Ulta Beauty Q4 Sales Up 5.8% to $3.9B; Scarlet by RedDrop Hits $15M
Ulta Beauty reported a 5.8% rise in Q4 comparable sales to $3.9 billion, driven by sustained value-focused demand. The retailer added Scarlet by RedDrop puberty-care products in over 400 stores and online, contributing $15 million in brand revenue after its 2025 rebrand.
1. Q4 Financial Performance
Ulta Beauty reported Q4 comparable sales growth of 5.8%, lifting total sales to $3.9 billion in the quarter. This performance reflects sustained value-focused demand as shoppers prioritized essential beauty products across stores and online.
2. Scarlet by RedDrop Launch and Revenue
Ulta added Scarlet by RedDrop puberty-care products to more than 400 stores and ulta.com following the brand’s rebranding, generating $15 million in cumulative revenue. The move marked Ulta’s first dedicated puberty-focused line, aiming to diversify its product mix and capture a new consumer segment.
3. SKU Rationalization Strategy
Scarlet by RedDrop streamlined its SKU count from 60 to 20 in Ulta outlets to align with its operational capacity and focus on core offerings. Founders anticipate further narrowing to 10–15 SKUs to strengthen retail performance and product consistency.