Likefolio’s Landon Swan shares their visits data for Ulta Beauty (ULTA), saying it is doing “very well” even as some newer brands outpace their growth. It is nearly neck-and-neck with Sephora in their data, and Landon thinks that their higher-end brands will continue to do well. “I think they’re in a really good position,” he adds, and notes that there’s “always a big spike” in the holiday shopping season not yet reflected.

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