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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	1,086	+68	+7%	$26.9B
2	2 Estee Lauder EL $36.8B	836	-54	-6%	$16.4B
3	3 Ralph Lauren RL $22.4B	794	+13	+2%	$13.4B
4	4 Ferrari RACE $67.9B	719	-52	-7%	$19.4B
5	5 Brown-Forman Class B BF.B $13B	581	-61	-10%	$5.35B
6	6 Signet Jewelers SIG $4.14B	356	+20	+6%	$3.8B
7	7 Coty COTY $2.59B	326	+24	+8%	$674M
8	8 Capri Holdings CPRI $1.71B	315	-11	-3%	$2.09B
9	9 Interparfums IPAR $3.67B	310	+24	+8%	$1.89B
10	10 The RealReal REAL $1.11B	248	+12	+5%	$1.05B
11	11 Brown-Forman Class A BF.A $13.2B	209	+5	+2%	$492M
12	12 Oxford Industries OXM $390M	197	+7	+4%	$645M
13	13 Movado Group MOV $719M	164	+23	+16%	$339M
14	14 Zegna ZGN $3.44B	125	-3	-2%	$685M
15	15 Canada Goose Holdings GOOS $772M	117	-15	-11%	$308M
16	16 Playboy Inc PLBY $119M	86	+11	+15%	$54.5M
17	17 1stdibs.com DIBS $133M	85	-2	-2%	$79.1M
18	18 Envela ELA $309M	74	+16	+28%	$83.2M
19	19 LuxExperience B.V. LUXE $1.3B	53	0	0%	$184M
20	20 Brilliant Earth BRLT $24.3M	36	0	0%	$5.91M
21	21 Vince Holding Corp VNCE $154M	29	-4	-12%	$2.21M
22	22 Lanvin Group Holdings LANV $102M	9	+1	+13%	$147M
23	23 Agencia Comercial Spirits AGCC $652M	8	+5	+167%	$915K
24	24 Kandal M Venture Ltd FMFC $2.72M	6	+1	+20%	$67.5K
25	25 DELISTED PERFECT MOMENT LTD PMNT	6	-3	-33%	$1.39M