← All themes

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	1,060	+24	+2%	$32B
2	2 Ferrari RACE $67.9B	657	+82	+14%	$24.6B
3	3 Tapestry TPR $22.8B	640	+31	+5%	$10.1B
4	4 Brown-Forman Class B BF.B $13B	614	-2	-0.3%	$8.39B
5	5 Ralph Lauren RL $22.4B	498	+62	+14%	$7.72B
6	6 Capri Holdings CPRI $1.71B	355	-16	-4%	$4.45B
7	7 Coty COTY $2.59B	317	-4	-1%	$4.15B
8	8 Signet Jewelers SIG $4.14B	306	+15	+5%	$4.62B
9	9 Interparfums IPAR $3.67B	281	-3	-1%	$2.54B
10	10 Oxford Industries OXM $390M	253	-1	-0.4%	$1.7B
11	11 Brown-Forman Class A BF.A $13.2B	189	-3	-2%	$945M
12	12 The RealReal REAL $1.11B	154	+17	+12%	$255M
13	13 Movado Group MOV $719M	152	+4	+3%	$419M
14	14 DELISTED The Duckhorn Portfolio, Inc. NAPA	147	-5	-3%	$1.04B
15	15 Canada Goose Holdings GOOS $772M	128	+4	+3%	$484M
16	16 1stdibs.com DIBS $133M	77	+1	+1%	$107M
17	17 Zegna ZGN $3.44B	70	+11	+19%	$636M
18	18 Playboy Inc PLBY $119M	60	-14	-19%	$9.06M
19	19 Brilliant Earth BRLT $24.3M	41	-1	-2%	$108M
20	20 Envela ELA $309M	39	0	0%	$9.6M
21	21 DELISTED Charles & Colvard Ltd CTHR	25	+1	+4%	$1.2M
22	22 LuxExperience B.V. LUXE $1.3B	23	-1	-4%	$28.2M
23	23 Vince Holding Corp VNCE $154M	18	-5	-22%	$6.27M
24	24 Lanvin Group Holdings LANV $102M	11	+2	+22%	$138M
25	25 DELISTED Adamas One Corp JEWL	9	-3	-25%	$94.7K