EPISODE · Aug 28, 2026 · 4 MIN
Ulta Raises Guidance, Tatcha Resets, K-Pharmacy Rises
from Beauty in Five
Ulta Beauty raises full-year outlook after Q2 beat. Ulta topped Wall Street estimates on an 8.9% sales rise and lifted its guidance, setting a demand read brands plan wholesale and promo calendars against. (WWD Beauty, Investing.com) Tatcha adds ambassadors in science-led brand refinement. Under new CEO Diane Kim, Tatcha is adding three ambassadors including Naomi Osaka and leaning harder on science-based messaging, WWD Beauty reports. (WWD Beauty) Nyakio Grieco reacquires Thirteen Lune, plans South Africa entry. The founder regains ownership of the inclusive beauty platform and announces a Takealot partnership, putting a US multi-brand retailer on a South African route. (WWD Beauty) Cosmetics Business reports K-pharmacy as next K-beauty wave. Pharmacy-positioned Korean brands are moving clinical, science-led formulas into the mainstream, a shift buyers may need to factor into assortment and claims. (Cosmetics Business) Also moving today: The surprising reason behind Vaseline’s recent ‘Baseline’ rebrand (Cosmetics Business) Curology says Walmart shoppers convert to prescription skin care at 5x its online rate (Glossy) PDC Brands Rebrands as Arthēa (WWD Beauty) The beauty product recalls of 2026 so far (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com
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What this episode covers
Ulta Beauty beat second-quarter estimates with net sales of 3 billion dollars, up 8.9 percent, and raised full-year guidance, though shares fell about 3.4 percent after hours, per Investing.com. WWD reports Tatcha is refining its positioning under new CEO Diane Kim with three new ambassadors including Naomi Osaka, and that Nyakio Grieco has regained ownership of Thirteen Lune and is expanding into South Africa with Takealot. Cosmetics Business argues pharmacy-sold "K-pharmacy" brands are the next K-beauty wave, plus Vaseline's "Baseline" social rename, Curology testing Walmart, PDC Brands rebranding as Arthea, and a year-to-date sunscreen and haircare recall tally.
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Ulta Raises Guidance, Tatcha Resets, K-Pharmacy Rises
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