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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
1,125 -31 -3% $43.7B
BF.B icon
2
Brown-Forman Class B
BF.B
$13B
664 +3 +0.5% $10.1B
TPR icon
3
Tapestry
TPR
$22.8B
550 -8 -1% $6.45B
RACE icon
4
Ferrari
RACE
$67.9B
400 -15 -4% $11.4B
CPRI icon
5
Capri Holdings
CPRI
$1.71B
364 -23 -6% $4.57B
RL icon
6
Ralph Lauren
RL
$22.4B
332 -3 -0.9% $3.75B
COTY icon
7
Coty
COTY
$2.59B
298 +1 +0.3% $1.99B
FTCH
8
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
262 +16 +7% $2.24B
SIG icon
9
Signet Jewelers
SIG
$4.14B
258 -18 -7% $2.72B
OXM icon
10
Oxford Industries
OXM
$390M
240 +24 +11% $1.34B
BF.A icon
11
Brown-Forman Class A
BF.A
$13.2B
212 -2 -0.9% $1.14B
IPAR icon
12
Interparfums
IPAR
$3.67B
198 -12 -6% $1.34B
REAL icon
13
The RealReal
REAL
$1.11B
164 -25 -13% $97.7M
MOV icon
14
Movado Group
MOV
$719M
159 -20 -11% $417M
GOOS icon
15
Canada Goose Holdings
GOOS
$772M
140 -1 -0.7% $700M
NAPA icon
16
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
132 +14 +12% $1.62B
PLBY icon
17
Playboy Inc
PLBY
$119M
111 -13 -10% $108M
DIBS icon
18
1stdibs.com
DIBS
$133M
79 +12 +18% $129M
ZGN icon
19
Zegna
ZGN
$3.44B
52 +4 +8% $245M
BRLT icon
20
Brilliant Earth
BRLT
$24.3M
45 +2 +5% $37M
LUXE icon
21
LuxExperience B.V.
LUXE
$1.3B
45 +1 +2% $161M
ELA icon
22
Envela
ELA
$309M
33 +8 +32% $8.95M
CTHR icon
23
DELISTED
Charles & Colvard Ltd
CTHR
32 -3 -9% $7.2M
VNCE icon
24
Vince Holding Corp
VNCE
$154M
23 +1 +5% $4.22M
SECO
25
DELISTED
Secoo Holding Limited ADR
SECO
11 -2 -15% $3.1M
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