ULTA - Ulta Beauty Inc. (ULTA) Management presents at Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference (Transcript)
2024-06-12 18:37:08 ET
Ulta Beauty, Inc. (ULTA)
Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference
June 12, 2024, 11:15 AM ET
Company Participants
Kecia Steelman - COO
Paula Oyibo - CFO
Conference Call Participants
Rupesh Parikh - Oppenheimer
Presentation
Rupesh Parikh
Good morning, everyone. Thank you for attending Oppenheimer's 24th Annual Consumer Conference. My name is Rupesh Parikh, and I'm the Senior Food, Grocery and Consumer Products Analyst here at Oppenheimer. I'm excited to introduce our next presented company, Ulta Beauty. We're excited to have joining us today, COO, Kecia Steelman, and for the first time, CFO, Paula Oyibo. So we're very excited to have the Ulta management team again at the conference. Although the past quarter was a bit more challenging in a more difficult competitive backdrop, we continue to look favorably upon the company's longer-term prospects. Over the years, management has navigated various macro obstacles to drive strong earnings growth and industry-leading shareholder returns in the US retail space. The format of today's session will be a fireside chat going through a number of flection I've prepared. So let's get started.
Question-and-Answer Session
Q - Rupesh Parikh
So, Kecia and Paula, thank you so much for being here today. We're going to kick it off with a few macro and consumer questions. So maybe to begin, I would like to hear your overall thoughts on the health and the beauty consumer right now....
Ulta Beauty, Inc. (ULTA) Management presents at Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference (Transcript)