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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	1,156	-49	-4%	$52B
2	2 Brown-Forman Class B BF.B $13B	661	+3	+0.5%	$10.5B
3	3 Tapestry TPR $22.8B	558	+11	+2%	$6.67B
4	4 Ferrari RACE $67.9B	415	-15	-3%	$11.2B
5	5 Capri Holdings CPRI $1.71B	387	-8	-2%	$5.05B
6	6 Ralph Lauren RL $22.4B	335	-27	-7%	$3.96B
7	7 Coty COTY $2.59B	297	-5	-2%	$2.52B
8	8 Signet Jewelers SIG $4.14B	276	-11	-4%	$2.64B
9	FTCH 9 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	246	-33	-12%	$2.09B
10	10 Oxford Industries OXM $390M	216	+1	+0.5%	$1.32B
11	11 Brown-Forman Class A BF.A $13.2B	214	+1	+0.5%	$1.09B
12	12 Interparfums IPAR $3.67B	210	+9	+4%	$1.3B
13	13 The RealReal REAL $1.11B	189	+5	+3%	$202M
14	14 Movado Group MOV $719M	179	+6	+3%	$466M
15	15 Canada Goose Holdings GOOS $772M	141	-1	-0.7%	$846M
16	16 Playboy Inc PLBY $119M	124	-18	-13%	$165M
17	17 DELISTED The Duckhorn Portfolio, Inc. NAPA	118	-2	-2%	$2.4B
18	18 1stdibs.com DIBS $133M	67	+1	+2%	$112M
19	19 Zegna ZGN $3.44B	48	+28	+140%	$240M
20	20 LuxExperience B.V. LUXE $1.3B	44	-11	-20%	$143M
21	21 Brilliant Earth BRLT $24.3M	43	-4	-9%	$28M
22	22 DELISTED Charles & Colvard Ltd CTHR	35	+4	+13%	$9.93M
23	23 Envela ELA $309M	25	-2	-7%	$10.4M
24	24 Vince Holding Corp VNCE $154M	22	0	0%	$5.39M
25	SECO 25 DELISTED Secoo Holding Limited ADR SECO	13	+2	+18%	$2.21M