Ulta Beauty | Investor Day Presentation Deck | 214 slides

Ulta Beauty · 2021-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

120
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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introduce_nominees
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other
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front_matter
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Includes pronouns and corporate branding.introduce_nominees
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front_matter
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summarize
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The slide uses a horizontal arrow overlaying vertical columns representing decades.establish_context
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The slide uses a before-and-after comparison for four distinct metrics to demonstrate long-term performance.analyze_data
Open slide detailBeat · Attention
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The slide uses a vertical timeline-style list to connect the text to the visual themes of the pandemic, social justice, and economic hardship.frame_situation
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The chart uses a broken axis (indicated by //) between 2015 and 2019.frame_problem
Open slide detailBeat · Need
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The slide uses a horizontal timeline-style layout to present five key strategic themes.present_framework
Open slide detailBeat · Need
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The slide uses a numbered list format to present the three pillars.summarize
Open slide detailBeat · NeedLoop · Golden Circle
14
The slide uses a high-contrast aesthetic with a pink/orange color palette to evoke a sense of beauty and vibrancy.front_matter
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15
The slide uses a collage of diverse photos to establish an emotional thesis about the beauty industry.establish_context
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The slide uses a combination of a quantitative metric and qualitative customer quotes to support the thesis of high engagement.illustrate_case
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Includes a break in the x-axis between 2015 and 2019.analyze_data
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summarize
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front_matter
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summarize
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21
The slide uses a logo grid to demonstrate brand portfolio expansion.present_framework
Open slide detailBeat · SatisfactionLoop · Golden Circle
22
The slide uses a four-column layout to categorize digital initiatives, followed by a summary banner of accolades.summarize
Open slide detailBeat · SatisfactionLoop · Golden Circle
23
The slide uses a bifurcated list structure to contrast defensive (refocus) and offensive (accelerate) strategic pivots.summarize
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24
The chart uses a V-shape recovery pattern to illustrate financial resilience.analyze_data
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25
The slide uses a consistent color scheme (light pink for 2019, dark pink for 2021) to highlight growth.analyze_data
Open slide detailBeat · SatisfactionLoop · Golden Circle
26
The slide uses a photo of employees wearing masks, likely taken during the COVID-19 pandemic, to emphasize unity.front_matter
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27
The values are presented as a series of six illustrated icons.establish_context
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28
The slide uses a heart-shaped central graphic to emphasize the company's values.present_framework
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29
The slide uses a split-screen approach to contrast external recognition (awards) with internal performance (engagement scores).summarize
Open slide detailBeat · SatisfactionLoop · Golden Circle
30
This is a high-level brand purpose statement used as a transition or opening slide.establish_context
Open slide detailBeat · SatisfactionLoop · Golden Circle
31
The slide uses a 2x2 grid layout to categorize ESG efforts.summarize
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The slide uses a grid layout to present five distinct pillars of DEI strategy with specific initiatives and financial commitments.summarize
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other
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transition
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The slide uses a simple three-column layout to organize core strategic values.summarize
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Uses a 'from/to' bridge framework to visualize corporate strategy evolution.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
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The slide uses a hub-and-spoke style layout for the strategic pillars, with financial targets at the bottom.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
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front_matter
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front_matter
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introduce_nominees
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front_matter
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The slide uses four distinct visual pillars to represent different consumer research channels.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
43
establish_context
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44
Uses a three-column layout to present distinct consumer personas.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
45
The slide uses a collage of lifestyle and product imagery to humanize the target persona.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
46
The slide uses emotional storytelling to frame the brand's purpose.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
47
The slide uses a collage of photos and pull-quotes to humanize the brand experience.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
48
The slide uses a minimalist design with horizontal lines connecting the themes to their descriptions.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
49
Uses a split-image layout with a pink overlay for text and a list of three key behavioral shifts.summarize
Open slide detailBeat · SatisfactionLoop · Before After
50
The slide uses a split-screen visual approach to contrast physical interaction with digital social media usage.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
51
Uses a split-image layout to represent diverse consumer experiences in beauty/wellness.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
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front_matter
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53
The slide uses a simple linear process diagram to show brand maturity.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
54
The slide serves as a brand-focused mission statement or opening hook for the presentation.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
55
establish_context
Open slide detailBeat · SatisfactionLoop · Before After
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The slide uses a 'from' prefix, suggesting it is part of a 'from/to' transition or strategic shift narrative.establish_context
Open slide detailBeat · SatisfactionLoop · Before After
57
Uses a 'before-after' framing to contrast legacy positioning with new strategic pillars.frame_situation
Open slide detailBeat · SatisfactionLoop · Before After
58
Uses a 'from/to' framework to show brand evolution.present_solution
Open slide detailBeat · SatisfactionLoop · Before After
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The slide uses a simple linear timeline to represent the customer journey.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
60
Uses a hub-and-spoke diagram to represent the brand ecosystem.present_framework
Open slide detailBeat · SatisfactionLoop · Before After
