Ulta Beauty Option Alert: May 16 $350 Puts at the Bid: 750 vs 16 OI

Ulta Beauty Option Alert: May 16 $350 Puts at the Bid: 750 @ $7.5 vs 16 OI; Ref=$373.32

Ulta Beauty (NASDAQ:ULTA) Bolsa

ULTA BEAUTY INC

Ulta Beauty

With more than 1,400 freestanding stores and 600 Target shop-in-shops, Ulta Beauty is the largest specialized beauty retailer in the US. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also offers salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. In addition, it collects royalties through its Target partnership and credit card revenue. Most standalone Ulta stores are approximately 10,000 square feet and are in suburban strip centers. The firm will soon open franchised stores in Mexico and has formed a joint venture to expand into the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

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ULTA

Semtech sorprendió al mercado con ingresos y ganancias superiores a lo esperado. Inversores reaccionan ante este sólido desempeño trimestral.

Semtech, Rubrik, DocuSign, PagerDuty y otras acciones estadounidenses que suben el viernes

UltaBeautyGreenwood,,Indiana, - ,United,States,-,June,16,2020:,Beauty

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News

Pre-Market Outlook

Markets

Trading Ideas

Evaluamos las empresas que podrían captar la atención de los inversores hoy: Li Auto, RLX Technology, DocuSign, Ulta Beauty y The Buckle.

Acciones a seguir hoy en Wall Street: LI, RLX, DOCU, ULTA y BKE

Other Stocks Mentioned

Equities

ADBE

GIII

INTC

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este jueves: DG, ULTA, ADBE, INTC y GIII.

5 acciones en el foco este jueves: DG, ULTA, ADBE, INTC y GIII

Ulta Beauty Inc

Oppenheimer analyst Rupesh Parikh maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Outperform and raises the price target from $435 to $465.

Price Target

Analyst Ratings

Oppenheimer Maintains Outperform on Ulta Beauty, Raises Price Target to $465

Telsey Advisory Group analyst Joseph Feldman reiterated the Outperform rating on Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), <a target="_blank" href="https://www.benzinga.com/quote/TGT/analyst-ratings" rel="noreferrer noopener">lowering the price forecast from $145 to $130</a>.
Target will report its first-quarter earnings on Wednesday, May 21. Analyst Feldman lowered first-quarter and full-year 2025 estimates for Target, citing weaker consumer spending, particularly in discretionary and general merchandise, along with rising costs tied to promotions, labor, tech investments, and potential tariff impacts.
While Placer.ai data showed declining traffic early in the quarter with some recovery later, likely from Easter timing and improved weather, Feldman noted that Target&#8217;s efforts in value offerings, loyalty programs, private label expansion, store upgrades, and brand partnerships (Apple Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>), Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)) could partially offset pressure.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45468713/pentair-to-rally-more-than-15-here-are-10-top-analyst-forecasts-for-friday" rel="noreferrer noopener">Pentair To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Friday</a>
Feldman now projects total sales to fall 0.9% to $24.3 billion, with comparable sales to decline 1.5%, down from the prior forecast of 1.0% and below the FactSet consensus of a 1.2% drop.
Feldman noted that Target sources roughly 50% of its cost of goods sold from within the U.S., while reducing its reliance on China from about 60% in 2017 to about 30% in 2024, with plans to bring that below 25% by 2026. Although the company hasn&#8217;t quantified the tariff impact, it plans to mitigate risks through sourcing diversification, vendor negotiations, and price increases while preserving balance sheet flexibility.
Reflecting softer consumer demand, a weaker product mix, and added cost pressures, especially tariffs, Feldman lowered his 2025 EPS estimate to $8.80 from $9.30 (vs. FactSet&#8217;s $8.62) and 2026 EPS to $9.55 from $10.14 (vs. FactSet&#8217;s $9.20).
Price Action: TGT shares are trading higher by 1.68% to $98.62 at last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45468724/emerging-markets-break-out-as-peace-trades-gain-momentum-hartnett-says" target="_blank" rel="noreferrer noopener">Emerging Markets Break Out As &#8216;Peace Trades&#8217; Gain Momentum, Hartnett Says</a></li>
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Image by bluestork via Shutterstock

Analyst Color

Reiteration

General

AAPL

LEVI

Analyst Lowers Target Q1 Forecast Amid Spending Slump, Rising Consumer Tariffs

Truist Securities analyst Korinne Wolfmeyer maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Neutral and raises the price target from $364 to $386.

