ULTA stock is down a bit from its peak but the business has actually been compounding considerably for the last 15 years. I offer you 3 factors to think about when contemplating investing in ULTA stock. 1) there is competitors, Sephora, 2) global expansion is always a risk and 3) we always have to consider the level of discretionary spending. All in all, investment returns will depend on the management's execution and financial activity.
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Good day Mr. Sven! Thanks for another thorough analysis 🙌
Thanks Sven for your content. Could you cover some Hongkong property stocks Like Swire Group or Jardine? Would ne interesting 🙂
Hi Sven, can you make a video for books to buy please.
Great Video Sven, still waiting for Mc Donalds:) would say Great Business at a fair Price. Looking for the next Videos. BR
What about Lanxess from a value perspective?
Something else to keep in mind is that beauty products are HUGE right now, but that this was not always the case. In the 90s, there was a kind of anti-glamor reaction, because of how crazy the 80s were. Who knows, maybe in a decade or two there is a lot less interest in beauty products as a reaction to how crazy it is now. Culture often behaves in waves like that.
good point!
Also With lower birth rates less young women as customers
@@johnl.7754Lol with the way the world is now Vs the 80s and 90s, soon women won’t be the only gender that shops here 😅
Yes this is true, I know plenty of men (myself included) shop at Ulta.
Great video, Sven, thanks! Have you ever looked at the difference at specialisation vs global value search? There are a couple value investors in norway i follow closely who have done 40% cagr the last decade, mostly specialising in 3 industries in Scandinavia. Would love to hear your thought
interesting, thanks for sharing!
Thanks Sven, I would love to see a review of LULU. Cheers!
I think my wife bought something recently, thus the stock will boom!!!
@@Value-Investing😂
I also did my own analysis on ULTA and completely agree with what you said. I started a small position, hoping it goes down further to add at better prices.
thanks for sharing!
Hey Sven, could you do PAYC?
After talking to some lady friends, I learned that most had purchased a lot of makeup during the covid times. Now with inflation they have cut back on spending on makeup and have enough to last many, many months. Hard times ahead for this industry.
Nice analysis
Can you please make a video on luxury companies like LVMH and Kering? Hermes doesn’t look that attractive to me now
Thank you Sven. I would like to suggest looking at ABEV stock.
what is going on there? will check!
In 1996, Starbucks started expanding internationally and a share was $2. Their stock price has increased over 4500% at present $. Don’t know that Ulta will see the same results but that would be quite tasty!
Great analysis Sven. I’ve analyzed ULTA with my students and it’s definitely an interesting business. We will see how it goes!
Sven what’s your opinion that ULTA is all over YouTube overpromoted and now also in the investing channels like yours (because of the comments). Reminds me Tesla, Bitcoin etc shilling case
Thanks for the walk through of the company! What do you think about NRDE? Nu ride is a special situation, it is what is left after the fraud and crash of lordstown. Essentially it looks like the exit company carry more cash than the market cap. Since it basically is a spac the bet is on the current management and what they will do with that cash. Is it a cigar butt that young Buffet would taken the last puff on?
Hey sven, i think some important things that should be noted for $ULTA:
1. Big safety is brand loyalty (95% customers are loyalty members)
2. Almost always growth on revenue (except for pandemic)
3. Related to point 1, most girls have high brand loyalty and adore the points system to buy their products from ULTA
4. The makeup industry requires that you ‘renew’ your makeup every 2-3 years, so people in pandemic may be set to renew their products.
5. US market is probably maturing but in Canada (they wanted to expand in 2020), there is no competitor to sephora here – so the next closest vendor is Shoppers Drug Mart but even this is not a substitute for ULTA’s potential market position.
I think it’s a good investment at 15PE and has good ROIC & ROE; and have 20 shares currently.
Thanks Sven. Great video. What do you think about Sixt preference stock? The stock is falling sharply recently