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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
EL icon
1
Estee Lauder
EL
$36.8B
1,205 -55 -4% $55.1B
BF.B icon
2
Brown-Forman Class B
BF.B
$13B
658 +3 +0.5% $10.1B
TPR icon
3
Tapestry
TPR
$22.8B
547 -4 -0.7% $8.65B
RACE icon
4
Ferrari
RACE
$67.9B
430 -20 -4% $13.1B
CPRI icon
5
Capri Holdings
CPRI
$1.71B
395 +9 +2% $6.81B
RL icon
6
Ralph Lauren
RL
$22.4B
362 +21 +6% $4.95B
COTY icon
7
Coty
COTY
$2.59B
302 -13 -4% $2.86B
SIG icon
8
Signet Jewelers
SIG
$4.14B
287 -13 -4% $3.54B
FTCH
9
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
279 -16 -5% $4.55B
OXM icon
10
Oxford Industries
OXM
$390M
215 +6 +3% $1.34B
BF.A icon
11
Brown-Forman Class A
BF.A
$13.2B
213 +5 +2% $976M
IPAR icon
12
Interparfums
IPAR
$3.67B
201 0 0% $1.57B
REAL icon
13
The RealReal
REAL
$1.11B
184 -4 -2% $595M
MOV icon
14
Movado Group
MOV
$719M
173 -1 -0.6% $584M
GOOS icon
15
Canada Goose Holdings
GOOS
$772M
142 -13 -8% $1.23B
PLBY icon
16
Playboy Inc
PLBY
$119M
142 0 0% $355M
NAPA icon
17
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
120 +11 +10% $2.01B
DIBS icon
18
1stdibs.com
DIBS
$133M
66 -2 -3% $156M
LUXE icon
19
LuxExperience B.V.
LUXE
$1.3B
55 +4 +8% $205M
BRLT icon
20
Brilliant Earth
BRLT
$24.3M
47 -3 -6% $77.2M
CTHR icon
21
DELISTED
Charles & Colvard Ltd
CTHR
31 -3 -9% $13.4M
ELA icon
22
Envela
ELA
$309M
27 0 0% $6.79M
VNCE icon
23
Vince Holding Corp
VNCE
$154M
22 +2 +10% $5.61M
ZGN icon
24
Zegna
ZGN
$3.44B
20 +4 +25% $207M
SECO
25
DELISTED
Secoo Holding Limited ADR
SECO
11 -2 -15% $3.56M