Buy these stocks as pent-up consumer spending is unleashed this year, says UBS

Shanghai Disneyland reopened in early May.
Hu Chengwei

Stocks such as Disney and Uber will benefit from an explosion in consumer spending as the world returns to normal, UBS said Thursday.

"The capacity for US consumers to spend is massive and growing," UBS chief U.S. equity strategist Keith Parker said in a note to clients.