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69,000$>92,000$ They Didn't Believe In Us Part 5 / ULTA PAID, TOOOO 100K
47,000$>>69,000$ / They Didn't Believe In Us Part 4/ Next Play ULTA
$TMGI Significant price drop for all Whim products! Our high-end, high quality products priced more in-line with $ULTA. Get Ready! Stay Tuned! PRESS PENDING
TMGI ~ Celebrity endorsements lining up for Insanitea launch, $ULTA branding deal with
$TMGI~ Celebrity endorsements lining up for Insanitea launch, $ULTA branding deal with
$TMGI Shareholder letter coming early next week with exciting updates
TMGI~ -- Whim trademark negotiations with $ULTA Beauty have continued with an agreement in principal reached and expected to close
-- Whim trademark negotiations with ULTA Beauty have continued with an agreement in principal reached and expected to close soon.
$TMGI BreakingNews : The Marquie Group Donates Whim Products to Military Troops
The Marquie Group Donates Whim Products to Military Troops
$TMGI Co-branding agreement expected from $ULTA shortly. Stay tuned!
$TMGI Co-branding agreement expected from $ULTA shortly. Stay tuned!
$TMGI Co-branding agreement expected from $ULTA shortly. Stay tuned!
$TMGI Co-branding agreement expected from $ULTA shortly
TMGI LOW FLOAT ~ announcement pending $UTLA partnership
$TMGI Co-branding agreement expected from $ULTA shortly
$TMGI Co-branding agreement expected from $ULTA shortly
$TMGI We've been inundated with requests for company updates. $UTLA
$TMGI~ $ULTA deal closed . Expecting announcement.
$TMGI~ As $TMGI works through finalizing the Whim branding deal with $ULTA
$TMGI works through finalizing the Whim branding deal with $ULTA
As $TMGI works through finalizing the Whim branding deal with $ULTA
TMGI ~ Exciting developments ahead so Stay Tuned! #WHIM
This is why a recession won't happen. Calls on LULU SBUX and ULTA
Nike Reporting Q3 Today - This is why I'm getting puts.
Ulta Beauty blows away earnings estimates (NASDAQ:ULTA)
ULTA Stock Drops Late, Despite Big Beat; Revenue Tops $10 Billion
What is ULTA so fking bulletproof? Trade war, Covid, Ukraine war, inflation and recession proof?
Can someone explain ULTA? This is some crazy recession proof shit.
IS Regis Corp (RGS) a Screaming BUY?----The Recession Proof Stunner of 2023!
I want to add $EL to my portfolio, this is my analysis. Please comment and help me decide if I should invest!
Luxury retailers rise after strong report from LVMH! Luxury stocks in vogue!?
In this market growth stocks are dead, cash flow is king. Here are a few names I may sell puts on
Me, staring at ULTA thinking about selling 5 naked calls after losing $4000 a week ago on the same position.
CrowdStrike's earnings are tonight, this is why I'm getting 9/2 calls on it
Anyone trading ULTA earnings with 1dte yolo lotto putas?
ULTA will be the easiest Earning Play all season, watch
What stocks do you think will beat earnings this week (Aug 22)?
Feeling nostalgic about pre GME squeeze WSB
u/hoopmbb6279 asked me to post my positions and prove that my account is up about 50% in the last few weeks from $26k to $40k
LULU: To F*ck w/ BECKY? The Play of Next Week, or an Unpredictable Dumpster Fire?
Weeks Economic Calendar - Holy Shit LookOut!
Evaluating maximum realistically possible daily move of a stock.
Is Cramer trying to tell us something about this weeks earnings?
(12/3) Friday's Pre-Market Stock Movers & News
CWH Stock-Campers World Holdings could be on the rise for years to come.
Newbie here but I wanted to incite a discussion cause I have no idea how this works. So my girlfriend gave me a pretty solid sounding recommendation for stocks to look into - beauty industries like e.l.f. or ULTA. Because people are going out more and are conscious of their look again. Thoughts?
State of the Market + ULTA Overnight Trading Strategy
Mentions
LULU and ULTA both look good. What's happening to the price?