Truist Securities Maintains Neutral on Ulta Beauty, Raises Price Target to $386

Throughout the last three months, 18 analysts have evaluated Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), offering a diverse set of opinions from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">7</td>
<td align="right">3</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">4</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $398.28, a high estimate of $526.00, and a low estimate of $300.00. Experiencing a 9.47% decline, the current average is now lower than the previous average price target of $439.94. 
<img src="https://www.benzinga.com/files/images/story/2025/1747256439_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The analysis of recent analyst actions sheds light on the perception of Ulta Beauty by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$315.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$300.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Michael Baker</td>
<td>DA Davidson</td>
<td>Maintains</td>
<td>Buy</td>
<td>$415.00</td>
<td>$415.00</td>
</tr>
<tr>
<td>Kate McShane</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$423.00</td>
<td>$384.00</td>
</tr>
<tr>
<td>Kelly Crago</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$365.00</td>
<td>$405.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$327.00</td>
<td>$445.00</td>
</tr>
<tr>
<td>Susan Anderson</td>
<td>Canaccord Genuity</td>
<td>Lowers</td>
<td>Buy</td>
<td>$526.00</td>
<td>$538.00</td>
</tr>
<tr>
<td>Simeon Siegel</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$404.00</td>
<td>$467.00</td>
</tr>
<tr>
<td>Michael Baker</td>
<td>DA Davidson</td>
<td>Lowers</td>
<td>Buy</td>
<td>$415.00</td>
<td>$510.00</td>
</tr>
<tr>
<td>Christopher Horvers</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$475.00</td>
<td>$480.00</td>
</tr>
<tr>
<td>Korinne Wolfmeyer</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$364.00</td>
<td>$425.00</td>
</tr>
<tr>
<td>Mark Astrachan</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$400.00</td>
<td>$475.00</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$310.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Anna Glaessgen</td>
<td>B. Riley Securities</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$330.00</td>
<td>$430.00</td>
</tr>
<tr>
<td>Lorraine Hutchinson</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$380.00</td>
<td>$475.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$460.00</td>
<td>$500.00</td>
</tr>
<tr>
<td>Simeon Gutman</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$460.00</td>
<td>$500.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$500.00</td>
<td>$500.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Ulta Beauty. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Ulta Beauty compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Ulta Beauty's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
For valuable insights into Ulta Beauty's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/ULTA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Ulta Beauty analyst ratings.</a>
<h2>Get to Know Ulta Beauty Better</h2>
With more than 1,400 freestanding stores and 600 Target shop-in-shops, Ulta Beauty is the largest specialized beauty retailer in the US. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also offers salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. In addition, it collects royalties through its Target partnership and credit card revenue. Most standalone Ulta stores are approximately 10,000 square feet and are in suburban strip centers. The firm will soon open franchised stores in Mexico and has formed a joint venture to expand into the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
<h3>Ulta Beauty: A Financial Overview</h3>
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Decline in Revenue: Over the 3M period, Ulta Beauty faced challenges, resulting in a decline of approximately -1.88% in revenue growth as of 31 January, 2025. This signifies a reduction in the company's top-line earnings. When compared to others in the Consumer Discretionary sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Ulta Beauty's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 11.28% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Ulta Beauty's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 16.33% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Ulta Beauty's ROA excels beyond industry benchmarks, reaching 6.58%. This signifies efficient management of assets and strong financial health.
Debt Management: Ulta Beauty's debt-to-equity ratio is below the industry average at 0.77, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>What Are Analyst Ratings?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

The Analyst Verdict: Ulta Beauty In The Eyes Of 18 Experts

Wells Fargo analyst Ike Boruchow maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Underweight and raises the price target from $300 to $315.

Wells Fargo Maintains Underweight on Ulta Beauty, Raises Price Target to $315

WIIM

COTY

Shares of beauty and cosmetic companies are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate supply chain uncertainty in the sector.

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Shares of retail stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate supply chain uncertainty and macroeconomic uncertainty and help boost consumer sentiment.

