Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Ulta Beauty: Color on Quarter (273.77)<ul><li>TAG ntoes that against a growing addressable market, ULTA continues to add new brands, enhance and optimize its marketing strategies, grow its already large loyalty program, and expand its store base, helping drive traffic, ticket, and double-digit comp growth. They believe ULTA can maintain its secular growth trends, as it is benefiting from growing share in a growing category. They continue to recommend ULTA, as they believe 20%-plus earnings growth potential remains over the next several years as the company opens stores in new markets, derives leverage from its infrastructure investments, and benefits from a secular shift towards prestige beauty products</li><li>Wolfe Research notes gross margin missed consensus and contracted by 10bps YoY. Gross margin came in at 34.5%, 50 bps below the Street largely due to a higher mix of e-commerce sales. E-commerce sales grew 63.4% YoY to $154.9 million vs. previously outlined guidance of +40% YoY resulting in higher DTC related expenses at the margin. 1Q17 EPS guidance is expected to be in a range of $1.75 to $1.80 (Cons. of $1.81) and FY17 EPS guidance is expected to be up in the low-twenties. Per usual, they believe mgmt's guidance is conservative. ULTA shares trade off ~5% on gross margin miss and light guidance.</li><li>Buckingham Research: ULTA story remains intact as strength continues in FY17; reiterate Buy.</li><li><strong>ULTA -3.2% premarket.</strong></li></ul></td> </tr></table>"