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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	1,036	+1	+0.1%	$30.1B
2	2 Brown-Forman Class B BF.B $13B	616	-7	-1%	$9.11B
3	3 Tapestry TPR $22.8B	609	+39	+7%	$7.73B
4	4 Ferrari RACE $67.9B	575	+54	+10%	$19.5B
5	5 Ralph Lauren RL $22.4B	436	+52	+14%	$5.74B
6	6 Capri Holdings CPRI $1.71B	371	-9	-2%	$5.09B
7	7 Coty COTY $2.59B	321	-17	-5%	$4.71B
8	8 Signet Jewelers SIG $4.14B	291	+42	+17%	$5.06B
9	9 Interparfums IPAR $3.67B	284	+10	+4%	$2.56B
10	10 Oxford Industries OXM $390M	254	+11	+5%	$1.43B
11	11 Brown-Forman Class A BF.A $13.2B	192	+7	+4%	$1.08B
12	12 DELISTED The Duckhorn Portfolio, Inc. NAPA	152	+4	+3%	$1.11B
13	13 Movado Group MOV $719M	148	-1	-0.7%	$458M
14	14 The RealReal REAL $1.11B	137	-2	-1%	$115M
15	15 Canada Goose Holdings GOOS $772M	124	+5	+4%	$541M
16	16 1stdibs.com DIBS $133M	76	+5	+7%	$90.4M
17	17 Playboy Inc PLBY $119M	74	+1	+1%	$23.6M
18	18 Zegna ZGN $3.44B	59	+2	+4%	$427M
19	19 Brilliant Earth BRLT $24.3M	42	0	0%	$136M
20	20 Envela ELA $309M	39	+1	+3%	$10.5M
21	21 DELISTED Charles & Colvard Ltd CTHR	24	-7	-23%	$1.6M
22	22 LuxExperience B.V. LUXE $1.3B	24	-10	-29%	$27.3M
23	23 Vince Holding Corp VNCE $154M	23	+2	+10%	$6.97M
24	FTCH 24 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	22	-153	-87%	$150K
25	25 DELISTED Adamas One Corp JEWL	12	+3	+33%	$130K