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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	1,134	+66	+6%	$59.5B
2	2 Brown-Forman Class B BF.B $13B	640	+6	+0.9%	$10.3B
3	3 Tapestry TPR $22.8B	545	+67	+14%	$10.4B
4	4 Ferrari RACE $67.9B	373	-9	-2%	$12.5B
5	5 Capri Holdings CPRI $1.71B	371	+24	+7%	$6.83B
6	6 Ralph Lauren RL $22.4B	342	+3	+0.9%	$5.52B
7	FTCH 7 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	311	+44	+16%	$15.8B
8	8 Coty COTY $2.59B	282	+19	+7%	$1.86B
9	9 Signet Jewelers SIG $4.14B	226	+26	+13%	$2.9B
10	10 Brown-Forman Class A BF.A $13.2B	193	-11	-5%	$1.33B
11	11 The RealReal REAL $1.11B	183	+3	+2%	$1.93B
12	12 Canada Goose Holdings GOOS $772M	161	-1	-0.6%	$1.98B
13	13 Interparfums IPAR $3.67B	154	+3	+2%	$1.25B
14	14 Movado Group MOV $719M	147	+8	+6%	$408M
15	15 Oxford Industries OXM $390M	145	-4	-3%	$1.28B
16	16 DELISTED The Duckhorn Portfolio, Inc. NAPA	71	+71	–	$299M
17	17 LuxExperience B.V. LUXE $1.3B	59	+59	–	$459M
18	18 Playboy Inc PLBY $119M	52	+28	+117%	$189M
19	19 DELISTED Charles & Colvard Ltd CTHR	39	+10	+34%	$18.4M
20	20 Envela ELA $309M	37	+4	+12%	$11.9M
21	SECO 21 DELISTED Secoo Holding Limited ADR SECO	27	+4	+17%	$29.2M
22	22 Vince Holding Corp VNCE $154M	21	+1	+5%	$8.77M
23	23 DELISTED Birks Group BGI	10	+4	+67%	$724K
24	24 Agencia Comercial Spirits AGCC $652M	–	–	–	–
25	25 Bluemount Holdings BMHL $86.3M	–	–	–	–