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UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

Wall Street mixed on Burberry as UBS upgrades, Deutsche Bank downgrades the stock

Thu, 15 May 2025 07:52:09 -0500

Investing.com -- Wall Street analysts are divided on the outlook for Burberry (LON:BRBY) following its latest quarterly results and strategy update.

UBS upgraded the stock to Buy from Neutral, raising its price target to 1,400p from 918p. The bank cited a more focused strategy aligned with Burberry’s heritage as a key reason for turning positive.

UBS analysts said the renewed emphasis on outerwear, heritage styles, and more accessible price points comes at a time when luxury consumers are showing signs of fatigue.

“The weakness in the luxury sector due to limited newness and stretched price points, will enable

Wall Street mixed on Burberry as UBS upgrades, Deutsche Bank downgrades the stock

Thu, 15 May 2025 07:52:09 -0500

Investing.com -- Wall Street analysts are divided on the outlook for Burberry (LON:BRBY) following its latest quarterly results and strategy update.

UBS analysts said the renewed emphasis on outerwear, heritage styles, and more accessible price points comes at a time when luxury consumers are showing signs of fatigue.

“The weakness in the luxury sector due to limited newness and stretched price points, will enable

Wall Street mixed on Burberry as UBS upgrades, Deutsche Bank downgrades the stock

Thu, 15 May 2025 07:52:09 -0500

Investing.com -- Wall Street analysts are divided on the outlook for Burberry (LON:BRBY) following its latest quarterly results and strategy update.

UBS analysts said the renewed emphasis on outerwear, heritage styles, and more accessible price points comes at a time when luxury consumers are showing signs of fatigue.

“The weakness in the luxury sector due to limited newness and stretched price points, will enable

Wall Street mixed on Burberry as UBS upgrades, Deutsche Bank downgrades the stock

Thu, 15 May 2025 07:52:09 -0500

Investing.com -- Wall Street analysts are divided on the outlook for Burberry (LON:BRBY) following its latest quarterly results and strategy update.

UBS analysts said the renewed emphasis on outerwear, heritage styles, and more accessible price points comes at a time when luxury consumers are showing signs of fatigue.

“The weakness in the luxury sector due to limited newness and stretched price points, will enable

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

The analyst commented: "US driven optimism supporting consumer stocks has unwound rapidly in the past month due to Trump tariffs, government layoffs and disorderly policy. US macro indicators confirm initial moderation (consumer confidence, nowcast GDP, PMIs) and consumer companies are guiding cautiously or flagging subdued current trading (Amazon, Walmart, Inditex, Puma, Hugo Boss, Foot Locker, Costco), which combined with negative wealth effects has driven Luxury sector -13%, Sporting -11%, PANDORA -12%.

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America

RBC Capital Luxury Datawatch Stock Picks

Wed, 19 Mar 2025 10:39:24 -0500

RBC Capital Luxury Datawatch Stock Picks

We conduct a mini-review of the US luxury sector and note 3-4ppt downside risk to our +7% base case forecast (noting each 1ppt N America