Jason Gere, Managing Director and Equity Research Analyst with KeyBanc Capital Markets, says Ulta Salon, Cosmetics & Fragrance, Inc. (ULTA) is one of the stocks he is currently recommending. He likes that Ulta’s top line is accelerating, both square footage growth as well as comps through improved merchandising, and growth of the loyalty card e-commerce.
“And as they’re making investments in the business, that top line is going to get you operating leverage over the next couple of years and margin expansion,” he says.
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A combination of topline growth and margin expansion will accelerate the earnings on the bottom line, according to Gere.
“So I do think that’s a high-growth name for investors that I think has a good multiyear runway ahead of itself,” he says.
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