088\u308a\u3082\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n

\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b7\u30c9\u30cb\u30fc\u30fb\u30ef\u30b0\u30ca\u30fc\u6c0f\u306f\u3001\u300c\u30d3\u30e5\u30fc\u30c6\u30a3\u30fc\u306e\u80cc\u666f\u304c\u5e83\u304c\u308a\u3001\u30e1\u30a4\u30af\u30a2\u30c3\u30d7\u3078\u306e\u53d6\u308a\u7d44\u307f\u304c\u518d\u958b\u3055\u308c\u308b\u4e2d\u3067\u3001\u53ce\u76ca\u306e\u8010\u4e45\u6027\u304c\u5411\u4e0a\u3057\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u308b\u3002 <\/p>\n

\u5206\u304b\u308a\u3084\u3059\u304f\u8a00\u3048\u3070\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u73fe\u5728\u3001\u3053\u306e\u6210\u9577\u306f\u672c\u7269\u3067\u3042\u308a\u3001\u5e02\u5834\u304c\u73fe\u5728\u30a2\u30eb\u30bf\u3092\u8a55\u4fa1\u3057\u3066\u3044\u308b\u3088\u308a\u3082\u6301\u7d9a\u53ef\u80fd\u3067\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u3002<\/p>\n

Ulta Beauty\u306e\u682a\u4fa1\u306f\u3001\u30de\u30fc\u30c1\u30e3\u30f3\u30c0\u30a4\u30b8\u30f3\u30b0\u306e\u6539\u5584\u306b\u3088\u3063\u3066\u3082\u4e0a\u6607\u3057\u305f\u3002 <\/p>\n

\u4ee5\u524d\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u30a2\u30eb\u30bf\u304c\u65e2\u306b\u30a2\u30de\u30be\u30f3\u3084\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u5c0f\u58f2\u5e97\u3067\u8cfc\u5165\u53ef\u80fd\u306a\u30d6\u30e9\u30f3\u30c9\u306b\u50be\u304d\u3059\u304e\u3066\u3044\u308b\u3053\u3068\u3092\u61f8\u5ff5\u3057\u3066\u3044\u305f\u3002\u305d\u308c\u304c\u5909\u308f\u308a\u3064\u3064\u3042\u308b\u3002 <\/p>\n

\u7d4c\u55b6\u9663\u306f\u3001\u3088\u308a\u65b0\u3057\u3044\u3001\u30c8\u30ec\u30f3\u30c9\u4e3b\u5c0e\u306e\u30d6\u30e9\u30f3\u30c9\u3092\u52a0\u3048\u3001\u3088\u308a\u5dee\u5225\u5316\u3055\u308c\u305f\u54c1\u63c3\u3048\u306b\u5411\u304b\u3063\u3066\u3044\u308b\u3002 <\/p>\n

2026\u5e74\u5ea6\u521d\u3081\u306e\u30ec\u30a2\u30fb\u30d3\u30e5\u30fc\u30c6\u30a3\u30fc\u306e\u7acb\u3061\u4e0a\u3052\u306f\u305d\u306e\u4e00\u4f8b\u3067\u3042\u308a\u3001\u30b1\u30b7\u30a2\u30fb\u30b9\u30c6\u30a3\u30fc\u30eb\u30de\u30f3CEO\u306f\u7b2c4\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u30012025\u5e74\u3060\u3051\u3067100\u4ee5\u4e0a\u306e\u65b0\u30d6\u30e9\u30f3\u30c9\u3092\u8ffd\u52a0\u3057\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u3002<\/p>\n

\"\"ULTA\u682a\u306e\u53ce\u76ca\u3001EBIT\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u4e88\u60f3\uff08\u5358\u4f4d\uff1a10\u5104\u7c73\u30c9\u30eb\uff09 (TIKR<\/a>)<\/p>\n

