Earnings Insights 4Q25, Week 7: Dick’s Sporting Goods and Ulta Beauty Deliver Strong Growth; Kohl’s and Coty Face Market Pressures
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Earnings Insights 4Q25, Week 7: Dick’s Sporting Goods and Ulta Beauty Deliver Strong Growth; Kohl’s and Coty Face Market Pressures

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Primary Analyst:
Abhinav Tagore, Analyst
Contributors
Primary Analyst:
Abhinav Tagore, Analyst
Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research
Other Contributors:
Aditya Kaushik, Analyst
Sujeet Naik, Analyst
Insight Report

Reasons to Read

Discover key insights into retail and consumer trends with exclusive analysis of the latest earnings reports.

Read this report to discover answers to these and other questions:

  • What are the growth drivers behind Dick’s Sporting Goods’ remarkable revenue performance in 4Q25?
  • How are Ulta Beauty’s strong sales growth and expanding categories shaping its 2026 outlook?
  • What factors contributed to Kohl’s underperformance in 4Q25, and what strategies are they implementing for recovery in 2026?
  • How is Dollar General capitalizing on value-driven consumer behavior to achieve strong growth and profitability?
  • What impact is Petco’s strategic focus on profitability having on its revenue outlook and consumer trends?

Companies mentioned in this report include: DICK’S Sporting Goods, Inc., Ulta Beauty, Inc., Kohl’s Corporation, Dollar General Corporation, Petco Health and Wellness Company

Data in this report include: Revenue growth, comparable sales, gross margin changes, operating income, and EPS performance across key retail sectors.

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