Ulta Beauty said it has mutually agreed with Target Corporation not to renew the Ulta Beauty at Target shop-in-shop partnership when the current agreement concludes in August 2026, as disclosed on August 14, 2025.

8-KOther EventsFiled Aug 14, 2025Period of report Aug 14, 2025Summary published (UTC) Oct 13, 2026

Key points

AI summary

Ulta Beauty said it has mutually agreed with Target Corporation not to renew the Ulta Beauty at Target shop-in-shop partnership when the current agreement concludes in August 2026, as disclosed on August 14, 2025.
The company said the Ulta Beauty at Target experience will continue in Target stores and on Target.com through August 2026. Customers with linked accounts will continue to earn Ulta Beauty Rewards on eligible purchases through August 2026.
Ulta Beauty said the conclusion of the partnership is not expected to be material to its fiscal 2025 financial results or previously stated long-term financial targets.
The company said it is continuing to execute its Ulta Beauty Unleashed plans. It added that it will launch Ulta Beauty Marketplace later this year, a curated online destination designed to engage new brands and audiences.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Ulta Beauty at Target Shop-in-Shop Partnership to Conclude

Ulta Beauty said it has mutually agreed with Target Corporation not to renew the Ulta Beauty at Target shop-in-shop partnership when the current agreement concludes in August 2026, as disclosed on August 14, 2025.

Source · Based on the filing body and exhibits

Stores and Target.com to remain operational through conclusion

The company said the Ulta Beauty at Target experience will continue in Target stores and on Target.com through August 2026. Customers with linked accounts will continue to earn Ulta Beauty Rewards on eligible purchases through August 2026.

Source · Based on the filing body and exhibits

Company Statement on Financial Impact of Conclusion

Ulta Beauty said the conclusion of the partnership is not expected to be material to its fiscal 2025 financial results or previously stated long-term financial targets.

Source · Based on the filing body and exhibits

Ulta Beauty Unleashed plans and Marketplace launch

The company said it is continuing to execute its Ulta Beauty Unleashed plans. It added that it will launch Ulta Beauty Marketplace later this year, a curated online destination designed to engage new brands and audiences.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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