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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 $38.5B	917	-75	-8%	$20B
2	2 Ferrari RACE $69.6B	702	+46	+7%	$28.5B
3	3 Tapestry TPR $23.6B	672	+53	+9%	$9.82B
4	4 Brown-Forman Class B BF.B $13.2B	613	+26	+4%	$9.18B
5	5 Ralph Lauren RL $23.2B	500	-2	-0.4%	$8.07B
6	6 Capri Holdings CPRI $1.76B	390	+34	+10%	$4.13B
7	7 Coty COTY $2.79B	330	+6	+2%	$3.25B
8	8 Signet Jewelers SIG $4.38B	320	+23	+8%	$4.88B
9	9 Interparfums IPAR $3.72B	269	+5	+2%	$2.39B
10	10 Oxford Industries OXM $403M	229	-13	-5%	$1.41B
11	11 Brown-Forman Class A BF.A $13.5B	204	+18	+10%	$860M
12	12 DELISTED The Duckhorn Portfolio, Inc. NAPA	161	+16	+11%	$643M
13	13 Movado Group MOV $736M	157	+10	+7%	$263M
14	14 The RealReal REAL $1.24B	156	+2	+1%	$229M
15	15 Canada Goose Holdings GOOS $811M	130	+8	+7%	$459M
16	16 1stdibs.com DIBS $140M	78	+2	+3%	$71.4M
17	17 Zegna ZGN $3.57B	67	+8	+14%	$433M
18	18 Playboy Inc PLBY $126M	51	-7	-12%	$5.93M
19	19 Brilliant Earth BRLT $24M	33	-6	-15%	$77.3M
20	20 Envela ELA $316M	31	-7	-18%	$6.77M
21	21 LuxExperience B.V. LUXE $1.32B	21	+1	+5%	$35.4M
22	22 Vince Holding Corp VNCE $164M	20	-1	-5%	$3.6M
23	23 DELISTED Charles & Colvard Ltd CTHR	13	-3	-19%	$383K
24	24 Lanvin Group Holdings LANV $99.4M	9	-1	-10%	$167M
25	25 DELISTED Birks Group BGI	6	+1	+20%	$740K