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The slide uses a T-shaped diagram to represent the two strategic pillars.present_framework
Open slide detailBeat · Satisfaction
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The slide uses a vertical timeline-style list to emphasize the customer's perspective.summarize
Open slide detailBeat · Satisfaction
63
The slide uses a mood-board aesthetic to establish brand identity and emotional connection.establish_context
Open slide detailBeat · Satisfaction
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The slide uses a strong emotional visual (heart hands) to anchor the corporate mission statement.summarize
Open slide detailBeat · Satisfaction
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The slide uses a high-impact visual with brand-aligned typography and color palette.front_matter
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The slide uses a custom strategic framework layout with icons for each pillar.present_framework
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front_matter
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front_matter
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The slide uses a donut chart with a central image to visualize market segmentation.size_opportunity
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The slide highlights a +2.7 point market share gain for Ulta.analyze_data
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The slide uses a stacked bar chart to show the reduction in makeup's share of total sales and the growth of other categories.analyze_data
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The slide uses two bar charts to demonstrate the 'basket expansion' thesis, highlighting 10x and 4x growth multipliers.quantify_opportunity
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The slide uses a numbered list format to present four distinct strategic pillars.present_framework
Open slide detailBeat · Satisfaction
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transition
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The slide highlights a significant recovery in H1 2021 following the 2020 decline.analyze_data
Open slide detailBeat · Satisfaction
76
The slide uses a visual timeline-like structure to map four distinct trends to consumer sentiments.summarize
Open slide detailBeat · Satisfaction
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summarize
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The slide highlights a significant recovery and growth in H1 2021 following a slight decline in 2020.analyze_data
Open slide detailBeat · Satisfaction
79
The slide uses a visual timeline-like structure to map specific product/condition trends to consumer sentiments.summarize
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prioritize
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The slide highlights a significant growth rebound in H1 2021 following a decline in 2020.analyze_data
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82
The slide maps four consumer sentiments to four specific product/market trends using a visual layout.present_framework
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prioritize
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The chart shows a significant growth spike in H1 2021 compared to previous years.analyze_data
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summarize
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front_matter
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The slide uses a horizontal list format to present three distinct strategic pillars.present_framework
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88
The slide uses a visual list format to represent the five core pillars of the brand's sustainability and ethical program.present_framework
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The slide uses a three-column layout to represent a strategic roadmap or pillar structure.present_solution
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other
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present_solution
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The slide uses a horizontal timeline-like structure to categorize wellness products into five distinct segments.decompose_segments
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The slide uses a three-column layout to represent a phased approach to business development.plan_implementation
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front_matter
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The slide uses a visual grouping framework to illustrate the composition of the 'Exclusive Products' revenue stream.analyze_data
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The slide uses a three-column layout to categorize the brand's strategic pillars.present_framework
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transition
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present_solution
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99
The slide uses a visual of a mobile app interface to illustrate the '21 Days of Beauty' event as an example of their promotional strategy.present_framework
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summarize
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introduce_nominees
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front_matter
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The slide uses a quote to humanize the company's digital transformation strategy.illustrate_case
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104
The diagram uses a hub-and-spoke style layout with a central photo of an associate.present_framework
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105
The slide uses a stacked bar chart to show the composition of spend/frequency for omnichannel guests.summarize
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106
The chart tracks member distribution across in-store only, online only, and omnichannel segments.analyze_data
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107
The slide uses a cloud-like flow diagram to illustrate the non-linear nature of the customer journey.illustrate_case
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The slide uses a cloud-like graphic structure to represent the non-linear nature of the customer journey.present_framework
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The slide uses a cloud-like graphic to connect various stages of the customer journey.illustrate_case
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The slide uses a non-linear, cloud-like flow to represent the customer journey.present_framework
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111
The slide uses a cloud-like flow diagram to illustrate the non-linear nature of the customer journey.present_framework
Open slide detailBeat · Action
112
The slide uses a cloud-like flow diagram to represent the non-linear nature of the customer journey.illustrate_case
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113
The slide uses a custom circular diagram to represent the customer journey stages.present_framework
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summarize
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transition
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116
The slide uses a split-screen layout with a lifestyle image on the left and three key value propositions plus a supporting metric on the right.summarize
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Part of a historical timeline of store expansion.establish_context
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118
The map visualizes store density across the US, distinguishing between standalone stores and shop-in-shop locations.establish_context
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The chart includes a 'Future' projection of 1,500-1,700 stores.quantify_opportunity
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Uses a 3-column matrix to categorize market opportunities based on share and profitability.size_opportunity
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