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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 $23.6B	952	+78	+9%	$22.1B
2	2 Estee Lauder EL $38.5B	823	+12	+1%	$19.1B
3	3 Ferrari RACE $69.6B	774	-2	-0.3%	$30.3B
4	4 Ralph Lauren RL $23.2B	692	+31	+5%	$11.8B
5	5 Brown-Forman Class B BF.B $13.2B	628	-13	-2%	$6.06B
6	6 Signet Jewelers SIG $4.38B	318	+2	+0.6%	$4.39B
7	7 Interparfums IPAR $3.72B	306	-7	-2%	$1.96B
8	8 Capri Holdings CPRI $1.76B	305	+6	+2%	$2.13B
9	9 Coty COTY $2.79B	300	-31	-9%	$1.29B
10	10 The RealReal REAL $1.24B	223	+20	+10%	$1.09B
11	11 Oxford Industries OXM $402M	212	+11	+5%	$627M
12	12 Brown-Forman Class A BF.A $13.5B	203	+7	+4%	$494M
13	13 Movado Group MOV $736M	134	+5	+4%	$257M
14	14 Canada Goose Holdings GOOS $811M	119	+2	+2%	$392M
15	15 Zegna ZGN $3.57B	115	+18	+19%	$558M
16	16 Playboy Inc PLBY $126M	72	+9	+14%	$38.8M
17	17 1stdibs.com DIBS $140M	68	-6	-8%	$35M
18	18 LuxExperience B.V. LUXE $1.32B	53	+9	+20%	$167M
19	19 Envela ELA $316M	52	+6	+13%	$31.4M
20	20 Brilliant Earth BRLT $24M	42	+5	+14%	$75.9M
21	21 Vince Holding Corp VNCE $164M	22	-1	-4%	$2.29M
22	22 Kandal M Venture Ltd FMFC $2.89M	8	+7	+700%	$4.06M
23	23 Lanvin Group Holdings LANV $99.4M	8	0	0%	$203M
24	24 DELISTED PERFECT MOMENT LTD PMNT	7	+1	+17%	$2.47M
25	25 DELISTED Birks Group BGI	6	0	0%	$348K