UBS
UBS Group AG (NYSE: UBS) warned that beverage alcohol faces a structural structural squeeze in North...
Article Summary
HOLD- UBS Group AG (NYSE: UBS) warned that beverage alcohol faces a structural structural squeeze in North America as younger consumers drink less and GLP-1 drugs add another drag to volumes, forecasting North America category growth of just 1.3% a year over 2025 to 2035, with volumes in structural decline and pricing and premiumisation left to do most of the work.
- The Swiss bank cited data showing only 32% of Gen Z drink alcohol weekly versus roughly 45% for older cohorts, with health and wellness as the main reason younger consumers are drinking less, while Gen Z also showed strongest inclination toward sobriety and abstinence periods.
- UBS also highlighted GLp-1 adoption as credible pressure point, with nearly half of GLP users surveyed saying they now drink less alcohol, adding to concerns around moderation, substitution and changing social habits.
- The bank said stock selection will increasingly hinge on premiumisation, share gains and geographic diversification, with stronger trajectories in Asia-Pacific and Latin America offsetting softer developed market demand.
Free users see 3 BUY signals per day. Premium unlocks all of them, plus instant email alerts.
See Plans
Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | -9.2% | 25% | 0.0 ptsDeclining (-9.2%) - NOT a growth stock |
| EPS Growth Next 5Y ? | 17.7% | 25% | 50.0 ptsMeets Minimum (17.7%) - Passes screener |
| Target Price Upside ? | 9.5% | 20% | 35.0 ptsBelow Screener (9.5%) - Target: $47.04 vs Current: $42.97 |
| Gross Margin % ? | — | 15% | 40.0 ptsNo Gross Margin Data |
| Drawdown from 52-Wk High ? | -13.0% | 15% | 40.0 ptsMild Pullback (-13.0%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About UBS
- UBS Group AG operates as a wealth manager and bank worldwide.
- It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy.
- The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers.
- Its Personal & Corporate Banking segment provides banking, retirement, financing, investments, and strategic transactions to private, corporate, and institutional customers through its branch network and digital channels in Switzerland.
- The Asset Management segment offers diversified asset management services.
- Its Investment Bank segment provides equities, foreign exchange, precious metals, research, advisory, and capital markets services to institutional, corporate, financial sponsor, and Global Wealth Management customers, as well as focused rates and credit platform.
- The company also offers lending products, such as securities-based lending, mortgages, structured products, and tailored solutions; collateralized lending residential and commercial real estate, primarily against securities, residential and commercial real estate, other real assets (such as ships and aircraft), private market and hedge fund interest; and unsecured lending.
- The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014.
- UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.