Ulta Beauty stock falls after Target partnership set to end in 2026

Published 14/08/2025, 14:10
© Reuters.

Investing.com -- Ulta Beauty (NASDAQ:ULTA) stock fell 2% Thursday morning after the company announced it would not renew its shop-in-shop partnership with Target (NYSE:TGT) when their current agreement expires in August 2026.

The beauty retailer and Target said they "mutually agreed" to conclude the partnership, which began in 2021. Until the expiration date, the Ulta Beauty at Target experience will continue to operate in Target stores and on Target.com.

Customers who have linked their Ulta Beauty Rewards and Target Circle accounts will continue to earn rewards on eligible purchases at Ulta Beauty at Target locations through the end of the partnership.

"For 35 years, Ulta Beauty has revolutionized how people experience beauty – bringing together an unmatched assortment from mass to luxury – and our partnership with Target was one of many unique ways we have brought the power of beauty to guests nationwide," said Amiee Bayer-Thomas, chief retail officer at Ulta Beauty.

The company said it remains focused on executing its "Ulta Beauty Unleashed" plans and will launch the Ulta Beauty Marketplace later this year, described as a curated online destination designed to engage new brands and audiences.

Target’s executive vice president and chief commercial officer Rick Gomez noted that the retailer will "continue to curate a differentiated beauty assortment" featuring essentials and new products after the partnership ends.

Both companies stated they are committed to maintaining product availability and a seamless shopping experience through the conclusion of the partnership in 2026.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.