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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	1,068	+89	+9%	$54B
2	2 Brown-Forman Class B BF.B $13B	634	+7	+1%	$12.1B
3	3 Tapestry TPR $22.8B	478	+67	+16%	$7.6B
4	4 Ferrari RACE $67.9B	382	+31	+9%	$14.4B
5	5 Capri Holdings CPRI $1.71B	347	+94	+37%	$5.86B
6	6 Ralph Lauren RL $22.4B	339	-6	-2%	$4.71B
7	FTCH 7 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	267	+90	+51%	$16.1B
8	8 Coty COTY $2.59B	263	+3	+1%	$1.32B
9	9 Brown-Forman Class A BF.A $13.2B	204	+13	+7%	$1.56B
10	10 Signet Jewelers SIG $4.14B	200	+25	+14%	$1.48B
11	11 The RealReal REAL $1.11B	180	+28	+18%	$1.48B
12	12 Canada Goose Holdings GOOS $772M	162	+8	+5%	$1.69B
13	13 Interparfums IPAR $3.67B	151	+8	+6%	$1.08B
14	14 Oxford Industries OXM $390M	149	+4	+3%	$991M
15	15 Movado Group MOV $719M	139	+2	+1%	$246M
16	16 Envela ELA $309M	33	0	0%	$11.4M
17	17 DELISTED Charles & Colvard Ltd CTHR	29	+3	+12%	$5.87M
18	18 Playboy Inc PLBY $119M	24	+18	+300%	$41.5M
19	SECO 19 DELISTED Secoo Holding Limited ADR SECO	23	+3	+15%	$28.4M
20	20 Vince Holding Corp VNCE $154M	20	-3	-13%	$4.91M
21	21 DELISTED Birks Group BGI	6	+4	+200%	$139K
22	22 Agencia Comercial Spirits AGCC $652M	–	–	–	–
23	23 Bluemount Holdings BMHL $86.3M	–	–	–	–
24	24 Brilliant Earth BRLT $24.3M	–	–	–	–
25	25 1stdibs.com DIBS $133M	–	–	–	–