← 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	992	-68	-6%	$21.9B
2	2 Ferrari RACE $67.9B	656	-1	-0.2%	$22.9B
3	3 Tapestry TPR $22.8B	619	-21	-3%	$8.91B
4	4 Brown-Forman Class B BF.B $13B	587	-27	-4%	$7.5B
5	5 Ralph Lauren RL $22.4B	502	+4	+0.8%	$7.31B
6	6 Capri Holdings CPRI $1.71B	356	+1	+0.3%	$3.27B
7	7 Coty COTY $2.59B	324	+7	+2%	$3.47B
8	8 Signet Jewelers SIG $4.14B	297	-9	-3%	$4.3B
9	9 Interparfums IPAR $3.67B	264	-17	-6%	$2.14B
10	10 Oxford Industries OXM $390M	242	-11	-4%	$1.63B
11	11 Brown-Forman Class A BF.A $13.2B	186	-3	-2%	$787M
12	12 The RealReal REAL $1.11B	154	0	0%	$223M
13	13 Movado Group MOV $719M	147	-5	-3%	$377M
14	14 DELISTED The Duckhorn Portfolio, Inc. NAPA	145	-2	-1%	$800M
15	15 Canada Goose Holdings GOOS $772M	122	-6	-5%	$519M
16	16 1stdibs.com DIBS $133M	76	-1	-1%	$69.2M
17	17 Zegna ZGN $3.44B	59	-11	-16%	$541M
18	18 Playboy Inc PLBY $119M	58	-2	-3%	$6.2M
19	19 Brilliant Earth BRLT $24.3M	39	-2	-5%	$80.2M
20	20 Envela ELA $309M	38	-1	-3%	$6.11M
21	21 Vince Holding Corp VNCE $154M	21	+3	+17%	$2.74M
22	22 LuxExperience B.V. LUXE $1.3B	20	-3	-13%	$46.6M
23	23 DELISTED Charles & Colvard Ltd CTHR	16	-9	-36%	$483K
24	24 Lanvin Group Holdings LANV $102M	10	-1	-9%	$175M
25	25 DELISTED Adamas One Corp JEWL	9	0	0%	$64K