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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	842	-75	-8%	$15.9B
2	2 Tapestry TPR $22.8B	739	+67	+10%	$14.3B
3	3 Ferrari RACE $67.9B	718	+16	+2%	$26.1B
4	4 Brown-Forman Class B BF.B $13B	638	+25	+4%	$7.02B
5	5 Ralph Lauren RL $22.4B	561	+61	+12%	$9.24B
6	6 Coty COTY $2.59B	349	+19	+6%	$2.45B
7	7 Capri Holdings CPRI $1.71B	329	-61	-16%	$2.15B
8	8 Signet Jewelers SIG $4.14B	290	-30	-9%	$3.91B
9	9 Interparfums IPAR $3.67B	272	+3	+1%	$2.49B
10	10 Oxford Industries OXM $390M	221	-8	-3%	$1.36B
11	11 Brown-Forman Class A BF.A $13.2B	205	+1	+0.5%	$671M
12	12 The RealReal REAL $1.11B	190	+34	+22%	$843M
13	13 Movado Group MOV $719M	147	-10	-6%	$274M
14	14 Canada Goose Holdings GOOS $772M	115	-15	-12%	$336M
15	15 Zegna ZGN $3.44B	78	+11	+16%	$306M
16	16 1stdibs.com DIBS $133M	75	-3	-4%	$51.8M
17	17 Playboy Inc PLBY $119M	66	+15	+29%	$19.6M
18	18 Brilliant Earth BRLT $24.3M	43	+10	+30%	$76.6M
19	19 Envela ELA $309M	37	+6	+19%	$24.1M
20	20 LuxExperience B.V. LUXE $1.3B	35	+14	+67%	$107M
21	21 Vince Holding Corp VNCE $154M	20	0	0%	$3.49M
22	22 DELISTED Charles & Colvard Ltd CTHR	14	+1	+8%	$284K
23	23 Lanvin Group Holdings LANV $102M	7	-2	-22%	$196M
24	24 DELISTED Birks Group BGI	6	0	0%	$525K
25	25 Top Wealth Group Holding Ltd TWG $6.24M	5	+1	+25%	$100K