UBS strategists have run a quant analysis and arrived a handful of retail stocks it’s particularly bullish one right now.

In a recent client note, analyst Jay Sole laid out his team’s top picks for the next three months, based on three key technical factors: high enterprise value relative to operating earnings, high P/E ratio, and daily price fluctuations.

The analysis centers around the bullish thesis that expensive, volatile retail stocks are the most likely to outperform in the short term.

Here are the four top names that UBS ranks as likely retail winners for summer 2026.