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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	1,035	-94	-8%	$29.2B
2	2 Brown-Forman Class B BF.B $13B	623	-33	-5%	$9.2B
3	3 Tapestry TPR $22.8B	570	-18	-3%	$6.08B
4	4 Ferrari RACE $67.9B	521	+6	+1%	$17.1B
5	5 Ralph Lauren RL $22.4B	384	+4	+1%	$4.82B
6	6 Capri Holdings CPRI $1.71B	380	+40	+12%	$5.43B
7	7 Coty COTY $2.59B	338	+6	+2%	$4.05B
8	8 Interparfums IPAR $3.67B	274	+12	+5%	$2.4B
9	9 Signet Jewelers SIG $4.14B	249	-5	-2%	$3.43B
10	10 Oxford Industries OXM $390M	243	+13	+6%	$1.35B
11	11 Brown-Forman Class A BF.A $13.2B	185	-12	-6%	$1.04B
12	FTCH 12 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	175	-36	-17%	$491M
13	13 Movado Group MOV $719M	149	-1	-0.7%	$393M
14	14 DELISTED The Duckhorn Portfolio, Inc. NAPA	148	-10	-6%	$1.15B
15	15 The RealReal REAL $1.11B	139	+4	+3%	$96.5M
16	16 Canada Goose Holdings GOOS $772M	119	-9	-7%	$757M
17	17 Playboy Inc PLBY $119M	73	-22	-23%	$19.4M
18	18 1stdibs.com DIBS $133M	71	-3	-4%	$69.8M
19	19 Zegna ZGN $3.44B	57	-7	-11%	$513M
20	20 Brilliant Earth BRLT $24.3M	42	-6	-13%	$108M
21	21 Envela ELA $309M	38	-4	-10%	$11.1M
22	22 LuxExperience B.V. LUXE $1.3B	34	-2	-6%	$45.4M
23	23 DELISTED Charles & Colvard Ltd CTHR	31	+4	+15%	$3.44M
24	24 Vince Holding Corp VNCE $154M	21	0	0%	$3.19M
25	25 Lanvin Group Holdings LANV $102M	12	+2	+20%	$397M