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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Tapestry TPR $22.8B	1,102	+16	+1%	$29.1B
2	2 Estee Lauder EL $36.8B	833	-3	-0.4%	$18.1B
3	3 Ralph Lauren RL $22.4B	806	+12	+2%	$15.7B
4	4 Ferrari RACE $67.9B	717	-2	-0.3%	$22.6B
5	5 Brown-Forman Class B BF.B $13B	596	+15	+3%	$5.31B
6	6 Signet Jewelers SIG $4.14B	334	-22	-6%	$3.75B
7	7 Interparfums IPAR $3.67B	314	+4	+1%	$2.4B
8	8 Coty COTY $2.59B	311	-15	-5%	$823M
9	9 Capri Holdings CPRI $1.71B	292	-23	-7%	$2.1B
10	10 The RealReal REAL $1.11B	252	+4	+2%	$1.33B
11	11 Brown-Forman Class A BF.A $13.2B	211	+2	+1%	$523M
12	12 Oxford Industries OXM $390M	194	-3	-2%	$549M
13	13 Movado Group MOV $719M	183	+19	+12%	$581M
14	14 Zegna ZGN $3.44B	134	+9	+7%	$980M
15	15 Canada Goose Holdings GOOS $772M	113	-4	-3%	$233M
16	16 Envela ELA $309M	93	+19	+26%	$145M
17	17 1stdibs.com DIBS $133M	86	+1	+1%	$64.4M
18	18 Playboy Inc PLBY $119M	85	-1	-1%	$44.1M
19	19 LuxExperience B.V. LUXE $1.3B	57	+4	+8%	$171M
20	20 Brilliant Earth BRLT $24.3M	37	+1	+3%	$4.8M
21	21 Vince Holding Corp VNCE $154M	35	+6	+21%	$13M
22	22 DELISTED Birks Group BGI	9	+4	+80%	$153K
23	23 Lanvin Group Holdings LANV $102M	9	0	0%	$142M
24	24 Agencia Comercial Spirits AGCC $652M	7	-1	-13%	$588K
25	25 Kandal M Venture Ltd FMFC $2.72M	7	+1	+17%	$91K