Looking into the current session, Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares are trading at $389.02, after a 0.20% increase. Moreover, over the past month, the stock went up by 8.79%, but in the past year, fell by 2.66%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1746820845_0.png" alt="Past Year Chart" />

<h3>A Look at Ulta Beauty P/E Relative to Its Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 86.08 in the Specialty Retail industry, Ulta Beauty Inc. has a lower P/E ratio of 15.32. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1746820845_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Ulta Beauty

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$300.00</td>
<td>$50.8K</td>
<td>36.7K</td>
<td>117.2K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$190.00</td>
<td>$55.3K</td>
<td>17.0K</td>
<td>15.0K</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$270.00</td>
<td>$160.2K</td>
<td>198</td>
<td>11.3K</td>
</tr>
<tr>
<td>ULTA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$350.00</td>
<td>$57.9K</td>
<td>229</td>
<td>362</td>
</tr>
<tr>
<td>SBUX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$95.00</td>
<td>$231.2K</td>
<td>489</td>
<td>224</td>
</tr>
<tr>
<td>LULU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$200.00</td>
<td>$121.5K</td>
<td>17</td>
<td>14</td>
</tr>
<tr>
<td>DKS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$190.00</td>
<td>$29.2K</td>
<td>138</td>
<td>10</td>
</tr>
<tr>
<td>BKNG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$4865.00</td>
<td>$46.3K</td>
<td>0</td>
<td>2</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option trade with bullish sentiment. It expires in 1 day(s) on May 2, 2025. Parties traded 499 contract(s) at a $300.00 strike. The total cost received by the writing party (or parties) was $50.8K, with a price of $102.0 per contract. There were 36785 open contracts at this strike prior to today, and today 117208 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on May 2, 2025. This event was a transfer of 90 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $55.3K, with a price of $615.0 per contract. There were 17076 open contracts at this strike prior to today, and today 15086 contract(s) were bought and sold. 
• For CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we notice a call option sweep that happens to be bullish, expiring in 8 day(s) on May 9, 2025. This event was a transfer of 120 contract(s) at a $270.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $160.2K, with a price of $1335.0 per contract. There were 198 open contracts at this strike prior to today, and today 11349 contract(s) were bought and sold. 
• For ULTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), we notice a put option sweep that happens to be bullish, expiring in 141 day(s) on September 19, 2025. This event was a transfer of 33 contract(s) at a $350.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $57.9K, with a price of $1757.0 per contract. There were 229 open contracts at this strike prior to today, and today 362 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a put option sweep with bearish sentiment. It expires in 323 day(s) on March 20, 2026. Parties traded 125 contract(s) at a $95.00 strike. This particular put needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $231.2K, with a price of $1850.0 per contract. There were 489 open contracts at this strike prior to today, and today 224 contract(s) were bought and sold. 
• Regarding LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we observe a call option trade with bullish sentiment. It expires in 232 day(s) on December 19, 2025. Parties traded 14 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $121.5K, with a price of $8682.0 per contract. There were 17 open contracts at this strike prior to today, and today 14 contract(s) were bought and sold. 
• Regarding DKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>), we observe a put option trade with bullish sentiment. It expires in 260 day(s) on January 16, 2026. Parties traded 10 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $29.2K, with a price of $2920.0 per contract. There were 138 open contracts at this strike prior to today, and today 10 contract(s) were bought and sold. 
• For BKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), we notice a call option trade that happens to be bearish, expiring in 78 day(s) on July 18, 2025. This event was a transfer of 1 contract(s) at a $4865.00 strike. The total cost received by the writing party (or parties) was $46.3K, with a price of $46380.0 per contract. There were 0 open contracts at this strike prior to today, and today 2 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

BKNG

LULU

SBUX

TSLA

8 Consumer Discretionary Stocks Whale Activity In Today's Session

Wells Fargo analyst Ike Boruchow maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Underweight and lowers the price target from $310 to $300.

Wells Fargo Maintains Underweight on Ulta Beauty, Lowers Price Target to $300

Exclusive activations, curated looks by local influencers, and access to Beyoncé's coveted hair and fragrance make Ulta Beauty the COWBOY CARTER TOUR beauty destination
Ulta Beauty, the nation's largest beauty retailer, is proud to be the official beauty retail partner of Beyoncé's COWBOY CARTER TOUR. Building off the success of its recent exclusive launch of Beyonce's hair care line CÉCRED, the partnership brings fans an unforgettable summer of beauty, artistry, and self-expression through exclusive access to COWBOY CARTER TOUR-inspired beauty looks, curated product assortments, immersive experiences, and Beyoncé's celebrated beauty brands, including an exciting brick-and-mortar retail debut of Beyonce's highly coveted fragrance CÉ LUMIÈRE by Beyoncé Parfums, available for a limited time in select Ulta Beauty stores and on ulta.com.