CMG would be a buy for me except what is the upside to bring it back toward ath? Some social media movement praising instead bashing? Forget that shit, people just love to hate bandwagon but barely ever give a shit when things are good. CMG "goes back" to serving full size and what? Twitter blows up with praise? Idk, seems like a slow fade either up or down at this point And I always look at ULTA, I ask my sister in law how much makeup shes been buying lately, etc. I save the Becky stuff for the holidays personally. Around thanksgiving im making xmas trend buys usually and Ulta is always a possibility
I’m thinking the same, in terms of percentage drop-wise CMG, CRWD and WING have dropped a lot and look like hood buys. Also ik this is r/value investing but, ULTA looks super undervalued
Big tech aside, looking at LULU, CELH, ULTA
I finally bought some ULTA shares on the dip. I know it's struggling right now, but enough to be knocked all the way to 2-year lows? What an overreaction. I'm actually up today on that trade! Might scalp it before earnings since summers are slow and it might not improve until Fall. I'm still amazed at how far it dropped.
Both LULU and ULTA are in my target but deciding to waiting until see same-store sales figures.
Kinda liking some ULTA calls here in case we bounce
Anyone invested in ULTA or thinking about investing in ULTA should take a quick peek at LVMH earnings. You can start at page 18 of [the presentation](https://www.lvmh.com/en/financial-calendar/2024-first-half-results) (selective retailing, which includes Sephora): * Organic revenue up 8%, profits up 7% * New records for revenue and profit * Significant market share gains, particularly in the United States, Canada, France, Italy, the Middle East and Latin America
Got 300 shares and holding for earnings. Bought more on the dip last week, might sell off some ULTA I have to buy even more if it dips below 19 again (although I really think Ulta will rebound and I don't want to sell)
Also, FYI u/scroto_gaggins , I want to be clear that I'm not bullish on ULTA *right now*. I think they will go higher in early to mid-winter. Please be mindful of that if you're considering options or if you need the money ASAP. The stock probably won't move much right now. It would not shock me if they missed earnings in late August - this is a bad season for them, they're forecasting lower sales than Q2 of last year, and I'm getting all sorts of sale notifications. I think they've got serious potential between December and February - options call premiums reflect that. Good luck!
The Mexico expansion is done through Grupo Axo. ULTA lowered their guidance for this year because of the expansion and that it will be finished by the end of the year. Axo will run the ULTA stores in Mexiko. Very little is known about the deal and who benefits how, but it sounds like a franchise deal to me. ULTA recently partnered up with DoorDash. That's because some products might only be in stock in a specific store. You can't buy products in their shop if they don't have stock in their shipping / warehouse facility. The biggest risk factors are competition, missing moat and missing growth. Sephora is just starting to open US stores and they're often reachable within 5 minutes of the next ULTA store. Amazon could also crush them if they wanted to. ULTA is almost finished with their US expansion. The best scenario I see is either they become really successful in Mexico and can keep the growth story going or they become a cannibal stock like MUSA.
So I'm holding KHC that's up a lot this week (kicking myself for not having more) and bought VTI, HIMS, and ULTA all at discounts today. Debated qqq calls at close but wussed out. Wish I bought some 560c for next week but oh well.
Apparently TradingViews volume indicator lags. I sold my ULTA calls believing it pumped 17 bucks on a third of its normal volume, 350k..now it's saying 750k. Sonofabitch
I know LULU also has strong brand loyalty and room to grow internationally. I just mentioned it because I saw both LULU and ULTA dipped after earnings and added them to my watchlist. But good points on ULTA, I do like their stores.
Making bank on ULTA right now. Alarmed we are only at 360k volume though
ULTA is up 14 bucks, but only roughly half the volume it normally sees.. Should I get out?
Look at AMGN, GS, ULTA, FDX, FSLR, WSM today...that's a broad market preventing any downward drill
Good question. I don't know much about LULU - never shopped there, so I can't give much insight. Other than reading analysts' reports and talking to LULU customers, another way to see how they're doing is to sign up for their mailing list or look at Lululemon products on the secondary market. Ebay shows 600,000+ results for Lululemon; who knows how many are knock-offs or just junk? Also, lots of cheap knock-offs on Amazon. It's hard to say. What I can say about LULU is that they have a ton of money and low debt; they have a war chest. The people who can afford to shop there like the quality of their products. Tough call. As for ULTA, it's slow right now not just because of inflation, but because it's summer. Summer is really slow for most of retail, but it's going to pick back up. I'm an ULTA rewards member and really should be doing my holiday shopping right now, but I'm saving money. That said, I'm *confident* that ULTA will go higher in fall and winter - that's when people start buying. Just look at its seasonal chart - it's *up up up* starting with back-to-school, then Halloween, Black Friday and the Holidays, and New Year's. Things slow down from late winter through the summer. Consumer cyclical. ULTA does have strong brand loyalty - there was a study done about that by UBS that I can't find. I know FOR SURE that I'm going back - it's my happy place. Tl;DR - Unsure about LULU, talk to someone who knows the industry. Bullish on ULTA.
