Dillard's (DDS) Tops Q2 EPS by $1.15

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Go back to Dillard's (DDS) Tops Q2 EPS by $1.15

UBS says softline stocks are headed higher. Here are the top picks

August 18, 2025 4:00 PM EDT

UBS has turned bullish on U.S. softline retailers, saying new survey data show consumer spending intentions are strengthening and that stock prices are poised for a rebound.

We believe Softlines stock prices are headed higher, UBS analysts wrote, citing August survey results that indicate US consumer spending intentions have improved significantly.

UBS expects sales growth to accelerate, leading to P/E multiple expansion, and argued that our conversations with investors suggest... More