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
4,253B +30.33%
Technology
Internet Gaming
6.51B +33.44%
Technology
Other Internet Services
435B +6.80%
Technology
Phones & Smart Phones
4,112B +11.13%
Technology
Mobile Application Software
12.57B -32.13%
Technology
Search Engines
3,739B +63.39%
Consumer Cyclical
Internet & Mail Order Department Stores
2,418B +3.10%
Consumer Cyclical
Electric (Alternative) Vehicles
13.77B +15.37%
Technology
Financial Technology (Fintech) (NEC)
107B +220.72%
Consumer Cyclical
Quick Service Restaurants
47.79B -40.07%
Technology
Other Software
3,557B +13.53%
Technology
Other Internet Services
17.56B -10.38%
Consumer Cyclical
Other Apparel & Accessories
24.04B -46.40%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
303B +13.27%
Technology
Other Household Electronics
160B +24.10%
Technology
Other Internet Services
715B +47.72%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
40.09B -8.13%
Technology
Other Internet Services
177B +41.10%
Industrials
Transaction & Payment Services
57.69B -27.76%
Technology
Other Phones & Handheld Devices
484B +104.70%
Technology
Social Media & Networking
1,624B +10.03%
Consumer Cyclical
Other Broadcasting
199B +0.22%
Technology
Other Internet Services
8.13B +57.91%
Consumer Cyclical
Sporting & Outdoor Goods
2.73B -24.83%
Consumer Cyclical
Internet & Mail Order Department Stores
41.78B -15.09%
Consumer Cyclical
Games, Toys & Children Vehicles
87.67B +26.62%
Technology
E-commerce & Auction Services
348B +83.61%
Industrials
Transaction & Payment Services
39.4B -23.81%
Real Estate
Residential REITs
16.15B -17.58%
Consumer Cyclical
Used Car Dealers
64.44B +124.08%
Technology
Application Software
149B -19.85%
Consumer Non-Cyclical
Energy Drinks
72.27B +40.73%
Consumer Cyclical
Women's Apparel Retailers
4.37B +31.55%
Technology
Other Software
74.01B +17.83%
Technology
E-commerce & Auction Services
38.58B +37.79%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
358B -7.54%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
11.3B +66.44%
Technology
Other Internet Services
77.85B -2.30%
Consumer Cyclical
Travel Agents
1.77B +2.71%
Consumer Cyclical
Entertainment Production Equipment & Services
15.88B +44.57%
Consumer Cyclical
Other Apparel & Accessories Retailers
25.21B +88.60%
Consumer Cyclical
Quick Service Restaurants
3.35B -35.93%
Consumer Cyclical
Other Apparel & Accessories Retailers
58.9B +20.37%
Technology
Social Media & Networking
7.84B +1.47%
Consumer Cyclical
Internet & Mail Order Department Stores
12.68B +119.56%
Technology
Financial Technology (Fintech) (NEC)
187B +6.75%
Consumer Cyclical
Quick Service Restaurants
41.94B +12.60%
Financials
Other Consumer Lending
2.29B +22.92%
Technology
Other Internet Services
123B +33.62%
Technology
Enterprise Software
179B -18.40%
Consumer Cyclical
Travel Agents
33.6B +47.16%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.74B +75.72%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.74B -37.40%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
2.79B -37.94%
Consumer Cyclical
Sporting Goods Stores
19.23B -6.61%
Real Estate
Residential REITs
25.02B -19.58%
Technology
Other Internet Services
3.67B +5.36%
Consumer Cyclical
Internet & Mail Order Department Stores
2.03B -15.08%
Consumer Cyclical
Gyms, Fitness and Spa Centers
9.01B +9.85%
Technology
Other Internet Services
1.88B -21.14%
Consumer Cyclical
Children & Infants Clothing Retailers
1.18B -40.12%
Technology
Enterprise Software
19.69B -46.05%
Technology
Other Software
1.04B -40.75%
Real Estate
Other Real Estate Services
17.95B +2.16%
Consumer Cyclical
Sports & Outdoor Footwear
35.11B -29.50%
Consumer Cyclical
Beauty Supply Shop
26.69B +38.32%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
7.66B +23.69%
Consumer Cyclical
Other Apparel & Accessories
22.45B +60.28%
Consumer Cyclical
Quick Service Restaurants
14.59B +2.85%
Consumer Cyclical
Travel Agents
171B +6.71%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.88B -13.54%
Technology
Miscellaneous Fintech Infrastructure
3.14B +25.48%

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