Ulta Beauty ULTA Foot Traffic Insights

With Q3 2024 underway, we checked in with beauty chains Ulta Beauty and Sally Beauty Supply, owned by Sally Beauty Holdings, Inc. How did they fare in the first half of the year? And what are some of the factors driving their success?

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With Q3 2024 underway, we checked in with beauty chains Ulta Beauty and Sally Beauty Supply, owned by Sally Beauty Holdings, Inc. How did they fare in the first half of the year? And what are some of the factors driving their success?

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Discretionary retail has faced its fair share of challenges over the past few years. But even in this challenging environment, some brands, like Ulta Beauty, are continuing to see visit growth, while others, like Gap and Old Navy, are making a comeback. 

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The beauty industry has proved to be one of the most resilient retail categories over the past few years – and Ulta Beauty has been one of the biggest beneficiaries of this trend. We analyze recent foot traffic performance and explore seasonal trends to better understand the chain’s visitor base.

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Has consumer demand for sporting goods and sportswear maintained itself, or is interest waning? We dive into the data to find out.

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How are visits to the Placer 100 Index - a dynamic list of leading chains - faring as the year's fourth quarter begins? And what can visits tell us about the upcoming holiday season?

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With the summer behind us, we took a closer look at the data to assess the impact of the return-to-office mandates that have been ramping up in recent months. Are offices continuing to fill up, or has the office recovery run its course? 

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