\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u307e\u305f\u3001Ulta Beauty\u682a\u3092\u300c\u30d3\u30e5\u30fc\u30c6\u30a3\u30fc\u306e\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30fb\u30d5\u30a1\u30f3\u30c9\u300d\u3068\u8868\u73fe\u3057\u3001\u5927\u8846\u30c9\u30e9\u30c3\u30b0\u30b9\u30c8\u30a2\u30fb\u30d6\u30e9\u30f3\u30c9\u304b\u3089\u30d7\u30ec\u30b9\u30c6\u30fc\u30b8\u30fb\u30e9\u30b0\u30b8\u30e5\u30a2\u30ea\u30fc\u307e\u3067\u3059\u3079\u3066\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u308b\u3002 <\/p>\n

\u305d\u306e\u5e45\u306e\u5e83\u3055\u306f\u3001\u771f\u306e\u5f37\u307f\u3060\u3002\u6d88\u8cbb\u8005\u304c\u4e0b\u5024\u3092\u5207\u308a\u4e0b\u3052\u308c\u3070\u3001\u30a2\u30eb\u30bf\u306f\u305d\u308c\u3092\u7dad\u6301\u3059\u308b\u3002\u6d88\u8cbb\u8005\u304c\u8d05\u6ca2\u3092\u3059\u308c\u3070\u3001\u30a2\u30eb\u30bf\u306f\u305d\u308c\u3092\u7dad\u6301\u3059\u308b\u3002<\/p>\n

\u30a2\u30ca\u30ea\u30b9\u30c8\u306b\u3088\u308bUlta Beauty\u682a\u306e\u6210\u9577\u4e88\u6e2c\u3068\u76ee\u6a19\u682a\u4fa1\u3092\u898b\u308b\uff08\u7121\u6599\uff09 >>> \uff08\u82f1\u8a9e\u306e\u307f<\/a><\/p>\n

\u5e02\u5834\u304cUlta Beauty\u682a\u306b\u3064\u3044\u3066\u4f1d\u3048\u3066\u3044\u308b\u3053\u3068<\/p>\n

\u30a2\u30eb\u30bf\u306f\u597d\u8abf\u306a\u7b2c4\u56db\u534a\u671f\u3092\u9054\u6210\u3001 <\/p>\n

\u58f2\u4e0a\u9ad8\u306f5.8\uff05\u5897 <\/p>\n

\u901a\u671fEPS\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u308b25.64\u30c9\u30eb\u3002 <\/p>\n

2026\u5e74\u5ea6\u306b\u3064\u3044\u3066\u306f\u3001\u58f2\u4e0a\u9ad8\u306f6\uff05\u304b\u30897\uff05\u306e\u6210\u9577\u3001EPS\u306f28.05\u30c9\u30eb\u304b\u308928.64\u30c9\u30eb\u3068\u4e88\u60f3\u3002 <\/p>\n

EPS\u306f28.05\uff5e28.55\u30c9\u30eb\u3067\u3001\u6700\u592711\uff05\u306e\u6210\u9577\u3002<\/p>\n

\"\"ULTA\u682a\u4fa1\u8a55\u4fa1\u30e2\u30c7\u30eb(TIKR<\/a>)<\/p>\n

\u7f8e\u5bb9\u30b5\u30a4\u30af\u30eb\u306f\u6b74\u53f2\u7684\u306b5\u5e74\u524d\u5f8c\u3067\u3042\u308b\u3053\u3068\u304b\u3089\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3053\u308c\u3092\u6301\u7d9a\u7684\u4e0a\u6607\u306e\u521d\u671f\u6bb5\u968e\u3068\u898b\u3066\u3044\u308b\u3002 <\/p>\n

Ulta Beauty\u682a\u3092\u508d\u89b3\u3057\u3066\u304d\u305f\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306f\u3001\u305d\u306e\u52e2\u3044\u306b\u5148\u99c6\u3051\u3066\u8cb7\u3046\u7a93\u53e3\u304c\u72ed\u307e\u3063\u3066\u3044\u308b\u53ef\u80fd\u6027\u3092\u793a\u5506\u3057\u3066\u3044\u308b\u3002<\/p>\n

