Investment Themes

Millennials

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Investment Themes

Millennials, also known as Generation Y or digital natives, are people born between the early 1980s and the late 1990s (to be more exact, Generation Y spans from 1984 to 1996 according to the Harvard Business Review). They are the successors of generation X and precede generation Z.

The expression "generation" should always be taken with a pinch of salt because it does not correspond to a homogeneous class of individuals with the same consumption patterns, the same passions and the same desires. We are trying to define general trends here. They were born during the Internet's infancy, played Tekken 3 on Playstation 1, experienced the dislocation of the USSR, the release of Michael Jackson's album History and the movie Forrest Gump in 1994. It is an ultra-connected generation, rocked by the pop-culture of the 90s. 98% of digital natives in developed countries use their mobile to go online at least once a day. Moreover, their purchases are mainly made on the web. Half of the active population in the world are from this generation. Because of their numbers and their voice on social networks, millennials are forcing brands to reinvent themselves. Knowing their mindset, their expectations and their behavior is essential for companies in order to survive over time, but also for investors who want to keep up with consumer trends. With most of their business years ahead of them, companies that cater to millennials should be better positioned to benefit from their growing purchasing power than their peers. But there's more to these new generations than just their skills in front of a screen. They have different tastes, habits and worldviews that influence their economic behavior and, in particular, the way they consume. Millennials are looking for meaning in a complex world. They want to consume better, seek pleasure, value authenticity and transparency, and attach more importance to novelty. Meaningful, committed brands with distinct personalities and positioning have the advantage. They are also more defiant of speeches and more discerning in their consumption. The companies in this thematic list span a wide range of industries and are expected to generate significant revenue in entertainment, social networking, health, fitness, fashion, food and beverage, travel, leisure, housing and household goods, and next-generation financial services. These companies were selected based on their industry, the percentage of their revenue generated by Generation Y, and the appeal of their favorite brands to digital natives.

Our selection

Technology
Other Semiconductors
4,450B -3.35%
Consumer Cyclical
Electric (Alternative) Vehicles
14.03B +14.90%
Technology
Internet Gaming
7.59B -0.25%
Technology
Mobile Application Software
7.85B -43.49%
Consumer Cyclical
Internet & Mail Order Department Stores
2,249B -10.03%
Technology
Phones & Smart Phones
3,755B -8.00%
Technology
Other Internet Services
398B +1.65%
Technology
Other Software
2,984B -18.21%
Technology
Search Engines
3,670B -3.42%
Technology
Financial Technology (Fintech) (NEC)
68.53B -35.11%
Technology
Other Phones & Handheld Devices
803B +53.04%
Consumer Cyclical
Quick Service Restaurants
42.41B -12.11%
Technology
Other Household Electronics
129B -14.07%
Technology
Enterprise Software
118B -25.83%
Technology
Other Internet Services
150B -10.26%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
334B +10.63%
Consumer Cyclical
Games, Toys & Children Vehicles
73.49B -3.54%
Industrials
Transaction & Payment Services
40.84B -23.09%
Technology
Other Internet Services
5.16B -32.52%
Technology
Other Internet Services
636B -8.60%
Technology
Social Media & Networking
1,614B -7.03%
Technology
Application Software
110B -28.76%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
36.59B -2.14%
Consumer Cyclical
Other Broadcasting
176B -12.73%
Consumer Cyclical
Internet & Mail Order Department Stores
38.31B -1.32%
Industrials
Transaction & Payment Services
35.74B -8.14%
Technology
E-commerce & Auction Services
300B -7.76%
Consumer Cyclical
Sporting & Outdoor Goods
1.6B -39.77%
Consumer Non-Cyclical
Energy Drinks
75.32B +0.57%
Technology
Other Software
50.42B -32.59%
Consumer Cyclical
Internet & Mail Order Department Stores
9.64B -24.56%
Technology
Other Internet Services
76.56B -6.94%
Technology
Social Media & Networking
7B -4.65%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
11.22B -2.56%
Technology
E-commerce & Auction Services
40.32B +4.87%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
337B -1.47%
Technology
Financial Technology (Fintech) (NEC)
120B -33.58%
Consumer Cyclical
Sporting Goods Stores
17.78B -2.93%
Consumer Cyclical
Women's Apparel Retailers
3.61B -17.19%
Consumer Cyclical
Travel Agents
1.07B -36.54%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
134B -1.48%
Consumer Cyclical
Entertainment Production Equipment & Services
13.98B -15.52%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.46B +3.00%
Consumer Cyclical
Other Apparel & Accessories
18.56B -24.07%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.81B +1.75%
Consumer Cyclical
Quick Service Restaurants
230B +6.82%
Consumer Cyclical
Other Apparel & Accessories Retailers
67.87B +14.51%
Consumer Cyclical
Used Car Dealers
41.77B -28.88%
Consumer Cyclical
Other Apparel & Accessories Retailers
28.89B +11.22%
Technology
Other Internet Services
1.43B -21.59%
Consumer Cyclical
Quick Service Restaurants
3.49B +7.08%
Technology
Other Internet Services
105B -11.13%
Consumer Cyclical
Quick Service Restaurants
43.8B +6.03%
Consumer Cyclical
Beauty Supply Shop
27.71B -11.45%
Technology
Enterprise Software
13.59B -34.14%
Consumer Cyclical
Gyms, Fitness and Spa Centers
5.96B -32.13%
Consumer Cyclical
Travel Agents
27.9B -19.39%
Consumer Cyclical
Children & Infants Clothing Retailers
1.26B +6.91%
Consumer Cyclical
Internet & Mail Order Department Stores
1.63B -24.08%
Financials
Other Consumer Lending
1.63B -27.14%
Consumer Cyclical
Quick Service Restaurants
13.32B -3.65%
Real Estate
Other Real Estate Services
9.87B -38.22%
Technology
Other Internet Services
2.95B -19.53%
Consumer Cyclical
Sports & Outdoor Footwear
28.59B -17.83%
Consumer Cyclical
Other Apparel & Accessories
283B -26.56%
Consumer Cyclical
Other Apparel & Accessories
2.88B +0.29%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.52B +29.92%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.78B +0.70%
Consumer Cyclical
Other Apparel & Accessories
20.29B -6.47%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.41B -11.14%
Consumer Cyclical
Travel Agents
134B -20.80%
Technology
Miscellaneous Fintech Infrastructure
3.88B +14.38%

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