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Theme · 9 companies

Luxury Goods

The brands that pricing power built.

5
pure play
4
major beneficiary

Who's connected.
And how.

34 / 44 themes
Pure Play
Core business is this trend
LVMUYLVMUY
LVMUY
LVMH
Pure Play

The world's largest luxury company — owns Louis Vuitton, Dior, Hennessy, Moët, Tiffany, Bulgari, and 75 more brands. Its scale gives it unmatched distribution and negotiating power. Bernault Arnault built the blueprint for luxury conglomerate management.

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HESAYHESAY
HESAY
Hermès
Pure Play

Makes the most coveted handbag in the world — the Birkin. Has waiting lists measured in years, not months. Hermès controls every step of production, keeps supply intentionally scarce, and has never discounted. The purest expression of luxury pricing power.

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CFRUYCFRUY
CFRUY
Richemont
Pure Play

Swiss luxury group owning Cartier, Van Cleef & Arpels, IWC, and Piaget. Dominates the jewellery and watches segment — categories where brand heritage matters more than fashion cycles. Also owns the Net-a-Porter luxury e-commerce platform.

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RACERACE
RACE
Ferrari
Pure Play

Sells fewer than 15,000 cars per year — by design. Its operating margins exceed 25%, matching software companies. Every new Ferrari model has a multi-year waiting list. Expanding into limited-edition merchandise and experiences to extend the brand beyond cars.

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PPRUYPPRUY
PPRUY
Kering
Pure Play

Linked to Luxury Fashion. Competes with LVMH and Richemont.

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