<\/a>\u4f01\u696d\u306e\u30d5\u30a7\u30a2\u30d0\u30ea\u30e5\u30fc\u3092\u5373\u5ea7\u306b\u898b\u7a4d\u3082\u308b\uff08TIKR\u3067\u7121\u6599\uff09 >><\/a><\/p>\n

Ulta Beauty\u682a\u306f\u3053\u3053\u304b\u3089\u3069\u308c\u304f\u3089\u3044\u4e0a\u6607\u3059\u308b\u306e\u304b\uff1f<\/p>\n

TIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u3048\u3070\u30011\u5206\u4ee5\u5185\u306b\u305d\u306e\u9298\u67c4\u306e\u6f5c\u5728\u682a\u4fa1\u3092\u898b\u7a4d\u3082\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u5fc5\u8981\u306a\u306e\u306f3\u3064\u306e\u7c21\u5358\u306a\u5165\u529b\u3060\u3051\u3067\u3059\uff1a<\/p>\n

\u53ce\u76ca\u6210\u9577\u7387<\/p>\n

\u55b6\u696d\u5229\u76ca\u7387<\/p>\n

\u51fa\u53e3PER\u500d\u7387<\/p>\n

\u4f55\u3092\u5165\u529b\u3059\u308c\u3070\u3088\u3044\u304b\u5206\u304b\u3089\u306a\u3044\u5834\u5408\u3001TIKR\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3092\u4f7f\u3063\u3066\u5404\u5165\u529b\u3092\u81ea\u52d5\u7684\u306b\u5165\u529b\u3057\u3001\u8fc5\u901f\u3067\u4fe1\u983c\u3067\u304d\u308b\u51fa\u767a\u70b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n

\u305d\u3053\u304b\u3089\u3001TIKR\u306f\u30d6\u30eb\u3001\u30d9\u30fc\u30b9\u3001\u30d9\u30a2 \u30b7\u30ca\u30ea\u30aa\u306e\u4e0b\u3067\u306e\u6f5c\u5728\u7684\u306a\u682a\u4fa1\u3068\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u8a08\u7b97\u3057\u307e\u3059\u306e\u3067\u3001\u9298\u67c4\u304c\u5272\u5b89\u306b\u898b\u3048\u308b\u304b\u5272\u9ad8\u306b\u898b\u3048\u308b\u304b\u3092\u7d20\u65e9\u304f\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

60\u79d2\u4ee5\u5185\u306b\u9298\u67c4\u306e\u771f\u306e\u4fa1\u5024\u3092\u898b\u308b\uff08TIKR\u3092\u4f7f\u3048\u3070\u7121\u6599\uff09 >><\/a><\/p>\n

\u65b0\u3057\u3044\u30c1\u30e3\u30f3\u30b9\u3092\u304a\u63a2\u3057\u3067\u3059\u304b\uff1f<\/p>\n

\u514d\u8cac\u4e8b\u9805<\/p>\n

TIKR\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u8a18\u4e8b\u306f\u3001TIKR\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u30c1\u30fc\u30e0\u306b\u3088\u308b\u6295\u8cc7\u3084\u8ca1\u52d9\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u307e\u305f\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3053\u3068\u306b\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002\u5f0a\u793e\u306f\u3001TIKR\u30bf\u30fc\u30df\u30ca\u30eb\u306e\u6295\u8cc7\u30c7\u30fc\u30bf\u304a\u3088\u3073\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u6e2c\u306b\u57fa\u3065\u3044\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u4f5c\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u5f0a\u793e\u306e\u5206\u6790\u306b\u306f\u3001\u6700\u8fd1\u306e\u4f01\u696d\u30cb\u30e5\u30fc\u30b9\u3084\u91cd\u8981\u306a\u6700\u65b0\u60c5\u5831\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002TIKR\u306f\u3044\u304b\u306a\u308b\u9298\u67c4\u306b\u3082\u6295\u8cc7\u3057\u3066\u304a\u308a\u307e\u305b\u3093\u3002\u304a\u8aad\u307f\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\uff01<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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