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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 $38.5B	1,182	+57	+5%	$50.6B
2	2 Brown-Forman Class B BF.B $13.2B	678	+14	+2%	$9.93B
3	3 Tapestry TPR $23.6B	576	+26	+5%	$8.22B
4	4 Ferrari RACE $69.6B	439	+39	+10%	$12.4B
5	5 Capri Holdings CPRI $1.76B	412	+48	+13%	$6.61B
6	6 Ralph Lauren RL $23.2B	363	+31	+9%	$4.57B
7	7 Coty COTY $2.79B	310	+12	+4%	$2.65B
8	8 Signet Jewelers SIG $4.38B	270	+12	+5%	$3.03B
9	FTCH 9 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	250	-12	-5%	$1.21B
10	10 Oxford Industries OXM $403M	246	+6	+3%	$1.3B
11	11 Interparfums IPAR $3.72B	228	+30	+15%	$1.63B
12	12 Brown-Forman Class A BF.A $13.5B	215	+3	+1%	$1.09B
13	13 Movado Group MOV $736M	168	+9	+6%	$442M
14	14 Canada Goose Holdings GOOS $811M	145	+5	+4%	$879M
15	15 The RealReal REAL $1.24B	141	-23	-14%	$73M
16	16 DELISTED The Duckhorn Portfolio, Inc. NAPA	132	0	0%	$1.84B
17	17 Playboy Inc PLBY $126M	107	-4	-4%	$74.5M
18	18 1stdibs.com DIBS $140M	84	+5	+6%	$106M
19	19 Zegna ZGN $3.57B	52	0	0%	$260M
20	20 Brilliant Earth BRLT $24M	46	+1	+2%	$163M
21	21 LuxExperience B.V. LUXE $1.32B	43	-2	-4%	$118M
22	22 DELISTED Charles & Colvard Ltd CTHR	31	-1	-3%	$5.88M
23	23 Envela ELA $316M	31	-2	-6%	$8.87M
24	24 Vince Holding Corp VNCE $164M	25	+2	+9%	$14.6M
25	25 Lanvin Group Holdings LANV $99.4M	10	+10	–	$813M