Ulta Beauty vs Chewy
Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ-listed (ULTA) largest US beauty retailer with 1,400+ stores and 44M loyalty members; prestige-to-mass-plus-salon format competing with Sephora and Target shop-in-shop for total beauty spend.
About
Ulta Beauty is the largest US beauty retailer — operating 1,400+ stores across 50 states that combine prestige, mass-market, and salon product sales with in-store salon and beauty services in a single destination format that no other beauty retailer matches. Listed on NASDAQ (NASDAQ: ULTA), Ulta generated approximately $11.3 billion in net sales in fiscal year 2024 and operates the Ultamate Rewards loyalty program with 44+ million members, which is among the largest loyalty programs in US retail.
Leading online pet retailer with $12B revenue and 20M active customers; Autoship subscriptions and expansion into veterinary clinics and pet health insurance.
About
Chewy is the leading online pet retailer in the United States, providing pet food, treats, supplies, medications, and veterinary services to over 20 million active customers. Founded in 2011 by Ryan Cohen and Michael Day and headquartered in Dania Beach, Florida, Chewy was acquired by PetSmart in 2017 for $3.35 billion — then the largest e-commerce acquisition ever — and subsequently went public in June 2019 at a $14.3 billion valuation. The company generates approximately $11-12 billion in annual net sales.
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