Longevity Weekly Pulse: Robust 1Q26 for Consumer Companies

UBS reviews strong 1Q26 earnings for consumer-focused companies within its Longevity thematic list, highlighting L'Oréal, Viking Holdings, and Life Time Group. The report emphasizes how an aging global population is fueling demand beyond healthcare into beauty, fitness, and premium travel.

Key Takeaways

• 1.Aging global populations are driving growth in non-healthcare consumer sectors, specifically beauty, wellness, and travel.
• 2.Consumer companies L'Oréal, Viking Holdings, and Life Time Group reported solid 1Q26 results outperforming market expectations.
• 3.Healthcare remains the core of the 'Longevity' equity list, but non-healthcare consumer stocks provide significant diversification.

Table of Contents

• Longevity weekly pulse #57: Robust 1Q26 for consumer companies
• Thoughts of the week
• Result details
• Charts of the week
• Risk Table
• 12 month rating history
• Appendix
• Equity selection system
• Global asset class preferences definitions
• Statement of Risk
• Risk information

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