ULTA SALON COSMETCS & FRAG ULTA S

November 30, 2012 - 9:30am EST by

member

						2012	2013
Price:		98.00		EPS		$2.64	$3.35
Shares Out. (in M):		65		P/E		37.0x	29.3x
Market Cap (in $M):		6,435		P/FCF		nm	nm
Net Debt (in $M):		-191		EBIT		368	467
TEV (in $M):		6,245		TEV/EBIT		17.0x	13.5x
Borrow Cost:		NA

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17	member 5/26/16 8:04PM Re: Re: Another year and a bit later 16
You still short? view available tags
16	member 4/09/15 4:34PM Re: Another year and a bit later 15
30x??? Go look at LULU and KORS over the last 18 months. For high-growth retailers, it's always great, until it's not. I'm back in. view available tags
10	member 3/15/13 11:41AM stay short
it seems like the "street" is finally waking up to the story that '10-'11 comp increases were never sustainable. the company changing their comp calculation, inventory bloat, soft guidance, and unexplained mgmt turnover makes for view available tags
9	member 2/14/13 10:49AM RE: Lost CEO but +8% same store sales? 8
this is the strangest 30x eps stock i know. the cfo resigned after just a month on the job. then, before a permanent replacement is even found, the ceo resigns to go run PE-backed michael's... login to read the rest view available tags
8	member 2/14/13 10:13AM Lost CEO but +8% same store sales?
Any ideas on how this goes? view available tags
7	member 12/13/12 12:28PM catalysts 6
i find that sometimes shorts are incredibly attractive simply because they do not have any easily identifiable catalysts, and are thus not "efficiently" priced as many potential short-sellers stay on the sidelines... it seems like... login to read the rest view available tags
5	member 12/06/12 1:08PM RE: RE: Competition 4
I did some work on ULTA as a potential short. partially based on the red flags (CFO resigning, tons of insider selling, plus SBH had missed numbers). I thought about their store count. In the... login to read the rest view available tags
4	member 12/03/12 3:20PM RE: Competition 3
i just base that on my observations, as well as the launch of beautybar.com, an amazon subsidiary yes, they want to see the products initially, but they tend to re-order the same products as well, so... login to read the rest view available tags
2	member 11/30/12 11:42AM RE: Company/CFO 1
i would just say that if sales/store are flat to down in a quarter that inventory is up "low double digits", that there is a problem somewhere. as for the CFO, i have no idea... login to read the rest view available tags

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