Ulta Beauty Named Official Beauty Retail Partner Of Beyoncé's Cowboy Carter Tour

ADNT

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BYON

CANG

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COLA

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DECK

DKNG

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Select Sector SPDR-Consumer Discretionary

XPOF

Shares of companies in the broader consumer discretionary sector are trading higher after President Trump indicated tariffs against China will be lowered and trade tensions may de-escalate. Tariff concerns have weighed on the sector this year due to their expected impact on consumer spending.

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Shares of companies in the broader consumer discretionary sector are trading higher amid Treasury Secretary Scott Bessent's remarks about trade de-escalation with China, which may relieve potential cost pressures for the consumer and lead to an uptick in spending.

Every year, billions of tax-free healthcare dollars go unspent in the U.S., and retailers have set their eyes on them. Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs), intended to offset medical costs, are becoming a major sales target for health, wellness, and beauty brands.
What Happened: Retailers like Sephora, Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are coming up with tools to assist shoppers in using FSA/HSA funds on eligible items like SPF products, acne treatments, and wellness tech, according to <a href="https://www.retaildive.com/news/fsa-hsa-healthcare-shopper-awareness-beauty-retail-wellness/745339/">a</a> Retail Dive report.
Online resources, shopping guides, and in-store campaigns are leading the charge. "We launched cash register takeovers and out-of-home placements featuring top eligible items," said Lisa Tamburello, VP at Ulta Beauty.
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/44831829/amazons-aggressive-price-cuts-hurt-sephoras-us-sales-says-lvmh-cfo-cecile-cabanis-we-try-to-avoid-this-technique">Amazon&#8217;s Aggressive Price Cuts Hurt Sephora&#8217;s US Sales, Says LVMH CFO Cecile Cabanis: &#8216;We Try To Avoid This Technique</a>
Why It Matters: In Numerator analyst Shawn Paustian's estimation, almost 10%—worth billions—is forfeited each year. Many consumers find it difficult to recognize eligible products. "When presented with a list of eligible items, consumers could only correctly identify less than half," Paustian said.
Retailers identify immense potential in educating account holders, particularly among white-collar professionals who make up most of this market. "FSA/HSA spending in beauty can redefine how consumers think about their routines," said Laura Unger of Sephora.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44850223/march-retail-sales-exceed-forecasts-says-analyst">March Retail Sales Exceed Forecasts, Analyst Notes Best-Performing Sectors</a></li>
</ul>
Photo Courtesy: Steve Heap On Shutterstock.com