Kicking myself for not picking up ULTA yesterday after such a steep drop. I think it will go down again before earnings because specialty retail is cyclical and they don't do as well in the summer, but urg. Could have made some money with a quick trade. What's the Buffett quote? Be greedy when others are fearful. Lesson learned.
Calls on: HOOD SLV ULTA XLF XLE Shares of: Dkng COIN CLSK SHOP
ULTA calls paying bigly
Fuck no, I missed it lol. Instead I got throttled on ULTA calls bc some asshole decided to write a short report. Tommorrow. First red day I'm in at close.
I see ULTA is down 4% today, as well but as with elf, see no weird headlines. You’d think, if consumer weakness is the issue driving rate-reduction hopes, these “cheap treat” types would be up not down. But what do I know? 🤷♂️
ULTA daily chart looking very similar to the INTC chart right before it gapped up
Calls I held over the weekend: Amzn 8/16 NVDA 8/16 ULTA 8/16 HOOD 1/2025 SLV. 1/2025 Tommorrows either going to be a port buster, or builder. I have no clue which, but I get why holding over the weekend can be, problematic, now. Lol
ULTA looking bullish AF, esp in n the weekly chart
For a second ULTA dropped 10 bucks in AH, and I almost shit a brick. Turns out it was just one of them rebalmcings
Bought NVDA calls on the dip. Bought ULTA calls, which I believe is going to up 50 bucks next week
ULTA 
Calls on ULTA. That thang is about to blast off. Moving sideways while the RSI is mooning
ULTA keeping me afloat rn
ULTA 
anyone else get fooled into buying Calls on CMG, ULTA, and LULU because they were "free money?"
Idk, I don't have any positions..it's coiling right now. Could be tommorrow, could be in a couple weeks. Assuming my QQQ calls don't get gutted tommorrow, I may cash them and use that to buy calls on ULTA
Not convinced of their moat. There's ton of places to buy coffee now. I like ULTA better as a value play right now.
ULTA on the board? I got a 390c, wen 450?
ULTA
ULTA and MDB. I like the charts . NNE is a new opportunity.I definitely like the idea, but it seems risky. I'm actually not in ATM. I was trying to catch a dip. Hope I'm not missing it.
PLTR, RIVN, ULTA. https://preview.redd.it/dpoxcyfafdbd1.jpeg?width=453&format=pjpg&auto=webp&s=8a03137835e1dc7a91fa71005a0aa201b63626eb
ULTA TO THE MOON. I told y'all to buy last week!!!!
ULTA fucking beauty. Mark my words.
Roast my portfolio! Bought a few stocks last week to swing trade - plan to hold them until earnings, then move on to more bottomed-out companies with potential (don't know whether to get UPS and ULTA now or after their next earnings reports). I'm trying, folks. **401k** - 100% Vanguard Target Retirement **Roth** - 60% - VTI (Vanguard Total Market) 20% - VXUS (Vanguard Ex-US) 10% - SCHD (Schwab High-Dividend) **Individual stocks - 5%** 1% - GIB (CGI) 1% - WDAY (Workday) 1% - ALGN (Align Technologies) 1% - AKAM (Akamai Technologies) 1% - IBM (conflicted about this one) **Dry powder (Money market) - 5%**
SOFI, NIKE, ADBE, AMZN, META, CELH, LULU, ULTA, good growth companies and then also overly beaten down consumer companies that are due for a rebound
pump into ULTA its going to explode by the next quarter
I think ULTA fin to pop
Long $ULTA for a bounce back to $385+ ✅
$ULTA bullish for a bounce back ✅
It shows market participants are getting worse at setting realistic expectations when strong companies like NKE, EL, BF.B, ULTA, SBUX, and LULU are all in significant drawdowns ranging from 35% to 70%. These are historical drops for these companies. Now when you look at expectations implied in the multiples of stocks like COST, LLY, and NVDA, they’re absurd. This is why even though market participants have more information than ever before, I agree with Cliff Asness that market is less efficient. It doesn’t price companies correctly. It extrapolates way too far on the way up and way too far on the way down.
Markets are broken. NKE’s intrinsic value didn’t decrease by 20%. It was the stock’s biggest ever daily drop. Seeing such outsized moves after earnings in large cap companies like SBUX, LULU, and ULTA isn’t healthy at all.
