美国软质消费品_行业展望_2026 年初有望表现良好-US Softlines Retail _Industry Outlook_ Expect a Good 2026 Start_ Sole_ Industry Outlook_ Expect a Good 2026 Start

ab 22 December 2025 Powered by YES UBS Evidence Lab Global Research US Softlines Retail Industry Outlook: Expect a Good 2026 Start We remain bullish on Softlines stocks and are moderately more bullish m/m: New December survey data shows US consumers are feeling good overall and better m/ m. This is causing us to turn more bullish on Softline stocks than we were last month (link). We envision a satisfactory Holiday season finish and good 2026 start. We see few Softline companies missing consensus 4Q EPS expe ...