--- title: "Ulta Beauty: Competitors" description: "Ulta Beauty compared with companies that share its SEC industry classification: revenue, growth and margins from SEC filings, and how the peer group is chosen." canonical: https://www.getswoopr.com/stocks/companies/ulta-beauty/competitors/ source: "Swoopr Investment: https://www.getswoopr.com" --- # Ulta Beauty: Competitors & Industry Structure ## Direct Answer SEC EDGAR classifies Ulta Beauty under SIC code 5990 (Retail-Retail Stores, NEC). Among Swoopr's S&P 500 Equal Weight companies, 8 others share that classification; by latest reported revenue, Ulta Beauty ranks 1 of 9. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes. ## How Does Ulta Beauty Compare With Its Peers? | Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin | | --- | --- | --- | --- | --- | | **Ulta Beauty (ULTA)** | $12.4 billion FY2026 | 9.7% | 12.4% | 9.3% | | [Bath & Body Works Inc. (BBWI)](https://www.getswoopr.com/stocks/companies/bath-and-body-works-inc/) | $7.3 billion FY2026 | -0.2% | 15.4% | 8.9% | | [Petco Health and Wellness Company Inc. (WOOF)](https://www.getswoopr.com/stocks/companies/petco-health-and-wellness-company-inc/) | $6.0 billion FY2026 | -2.5% | 2.0% | 0.2% | | [Titan Machinery Inc. (TITN)](https://www.getswoopr.com/stocks/companies/titan-machinery-inc/) | $2.4 billion FY2026 | -10.2% | -0.3% | -2.2% | | [1-800-FLOWERS.COM Inc. (FLWS)](https://www.getswoopr.com/stocks/companies/1-800-flowers-com-inc/) | $1.5 billion FY2026 | -10.8% | -8.5% | -9.0% | | [Leslie's Inc. (LESL)](https://www.getswoopr.com/stocks/companies/leslies-inc/) | $1.2 billion FY2025 | -6.6% | -13.7% | -19.1% | | [BARK Inc. (BARK)](https://www.getswoopr.com/stocks/companies/bark-inc/) | $395 million FY2026 | -18.5% | -10.2% | -9.9% | | [Rent the Runway Inc. (RENT)](https://www.getswoopr.com/stocks/companies/rent-the-runway-inc/) | $330 million FY2026 | 7.7% | -17.4% | 6.9% | | [Inno Holdings Inc. (INHD)](https://www.getswoopr.com/stocks/companies/inno-holdings-inc/) | $3 million FY2025 | 221.4% | -153.3% | -248.7% | Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care. ![Bar chart of operating margin for Ulta Beauty and 7 peers: Ulta Beauty (ULTA) 12.4%, Bath & Body Works Inc. (BBWI) 15.4%, Petco Health and Wellness Company Inc. (WOOF) 2.0%, Titan Machinery Inc. (TITN) -0.3%, 1-800-FLOWERS.COM Inc. (FLWS) -8.5%, Leslie's Inc. (LESL) -13.7%, BARK Inc. (BARK) -10.2%, Rent the Runway Inc. (RENT) -17.4%.](https://www.getswoopr.com/images/charts/ulta-beauty-competitors-peer-margins.webp) *Operating margin of Ulta Beauty against companies sharing its SEC industry classification, from the table above. Select the chart to open it full size.* ## How Does Ulta Beauty Rank Among All SEC Filers in Its Industry Code? 9 companies with annual reports in Swoopr's SEC dataset share SIC code 5990 (Retail-Retail Stores, NEC), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars. | Measure | Ulta Beauty | Median of filers | Rank | | --- | --- | --- | --- | | Revenue | $12.4 billion | $1.5 billion | 1 of 9 | | Revenue growth | 9.7% | -2.5% | 2 of 9 | | Operating margin | 12.4% | -8.5% | 2 of 9 | | Net margin | 9.3% | -2.2% | 1 of 9 | A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality. ## Where These Numbers Come From Every figure on this page is a value Ulta Beauty reported in its own SEC filings, read from the SEC's XBRL data (accession 0001104659-26-035243 for fiscal year 2026). Ratios are computed from those reported values. Figures were retrieved on October 7, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary. Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation. ## Frequently Asked Questions ### Who are Ulta Beauty's competitors? Companies sharing Ulta Beauty's SEC classification (SIC code 5990 (Retail-Retail Stores, NEC)) include Bath & Body Works Inc. (BBWI), Petco Health and Wellness Company Inc. (WOOF), Titan Machinery Inc. (TITN), 1-800-FLOWERS.COM Inc. (FLWS), Leslie's Inc. (LESL). Its 10-K names the competitors it considers most relevant. ### How does Ulta Beauty compare with its peers on margins? Ulta Beauty's fiscal 2026 operating margin was 12.4%, against a peer median of -9.3%. ### How are these peers chosen? By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict. ### How does Ulta Beauty rank among all companies in its SEC industry? Among 9 SEC filers under SIC code 5990, Ulta Beauty ranks 1 by latest revenue, and 2 of 9 by operating margin (12.4% against a median of -8.5%). ## References - [SEC EDGAR: Ulta Beauty, Inc. Form 10-K filed March 26, 2026](https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm) - [SEC EDGAR: Ulta Beauty, Inc. annual and quarterly filings](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1403568&type=10-K) - [SEC: EDGAR application programming interfaces (XBRL frames and submissions data)](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) ## Related Pages - [Ulta Beauty company dossier](https://www.getswoopr.com/stocks/companies/ulta-beauty/) - [Ulta Beauty financial metrics](https://www.getswoopr.com/stocks/companies/ulta-beauty/metrics/) - [Ulta Beauty financial risk indicators](https://www.getswoopr.com/stocks/companies/ulta-beauty/risks/) - [Ulta Beauty peer comparison](https://www.getswoopr.com/stocks/companies/ulta-beauty/competitors/) - [Ulta Beauty business model and revenue mix](https://www.getswoopr.com/stocks/companies/ulta-beauty/business-model/) - [Fundamental analysis guides](https://www.getswoopr.com/learn/fundamental-analysis/) **[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)** Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).