Buying up GRND on any dip. It’s a small enough stock that WSB can manipulate it. I’ve seen it pop bc of here a couple times just in a month or so. I need to get out of regarded ass BMBL which is going nowhere. It’s a garbage app and it deserves to go down. The only people who will pay money to find a hookup are the geys, not Reddit incels who come on here incessantly and blame choosy women these days for their perpetually dry penises. Idk why analysts rate BMBL a buy but I’m getting out and riding GRND all the way to money town. Cashing out of little gains here and there to buy some ULTA and maybe some more LULU. If anything else pops and I take a gain, I’m going to buy more European banks and maybe Canadian ones too. All of this is just for funsies while I wait for Nvidia to 🚀🌙
Long $ULTA back to $395+ ✅
$ULTA June 28 $390 puts 🪦
$ULTA June 28 $390 puts
ULTA moving rn. What’s the catalyst?
I'm putting some cash into different industries right now to hold out the storm and still feel like gains are possible I bought ULTA in an IRA and hold cash elsewhere, I might dump it all into something like that or just hold for now.
Sephora competition - gift for OP [ULTA Stock - Great Businesses Always Climb A Wall Of Worry! (youtube.com)](https://www.youtube.com/watch?v=LSygQdEGILw)
NVDA, ULTA, APPL, and AST. Sorry for late response
None. Beaten up stocks underperform for a reason. Bag holders are waiting in the wings to cut their losses, increasing selling pressure as the stock rises. Many people believe buying “bargains” in the stock market is a good strategy. But we see time and time again, it is the stocks making all-time highs regularly that outperform. I do look for beaten up companies whose stock has the potential to come back someday, but wait for evidence that the sellers are exhausted before getting involved. Some examples that come to mind are LULU and ULTA.
Discretionaries like ULTA, SBUX, and LULU have taken a hit, personally that's where I'm rotating my money into
I was arguing with my friend that make up companies like ULTA is old school because these companies were the "lipstick on a pig" products trying to hide the ugly and fat in women. I said newest "beauty" companies to plop your portfolio into is hot new weight loss drug comapnies NVO (Ozempic) or LLY (Mounjaro).
Some random thoughts: 1) IMO, I don't agree with the approach where something (name, theme, broad market, etc) has gone up a lot in a short period of time and people randomly decide that it's up too much and dump everything. People can gradually dial down into strength and raise cash. 2) The question becomes when/where to redeploy that cash and IMO, there are times where you might have to change up your playbook. I've always been a growth investor, but there's times when there aren't as many opportunities/new ideas in growth and value (or blend names somewhere in between) are more compelling. You don't have to be a value investor or a growth investor - people can have portfolios that have some degree of a foot in each. Be flexible, have the widest possible investable universe - don't limit yourself in terms of style/valuation. Look at other countries. You can follow the crowd with popular names to some degree, but also devote effort to look for high quality, lesser known names. 3) Look for high quality names where the pessimism has gotten excessive and that have good leadership. I don't own it but look at something like ULTA in the $370's as an example. Has bounced off the low $370's a couple of times in recent months and is trading at about the cheapest valuation it's been in the last decade. That's not to say that it can't go lower but 52 wk low from last October in the $360's and even if there are concerns over the consumer/competition (I think the former a bit more concerning than the latter), I think a lot of that is factored in at this point. Is it going to be a home run? Probably not, but could do nicely if the view of the consumer improves even mildly. So, IMO I don't agree with the "sell everything that has done well because it's done so well" mentality but for something like NVDA it would have been a good idea to be gradually selling at least *some* into seemingly endless, "only goes up" strength recently and look elsewhere or just sit in cash for a bit looking for better opportunities. And I do think that there are opportunities today, but I do think that a lot of those opportunities that I'm seeing are in things that aren't exciting stories. Good companies, quality companies but not high growth companies and not things that are AI or any other talked up theme. Better opportunities in more exciting stories will happen when the market has a more meaningful (not just "back to where it was last week") pullback.
That's true you can get LVMH, and they also have a great portfolio outside Sephora, but still can't invest in Sephora directly like one can do ULTA. I personally put it as "unbuyable" because I'm not into the fees on OTC / foreign stocks, but it's good you pointed out one can get in on its success in some ways if someone wanted to.
> Sephora can't be bought It can. I own LVMUY over ULTA partly because they own Sephora. Sephora has been crushing it while ULTA has been struggling.
