US Softlines Retail "Growth and Momentum Tracker; Volume 18: What the..."

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US Softlines Retail "Growth and Momentum Tracker; Volume 18: What the..."

Global Research

29 June 2026ab

US Softlines Retail Equities

AmericasGrowth and Momentum Tracker; Volume 18:

What the Stats Say Retailers, Specialty

Jay Sole

Analyst

jay.sole@ubs.com

This report provides a statistical view of Softline stocks: +1-212-713 3559

Our Softlines stock picking process combines our fundamental views with quantitative Mauricio Serna, CFA

analyses. This report provides stats which aid quantitative analyses. We like Buy-rated Analyst

AEO, ANF, AS, ATZ, BIRK, BOOT, BURL, DECK, GAP, GIL, GRGD, KTB, LEVI, ONON, PVH, mauricio.serna@ubs.com

RL, SIG, TPR, UAA, TJX, and WWW over Sell-rated COLM, DDS, KSS, and M. +1-212-713 9028

Natalie Koltermann

What's inside this report? Associate Analyst

The main analyses in this report include: 1) Stocks with the best sales, margin, and EPS natalie.koltermann@ubs.com

growth outlooks; 2) Stocks with the best sales, margin, and EPS growth momentum +1-212-713 4229

outlooks; and 3) Stocks with the best ROIC, balance sheet, and buyback outlooks. We Aditya Kulkarni

also include tables comparing our estimates to consensus and analyses pointing to Associate Analyst

what's priced in. Lastly, we show an annual financial model for all 45 stocks in our aditya.kulkarni@ubs.com

Softlines coverage universe. See the table of contents for more detail. +1-212-713 1098

Serge Severenchuk

Which stocks have the highest growth potential? Associate Analyst

Sales: These stocks should have the highest growth over the next: serge.severenchuk@ubs.com

+1-212-713 4856

Quarter: GIL, GRGD, ATZ, AS, ONON Srikar Vinjamuri

12 months: GIL, ATZ, ONON, AS, BOOT Associate Analyst

srikar.vinjamuri@ubs.com

4 years: ONON, GIL, AS, ATZ, BIRK +1-212-713 3448