Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing consumer preferences. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

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Timestamps

Ulta | (2:02)

Revenue Growth | (4:24)

Valuation | (17:28)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.