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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 Tapestry TPR $22.8B	813	+74	+10%	$14.8B
2	2 Estee Lauder EL $36.8B	794	-48	-6%	$14.2B
3	3 Ferrari RACE $67.9B	749	+31	+4%	$27.7B
4	4 Brown-Forman Class B BF.B $13B	644	+6	+0.9%	$6.73B
5	5 Ralph Lauren RL $22.4B	600	+39	+7%	$8.64B
6	6 Capri Holdings CPRI $1.71B	333	+4	+1%	$2.25B
7	7 Coty COTY $2.59B	323	-26	-7%	$1.95B
8	8 Interparfums IPAR $3.67B	291	+19	+7%	$2.24B
9	9 Signet Jewelers SIG $4.14B	278	-12	-4%	$2.66B
10	10 Oxford Industries OXM $390M	217	-4	-2%	$977M
11	11 The RealReal REAL $1.11B	210	+20	+11%	$492M
12	12 Brown-Forman Class A BF.A $13.2B	207	+2	+1%	$632M
13	13 Movado Group MOV $719M	142	-5	-3%	$231M
14	14 Canada Goose Holdings GOOS $772M	109	-6	-5%	$246M
15	15 Zegna ZGN $3.44B	87	+9	+12%	$251M
16	16 1stdibs.com DIBS $133M	77	+2	+3%	$44.6M
17	17 Playboy Inc PLBY $119M	66	0	0%	$18.6M
18	18 LuxExperience B.V. LUXE $1.3B	41	+6	+17%	$127M
19	19 Brilliant Earth BRLT $24.3M	40	-3	-7%	$57.1M
20	20 Envela ELA $309M	38	+1	+3%	$21.9M
21	21 Vince Holding Corp VNCE $154M	27	+7	+35%	$1.74M
22	22 DELISTED Charles & Colvard Ltd CTHR	13	-1	-7%	$240K
23	23 DELISTED Birks Group BGI	7	+1	+17%	$279K
24	24 Lanvin Group Holdings LANV $102M	7	0	0%	$233M
25	25 DELISTED PERFECT MOMENT LTD PMNT	6	+2	+50%	$714K