Ulta Beauty is a specialist cosmetics retailer that has attracted the eye of Berkshire Hathaway. If the Oracle of Omaha likes it, does that mean that we should as well? It may not be that simple, with a tough competitive environment that is putting Ulta's margins under significant pressure. Does the current valuation reflect that?
Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam to the market scene. Moe has his sights set on Ulta Beauty, the US-based beauty specialist retailer while Ghost chose to delve into the South African beauty scene, focusing on Dis-Chem, the pharmacy group that is more than just a pharmacy: it's a beauty and healthcare haven. This is an exciting sector...join us!
Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon and Ulta Beauty. Lululemon, the pioneer of athleisure, is known for its premium yoga pants and impressive growth. Ulta Beauty, often compared to South Africa's Clicks, offers a range of health and beauty products. It all looks good on paper – but will these companies keep riding the wave, or end up splashing in the shallows? Join us on the podcast! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.
There's a big difference between a great company and a great investment. Ulta Beauty plays in the most lucrative retail categories of all, yet the share price seems to be ignoring management's warnings of normalising margins. Where does this leave the risk-reward setup?
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