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Fortune
Fortune
Nick Lichtenberg

UBS took a sweeping look at the AI revolution and concluded the 'visible' impact is at least 3 years away for consumer firms

Robot (Credit: Getty Images)

A sweeping July 2025 report from UBS Evidence Lab highlights that artificial intelligence, and generative AI in particular, is rapidly becoming a strategic imperative for consumer-sector companies around the globe, but its not really “visible” yet.

“It’s becoming an essential strategic focus and a competitive differentiator across the entire value chain, not just a tool for efficiency,” the authors write. They see wide-reaching use cases, from demand forecasting to supply-chain automation to product recommendations, and believe it should provide a “more pleasant customer experience” on top of improving operations. The use of AI will be a critical factor going forward that separates winners and losers in the consumer space, they add. It’s just so early.

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