Investment Themes

Luxury, a dispensable necessity

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Investment Themes

The luxury sector is undergoing a major transformation. It has been able to democratise while retaining its specific characteristics: rarity, aestheticism, refinement and exclusivity. The sector has now entered an industrial era under the aegis of powerful groups bearing the banner of a number of major brands distributed throughout the world. Although luxury goods are attracting more and more investors in search of quality stocks, it is important to identify the stocks that will be able to take full advantage of the growth levers available to them.

Attracting an increasingly young clientele, particularly in emerging Asian markets, luxury companies have already found the pillars of their future growth. Indeed, even if most of the major groups in the sector come from rich countries, an increasingly important part of the demand comes from emerging countries, particularly in China where the middle class is becoming more affluent. All products or services are affected: leather goods, haute couture, cars, boats, watches, jewellery, wine, etc. The entire sector seems to be adapting to meet the new challenges it faces. The digitalisation of traditional brands that have been able to pivot their business to conquer their new, younger clientele is proof of this. This thematic list presents the main players, from niche values to the largest groups in the world, in a flourishing market with a bright future.

Our selection

Consumer Cyclical
Luxury Clothing
15.76B -21.61%
Consumer Cyclical
Sailing Yachts & Motorboats
1.11B -14.59%
Consumer Cyclical
Handbags & Luggage
281B +1.55%
Consumer Cyclical
Other Apparel & Accessories
16.77B +6.94%
- - 79.15B -
Consumer Cyclical
Other Apparel & Accessories
54.43M +0.80%
Consumer Non-Cyclical
Cosmetics & Perfumes
227B +9.55%
Consumer Cyclical
Luxury Clothing
7.63B -6.22%
Consumer Cyclical
Jewelry
103B +4.28%
Consumer Cyclical
Other Apparel & Accessories
824M -18.28%
Healthcare
Glasses, Spectacles & Contact Lenses
134B +9.21%
Consumer Cyclical
Other Apparel & Accessories
284B -21.27%
Consumer Cyclical
Other Apparel & Accessories
1.88B -15.13%
Consumer Cyclical
Watches
8.94B -13.64%
Consumer Cyclical
Automobiles & Multi Utility Vehicles
47.54B -21.41%
Consumer Cyclical
Jewelry
11.6B +41.01%
Consumer Cyclical
Other Apparel & Accessories Retailers
271M -16.89%
Consumer Non-Cyclical
Cosmetics & Perfumes
4.3B -29.17%
Consumer Non-Cyclical
Other Personal Products
20.6B -23.63%
Consumer Cyclical
Other Auto & Truck Manufacturers
828M -37.52%
Consumer Cyclical
Other Apparel & Accessories Retailers
3.35B -28.37%
Consumer Cyclical
Other Apparel & Accessories
1.02B -20.09%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.7B -31.62%
Consumer Cyclical
Other Apparel & Accessories Retailers
24.38B -26.57%
Consumer Cyclical
Other Footwear
1.62B -.--%

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Ratings chart - Surperformance

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  1. Stock Market
  2. Investment Themes
  3. Luxury, a dispensable necessity