Ulta Beauty shares gained more than 10% in the quarter after the company reported results ahead of market expectations. We added EMCOR Group, Inc. to the portfolio during the quarter. We also added Vertiv Holdings Co. We sold Air Lease, a leading aircraft leasing company that specializes in providing a wide range of commercial aircraft to airlines worldwide, helping it expand its fleets and mee...
Ulta, which developed its wellness concept back in 2021 with a curated assortment of wellness products, is evolving into a dedicated in-store experience with the launch of “Wellness by Ulta.” The concept will take the form of a dedicated shop-in-shop section and is being rolled out in four locations this week: Columbus, Ohio; Short Pump, Virginia; and Peabody, Massachusetts.
BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty, the largest specialty beauty retailer in the United States, is set to make its debut in the United Arab Emirates with the opening of its store in Mall of the Emirates on January 29, 2026 in partnership with Alshaya Group, one of the world's leading international retail franchise operators. Marking a major milestone in Ulta Beauty's global expansi...
Men's makeup is emerging as one of beauty's most lucrative growth areas, fueled by Gen Z men, social media and shifting attitudes toward masculinity. Global men's grooming sales are expected to climb over $85 billion by 2032, according to Fortune Business Insights, as skin-care routines are pulling more men into cosmetics through repeat purchases.
2025 was a rocky year for the retail sector. Retailers had to play a game of dodgeball against the tariff schedule while dealing with high rates, lingering inflation, and floundering consumer sentiment.
As of quarter end, Invesco Global Opportunities Fund was well-balanced across 180 small- and mid-cap stocks from around the world, with approximately 60% of the fund invested in the US and 37% across non-US. The largest sector overweights compared to the benchmark were industrials at +6.4% and financials at -5.3%. During the quarter, we added and removed several stocks to reflect our desired po...
Ulta Beauty is well positioned for continued upside amid a likely 2026 market rotation favoring lagging retail sectors. ULTA has accelerated comp sales growth, raised FY25 guidance, and delivered robust Q3 results with 13% y/y revenue growth and 6.4% comp sales. Key drivers include strength in fragrances, successful new product launches, heavy marketing investment, and the launch of UB Marketpl...
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