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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
1,233 +51 +4% $50.1B
BF.B icon
2
Brown-Forman Class B
BF.B
$13B
659 -19 -3% $9.84B
TPR icon
3
Tapestry
TPR
$22.8B
586 +10 +2% $9.38B
RACE icon
4
Ferrari
RACE
$67.9B
473 +34 +8% $15.8B
RL icon
5
Ralph Lauren
RL
$22.4B
389 +26 +7% $5.15B
CPRI icon
6
Capri Holdings
CPRI
$1.71B
372 -40 -10% $5.09B
COTY icon
7
Coty
COTY
$2.59B
308 -2 -0.6% $3.72B
SIG icon
8
Signet Jewelers
SIG
$4.14B
301 +31 +11% $3.62B
IPAR icon
9
Interparfums
IPAR
$3.67B
275 +47 +21% $2.53B
OXM icon
10
Oxford Industries
OXM
$390M
238 -8 -3% $1.51B
FTCH
11
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
220 -30 -12% $1.33B
BF.A icon
12
Brown-Forman Class A
BF.A
$13.2B
199 -16 -7% $1.06B
MOV icon
13
Movado Group
MOV
$719M
146 -22 -13% $417M
NAPA icon
14
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
144 +12 +9% $1.79B
REAL icon
15
The RealReal
REAL
$1.11B
143 +2 +1% $67.5M
GOOS icon
16
Canada Goose Holdings
GOOS
$772M
140 -5 -3% $1.1B
PLBY icon
17
Playboy Inc
PLBY
$119M
101 -6 -6% $59.3M
DIBS icon
18
1stdibs.com
DIBS
$133M
80 -4 -5% $84.2M
ZGN icon
19
Zegna
ZGN
$3.44B
57 +5 +10% $376M
BRLT icon
20
Brilliant Earth
BRLT
$24.3M
45 -1 -2% $147M
LUXE icon
21
LuxExperience B.V.
LUXE
$1.3B
39 -4 -9% $84M
ELA icon
22
Envela
ELA
$309M
36 +5 +16% $15.4M
CTHR icon
23
DELISTED
Charles & Colvard Ltd
CTHR
25 -6 -19% $6.07M
VNCE icon
24
Vince Holding Corp
VNCE
$154M
20 -5 -20% $13.2M
BGI icon
25
DELISTED
Birks Group
BGI
8 +2 +33% $2.56M