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Melissa Armo says she's "surprised" to see Ulta Beauty (ULTA) jump off its latest earnings despite tariffs looming over the retail industry. She believes the market overall has room to slide further down due to overall economic risk. David Swartz thinks Ulta Beauty can overcome economic overhangs, citing a "still attractive" beauty industry for consumers.

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'Surprised' to See ULTA Rally, 2025 Remains Tough Year for Company

Schwab Network

'Surprised' to See ULTA Rally, 2025 Remains Tough Year for Company