02/08/23 02:31 PM EST

Replay | ULTA, KSS | Data Deep Dive on ULTAs Existential Threat

Brian McGough

@hedgeyeretail

Jeremy McLean

@HedgeyeRetailJM

Arianna Petillo

@HedgeyeRetailAP

Takeaway: Deep dive on traffic trends for Sephora vs Non-Sephora ULTA stores. Stress testing our bearish ULTA call in the face of the stock ripping.

Video Replay Link CLICK HERE

Replay | ULTA, KSS | Data Deep Dive on ULTAs Existential Threat

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