REWE Group vs Ulta Beauty

REWE Group verlängert Vertrag von CFO Telerik Schischmanow vorzeitig bis 2032

Die REWE Group hat den Vertrag ihres CFO Telerik Schischmanow vorzeitig bis 2032 verlängert. Zudem kündigt das Unternehmen eine neue 'REWE Sofort-Lieferung' an, bei der Uber Eats, Wolt und Lieferando aus REWE-Märkten liefern, und ermöglicht einen Kölner Kulturfonds.

REWE Sofort-Lieferung: Uber Eats, Wolt und Lieferando liefern aus REWE Märkten

Pressemitteilung vom 15. September 2026: REWE Group startet die 'REWE Sofort-Lieferung' in Zusammenarbeit mit Uber Eats, Wolt und Lieferando, die aus REWE Märkten liefern.

REWE Opens Quick Commerce to Wolt, Uber Eats, Lieferando

REWE is expanding its quick commerce offering by partnering with multiple delivery platforms, including Wolt, Uber Eats, and Lieferando. Starting September 15, 2026, customers in Cologne, Frankfurt, Hamburg, and Jena can order from select REWE stores through these platforms for delivery within one hour. This multi-platform strategy complements REWE's stake in Flink, allowing the retailer to reach customers where they shop while leveraging its existing store network as fulfillment centers. The company plans to expand the service to more cities in 2026.

• REWE partnered with Wolt, Uber Eats, and Lieferando for quick commerce.
• Initial launches: Cologne (Wolt), Frankfurt (Uber Eats), Hamburg and Jena (Lieferando).
• REWE holds about a 20% stake in Flink.

10-Q Financial Filing Analysis for Ulta Beauty (2026-08-27)

Ulta Beauty, Inc. reported its second-quarter fiscal 2026 financial results for the 13-week period ended August 1, 2026, delivering consolidated net sales of $3.04 billion, an 8.9% increase year-over-year compared to $2.79 billion in Q2 fiscal 2025. Growth was driven by a 3.8% rise in comparable sales, primarily supported by higher average ticket, as well as contributions from new store openings and the Space NK acquisition. Operating income rose 10.1% to $379.6 million, with operating margin expanding slightly to 12.5%. Net income increased 8.1% to $282.0 million ($6.55 per diluted share), supported by solid consumer engagement across core beauty categories and effective cost management. For the 26-week period, net sales reached $6.20 billion with diluted EPS increasing 14.6% to $14.31, bolstered by ongoing share repurchases under its $3.0 billion authorization.

• Net sales for Q2 fiscal 2026 grew 8.9% YoY to $3.04 billion with a 3.8% increase in comparable sales driven by average ticket growth.
• Operating income expanded 10.1% YoY to $379.6 million, and net income rose 8.1% to $282.0 million ($6.55 diluted EPS).
• During the 26-week period ended August 1, 2026, the company repurchased 1,438,761 shares of common stock for $798.6 million, leaving approximately $1.0 billion remaining under its current authorization.

Ulta's Flock License Plate Readers Spark Online Backlash

Ulta Beauty faces online criticism over its use of Flock Safety's automated license plate reader technology at some store locations. The backlash was amplified by a viral campaign from activist group UltraViolet. Ulta confirmed the technology is deployed at less than 1% of its approximately 1,500 stores and does not use facial recognition. The company uses the readers to combat organized retail crime, a practice that has drawn public scrutiny amid broader concerns about surveillance. Flock has updated its terms and conditions in response to criticism, and some governments are reconsidering the technology. Ulta's director of organized retail crime, Rory Stallard, has publicly praised Flock's technology for helping collaborate with law enforcement. The retailer did not respond to questions about the start of the partnership.

• Ulta Beauty uses Flock Safety's automated license plate readers at less than 1% of its approximately 1,500 stores.
• The cameras do not use facial recognition, according to a source familiar with the matter.
• Activist group UltraViolet launched a viral campaign criticizing Ulta's use of Flock technology.

Ulta Emphasizes Exclusives Amid Target Rivalry

Ulta Beauty reported strong fiscal Q2 results and raised its full-year guidance while downplaying competitive pressure from Target’s new Beauty Studio. Q2 net sales rose nearly 9% year-over-year to $3.0 billion, with comparable-store sales up 3.8%. Ulta now expects full-year net sales growth of 6.7%–7.2% and comps of 3.2%–3.7%, up from prior guidance. CEO Kecia Steelman said the company will focus on differentiation, including exclusive merchandise, and remain willing to use promotions as needed. Makeup comps were nearly flat as prestige growth offset weaker mass makeup; fragrance and hair care grew. Analysts from William Blair, TD Cowen and Jefferies noted the beat but flagged tougher comparisons and competitive intensity in the back half of the year.

• Ulta Beauty reported Q2 net sales of about $3.0 billion, up nearly 9% year-over-year.
• Ulta’s Q2 comparable-store sales grew 3.8% year-over-year.
• Ulta raised full-year guidance to expect net sales growth of 6.7%–7.2% and comps growth of 3.2%–3.7%.