Retail Sales

Retailers Target Billions In Unused FSA/HSA Funds With Wellness And Beauty Push

Stocks in the U.S. were trading sharply lower by midday Monday, while gold and Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) surged in tandem, as a renewed political storm surrounding Federal Reserve independence shook confidence in the U.S. dollar and triggered a broad-based risk-off <a href="https://www.benzinga.com/government/regulations/25/04/44899280/are-investors-selling-us-treasuries-as-trump-attacks-powell-heres-what-latest-etf-flows-tell-you">mood on U.S. assets.</a>
The market opened the post-Easter trading week with deep losses, after President Donald Trump took to Truth Social demanding immediate rate cuts and blasting Fed Chair Jerome Powell as "Mr. Too Late," accusing him of past political bias and inflation misjudgment. 
Trump wrote that there's "virtually no inflation" and warned of an economic slowdown unless Powell acts "NOW."
The latest barrage reignited fears that central bank independence may be under direct threat, just days after reports emerged that the Trump administration is weighing Powell's removal ahead of his scheduled 2026 term expiration.
The U.S. Dollar Index (DXY) fell as much as 1%, marking its lowest level since early 2022, as the greenback weakened against a basket of major currencies including the Japanese yen, euro and Swiss franc. 
The selloff has intensified speculation that foreign investors may accelerate the repatriation of capital from U.S. assets amid mounting political and monetary instability.
The S&amp;P 500 dropped 2.8% by midday, with the Nasdaq 100 falling 3%, led lower by steep losses in megacap tech and financials. Every major sector was in the red, with 490 of the 500 S&amp;P 500 stocks trading lower.
In another break from historical norms, U.S. Treasury yields climbed even as equities tanked and volatility spiked. The 30-year yield rose 7 basis points to 4.87%, signaling investor selling of government debt. The CBOE Volatility Index (VIX) jumped 15%. 
Gold-linked equities were the few bright spots in an otherwise brutal session. Gold prices – as tracked by the SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) – surged 2.6% to $3,410 per ounce, pushing the year-to-date gain to nearly 30%—on track for the metal's best annual performance since 2007. 
The move extends gold's stunning 2-month rally, now nearing 20%, amid persistent demand for safe-haven assets.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) gained 3.5% to trade at $88,274, echoing gold's momentum as investors seek alternatives to fiat currencies.
Monday&#8217;s Performance In Major US Indices, ETFs
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg (%)</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,837.81</td>
<td>-2.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>38,097.81</td>
<td>-2.7%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,135.83</td>
<td>-2.8%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>17,727.70</td>
<td colspan="2">-3.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 2.8% up to $511.49.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) fell 2.7% to $380.65.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;tumbled 3% to $430.76.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 2.3% to $182.28.</li>
<li>The&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, yet falling 1.4%; the&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) lagged, down 3.5%.</li>
</ul>
<h3 class="wp-block-heading">S&amp;P 500&#8217;s Top Performers On Monday</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company Name</th>
<th>% Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>Fidelity National Information Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIS#NYSE">FIS</a>)</td>
<td>3.81%</td>
</tr>
<tr>
<td>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>)</td>
<td>2.89%</td>
</tr>
<tr>
<td>Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)</td>
<td>1.75%</td>
</tr>
<tr>
<td>Moderna, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)</td>
<td>1.02%</td>
</tr>
<tr>
<td>Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)</td>
<td>0.86%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">S&amp;P 500&#8217;s Worst Performers On Monday</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company Name</th>
<th>% Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>Universal Health Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>)</td>
<td>-10.31%</td>
</tr>
<tr>
<td>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>-8.34%</td>
</tr>
<tr>
<td>Constellation Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>-8.23%</td>
</tr>
<tr>
<td>Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>)</td>
<td>-7.48%</td>
</tr>
<tr>
<td>Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</td>
<td>-7.42%</td>
</tr>
</tbody>
</table>
</figure>
Read now: 
<ul>
<li><a href="https://www.benzinga.com/news/25/04/44886209/if-you-had-bet-on-gold-after-the-1971-nixon-shock-youd-have-beaten-the-sp-500-unless-you-did-this-one-thing">If You Had Bet On Gold After The 1971 Nixon Shock, You&#8217;d Have Beaten The S&amp;P 500 — Unless You Did This One Thing</a></li>
</ul>
Photo: FOTOGRIN/Shutterstock

Government

Large Cap

Regulations

Broad U.S. Equity ETFs

Econ #s

Federal Reserve

ETFs

$BTC

SPDR Dow Jones Industrial Average ETF Trust

MRNA

NFLX

Wall Street Sinks, Dollar Slides As Trump Ramps Up Fed Attacks: What's Driving Markets Monday?

ETSY

JEWL

OLLI

Shares of retail, apparel and e-commerce stocks are trading higher. Some stocks in the sector may be higher amid hopes of a US-China trade deal. Additionally, discount store stocks could be benefitting from broader economic concerns. E-commerce stocks may also be up up Chinese discount retailers Temu and Shein planning to increase prices.

DA Davidson analyst Michael Baker maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Buy and maintains $415 price target.

DA Davidson Maintains Buy on Ulta Beauty, Maintains $415 Price Target

Argus Research analyst Kristina Ruggeri downgrades Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) from Buy to Hold.

Downgrades

Argus Research Downgrades Ulta Beauty to Hold

COLM

New Oriental Education & Technology Group

TSCAF

Shares of companies in the braoder consumer discretionary sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Shares of consumer discretionary stocks are trading higher after President Trump issued a 90-day pause on reciprocal tariffs for all countries except China, which may reduce risks towards the consumer economy.

Press Releases

Ulta Beauty Announces Third Quarter Fiscal 2024 Results

Ulta Beauty to Participate in Upcoming Investor Conference

Ulta Beauty Announces CEO Transition

Ulta Beauty World to Debut in San Antonio this Spring

Ulta Beauty to Report Fourth Quarter and Fiscal 2024 Results on March 13, 2025

Ulta Beauty Announces Fourth Quarter Fiscal 2024 Results

Ulta Beauty Names Lauren Brindley Chief Merchandising and Digital Officer

Ulta Beauty Teams up with Beyoncé's COWBOY CARTER TOUR to Deliver the Ultimate Concert-Ready Beauty Experience

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