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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 Estee Lauder EL $36.8B	660	+10	+2%	$19.5B
2	2 Tapestry TPR $22.8B	574	+11	+2%	$11.6B
3	3 Brown-Forman Class B BF.B $13B	452	0	0%	$4.62B
4	4 Ralph Lauren RL $22.4B	361	-29	-7%	$3.82B
5	5 Capri Holdings CPRI $1.71B	357	-41	-10%	$4.65B
6	6 Coty COTY $2.59B	353	+12	+4%	$9.37B
7	7 Signet Jewelers SIG $4.14B	315	-25	-7%	$4.74B
8	8 Ferrari RACE $67.9B	219	+18	+9%	$5.01B
9	9 Oxford Industries OXM $390M	161	0	0%	$920M
10	10 Interparfums IPAR $3.67B	150	-9	-6%	$634M
11	11 Movado Group MOV $719M	141	-11	-7%	$384M
12	12 Brown-Forman Class A BF.A $13.2B	125	+5	+4%	$1.02B
13	13 Canada Goose Holdings GOOS $772M	118	+49	+71%	$577M
14	14 Vince Holding Corp VNCE $154M	44	-20	-31%	$3.31M
15	15 DELISTED Charles & Colvard Ltd CTHR	29	-4	-12%	$3.3M
16	16 DELISTED Birks Group BGI	6	-1	-14%	$31.6K
17	17 Agencia Comercial Spirits AGCC $652M	–	–	–	–
18	18 Bluemount Holdings BMHL $86.3M	–	–	–	–
19	19 Brilliant Earth BRLT $24.3M	–	–	–	–
20	20 1stdibs.com DIBS $133M	–	–	–	–
21	21 Envela ELA $309M	–	–	–	–
22	22 DELISTED Themes European Luxury ETF FINE	–	–	–	–
23	23 Kandal M Venture Ltd FMFC $2.72M	–	–	–	–
24	FTCH 24 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	–	–	–	–
25	25 DELISTED Adamas One Corp JEWL	–	–	–	–