You may have a point but what does your old man say about ULTA next quarter ?
A fickle product in a fickle retail environment in a fickle economy. Consumer sentiment setting in. It has been the new kid on a block with the old make up companies and all young people think their choice of any product is the best and newest and has the cool factor. Whale fat , cattle renderings and corn oil is the base standard in these products and that has not changed. ULTA needs to start making AI claims to push this hog higher. Many will believe it currently.
How can a stock like ULTA not pay dividends?
One thing about Ulta (in my own experience) is their stores just don't make most people want to go back. I took a very deep look at ELF vs ULTA, as well as luxury and foreign tickers that all kind of get lumped together. If you're not a person who wears makeup, follows all the influencers on youtube, and all the rest you're definitely going to struggle when it comes to picking a winner here. ULTA could turn this around and you're smart to be holding, or they just keep sliding until you give up on it. You're the only one who can decide what you do, but I declined to buy it and only didn't go big on ELF at 160 or so because it was lower down on my plays and I noped out for other options. In my eyes it was a sure fire buy and hold, and ULTA was a hard pass. To answer your question its basically because ULTA is losing low income / price conscious customers to bigger retailers who undercut their prices, and they're losing higher end value customers to Sephora. You can find most UTLA-level product at places like T J Maxx and Kohls for a fraction of the price, and going with people who are shopping at ULTA comparatively - in my personal experience alone - sucks. That helped me say no to ULTA because I'm not a woman, and I don't like makeup. Brands like Urban decay and Fenti are at Sephora too, and ULTA sells a lot of ELF stuff. But what about Rare by Celina Gomez as just one example? L'Oreal or Revlon or whatever else just aren't going to bridge that gap for the majority of makeup consumers. May as well just go to Rite Aid for Physicians Formula bronzer at that point, which again, most people seem to love a lot more than what they sell at ULTA. If none of that made sense you're definitely in over your head on understanding beauty brands as an investment. I'd buy ELF because it has knock off brushes at a fraction of the price of high end studio brand stuff, and whatever the putty primer stuff they sell is beyond nuts. They started selling product next to the charity candy in plastic tubs at places like CVS and are now a massive industry powerhouse. They print money on the average American. Sephora can't be bought, but charges $150 for glitter in colored chalk, honey smear for your face, and the staff loves taking the clueless bf's and husbands down a peg when they go to buy gifts, yet people buy that stuff so fast it sells out like Taylor Swift concerts. They're an aspirational brand to a lot of people, but "I pay more to guarantee I look good" is their moat and ULTA just doesn't have that. Literally every other cosmetic vendor has a leg up on them with the exception of "ULTA has a lot of brands". Have never had a good experience at ULTA, and no one I know who is serious about makeup shops there.
ULTA back in the mid $370's again. Bounced off around this level twice in the last month or so.
the main drop in price was before quarterly reports came out because CEO implied that quarter was gonna be bad, and things would get worse, and the quarter wasn't as bad as the market expected (I know that because the after hours market for ULTA after the quarterly report had the price skyrocket, but for some reason the price stayed the same the next day on the actual market).
Thanks for this. Any new plays for ULTA? I saw it on some of your previous posts and wondering if it's a good play.
NASDAQ: ULTA buying at 380 in May, waiting back to 550
Pfizer is genuinely a stagnant dinosaur and it's perplexing that people on here keep wanting to give it so many chances after how badly it has done for 20 years now. The market clearly doesn't have confidence in Pfizer's ability to use its cash wisely for M and A either. A fair amount of CVS is a melting ice cube (and what isn't is facing issues, plus needs new CEO.) Pepsi and McDonald's will be fine but took too much price over the last few years. Nike faces challenges and maybe a tech CEO wasn't the best choice to replace Mark Parker. Also, I think you are a *little* too much of the belief that these will provide something of a hedge rather than going South as well if the market materially corrects. UNH is capable of a sizable drawdown if the market really tanked - from 2007 to the bottom in 2008 it lost around 60%. I'd rather see some things that aren't household names that have underperformed and actually have somewhat of a growth story if the names turn around - EVVTY, KNSL, etc. Household name that has underperformed that I do think is actually a somewhat more appealing option than CVS would be ULTA.
I been lucky with my picks this year NVO, LLY, ADBE and CRWD. Up double digits on all of them.. Hoping for LULU and ULTA to step it up..
Holding lots of calls on both , ULTA exp 7/5, NVDA exp 9/17