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Dec 5 Some retail stocks such as $ULTA indicate that consumers are spending but on cheaper beauty

Dec 5 Some retail stocks such as $ULTA indicate that consumers are spending but on cheaper beauty

$MDB $ULTA $CRWD

Mukund Mohan
December 04, 2025

Market

“We will know tomorrow if inflation is going to be a problem again tomorrow with PCE (expectations are for 0.3% increase). If higher, then expect a Fed interest rate cut unlikely to be confirmed” 😊 😋

Slower recovery for the NASDAQ and S&P500

Ulta beauty shares rose up 6% on good earnings and a good Q4 forecast. The company now expects $12.3B in revenue vs $12B estimate for 2025. Rubrick $RBRK ( ▼ 1.37% ) shares moved up 15% on a revenue beat.

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