Amazon's Competitive Threat to Ulta Stabilizes -- Market Talk
Dow Jones
Jul 10, 2025
1540 ET - Amazon.com's competitive threat to Ulta appears to be stabilizing as the retailers sell fewer of the same products and maintain similar price points, D.A. Davidson analysts say in a note. The share of Ulta's best sellers available on Amazon is 79%, down from 94% in January, the analysts say. Pricing across beauty and wellness categories, meanwhile, has remained similar across both sites, the analysts say. Such data shows the competition between the two sites could normalize, even if Amazon continues to take share in the space in general, with beauty sales up 24% year-to-date as the industry's sales slide 0.5%, they say, citing Nielsen IQ data. (kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
July 09, 2025 15:41 ET (19:41 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.