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UBS says softline stocks are headed higher. Here are the top picks
August 18, 2025 4:00 PM EDTUBS 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
