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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	1,129	-104	-8%	$39.6B
2	2 Brown-Forman Class B BF.B $13B	656	-3	-0.5%	$10.5B
3	3 Tapestry TPR $22.8B	588	+2	+0.3%	$9.09B
4	4 Ferrari RACE $67.9B	515	+42	+9%	$18.5B
5	5 Ralph Lauren RL $22.4B	380	-9	-2%	$5.53B
6	6 Capri Holdings CPRI $1.71B	340	-32	-9%	$3.68B
7	7 Coty COTY $2.59B	332	+24	+8%	$4.22B
8	8 Interparfums IPAR $3.67B	262	-13	-5%	$2.41B
9	9 Signet Jewelers SIG $4.14B	254	-47	-16%	$3.09B
10	10 Oxford Industries OXM $390M	230	-8	-3%	$1.37B
11	FTCH 11 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	211	-9	-4%	$1.64B
12	12 Brown-Forman Class A BF.A $13.2B	197	-2	-1%	$1.21B
13	13 DELISTED The Duckhorn Portfolio, Inc. NAPA	158	+14	+10%	$1.43B
14	14 Movado Group MOV $719M	150	+4	+3%	$378M
15	15 The RealReal REAL $1.11B	135	-8	-6%	$101M
16	16 Canada Goose Holdings GOOS $772M	128	-12	-9%	$932M
17	17 Playboy Inc PLBY $119M	95	-6	-6%	$44.6M
18	18 1stdibs.com DIBS $133M	74	-6	-8%	$74.1M
19	19 Zegna ZGN $3.44B	64	+7	+12%	$397M
20	20 Brilliant Earth BRLT $24.3M	48	+3	+7%	$145M
21	21 Envela ELA $309M	42	+6	+17%	$18.5M
22	22 LuxExperience B.V. LUXE $1.3B	36	-3	-8%	$41.5M
23	23 DELISTED Charles & Colvard Ltd CTHR	27	+2	+8%	$6M
24	24 Vince Holding Corp VNCE $154M	21	+1	+5%	$5.98M
25	25 Lanvin Group Holdings LANV $102M	10	+2	+25%	$473M