Theme
Luxury '25: Luxury Retail☆

MC.PA-32.57%12.7%

RMS.PA-41.42%9.4%

CFR.SW+7.97%8.5%

1913.HK-23.99%7.0%

KER.PA-29.12%6.6%

MONC.MI-18.01%5.6%

BC.MI-13.87%4.7%

SFER.MI+22.07%4.7%

LUXE+23.60%3.8%

PUIG.MC+24.15%3.8%

REAL-15.35%3.8%

ZGN+20.32%3.3%

BRBY.LSE-17.59%2.8%

DIBS+50.94%2.8%

6181.HK-51.71%2.6%

RL+9.34%2.6%

UHR.SW+16.80%2.6%

WOSG.LSE+73.79%2.3%

CDI.PA-22.71%2.0%

MUL.LSE+146.18%2.0%

AGS.SI+40.83%1.9%

SMCP.PA-13.31%1.9%

1929.HK-29.05%1.7%

TOD.MI-3.30%1.0%
As of Oct 2, 2026, 9:55 PM ET
Luxury '25: Luxury Retail Constituents
LVMH Moët Hennessy - Louis Vuitton, Société EuropéenneMC.PA | 12.7% | -0.25% | -6.93% | -15.70% | -0.25% | -43.41% | -33.23% | -30.59% | -32.57% | -39.80% | -37.41% | $210.14B |
Hermès International S.C.A.RMS.PA | 9.4% | -0.15% | -5.23% | -17.07% | -0.15% | -40.96% | -39.14% | -44.30% | -41.42% | -37.55% | 7.53% | $153.24B |
Compagnie Financière Richemont S.A.CFR.SW | 8.5% | -0.12% | 0.55% | -10.80% | -0.12% | -4.15% | 1.69% | 21.23% | 7.97% | 38.60% | 117.94% | $122.60B |
Prada S.p.A.1913.HK | 7.0% | -2.29% | -2.08% | -8.49% | -2.29% | -19.29% | -17.94% | -30.66% | -23.99% | -33.17% | -8.87% | $11.94B |
Kering S.A.KER.PA | 6.6% | -3.22% | -10.42% | -17.65% | -3.22% | -32.64% | -29.41% | 16.31% | -29.12% | -6.55% | -63.37% | $29.03B |
Moncler S.p.A.MONC.MI | 5.6% | 0.71% | -1.43% | -8.24% | 0.71% | -23.28% | -28.24% | -19.08% | -18.01% | -14.19% | -16.00% | $13.38B |
Brunello Cucinelli S.p.A.BC.MI | 4.7% | 1.49% | -0.86% | -6.55% | 1.49% | -21.45% | -6.55% | -20.15% | -13.87% | -11.34% | 68.31% | $6.13B |
Salvatore Ferragamo S.p.A.SFER.MI | 4.7% | 0.43% | -8.89% | -26.35% | 0.36% | -17.70% | -0.13% | 20.34% | 22.07% | 7.71% | -60.12% | $1.31B |
LuxExperience B.V.LUXE | 3.8% | -2.60% | 3.73% | 28.16% | -2.60% | 16.65% | 0.72% | 26.33% | 23.60% | 143.50% | -61.33% | $1.34B |
Puig Brands S.A.PUIG.MC | 3.8% | -0.90% | -0.73% | -6.02% | -0.90% | 14.37% | 3.47% | 16.76% | 24.15% | -7.94% | -28.97% | $11.19B |
The RealReal, Inc.REAL | 3.8% | -0.56% | -4.49% | -6.39% | 5.64% | -40.08% | -22.88% | 60.80% | -15.35% | 195.68% | -30.79% | $1.07B |
Ermenegildo Zegna N.V.ZGN | 3.3% | -0.79% | -2.48% | -2.87% | -3.33% | 19.02% | 8.25% | 67.90% | 20.32% | 46.16% | 32.91% | $3.36B |
1stdibs.com, Inc.DIBS | 2.8% | 3.61% | -4.50% | -12.39% | 3.87% | -32.72% | -16.22% | 40.42% | 50.94% | -9.26% | -68.35% | $142.0M |
Burberry Group plcBRBY.LSE | 2.8% | -0.44% | -2.40% | -8.25% | -0.44% | -22.00% | -14.98% | 32.55% | -17.59% | 60.35% | -46.93% | $4.79B |
Laopu Gold Co., Ltd.6181.HK | 2.6% | -1.98% | -9.86% | -15.05% | -1.98% | -46.25% | -53.84% | -57.39% | -51.71% | 97.72% | 386.39% | $7.16B |
Ralph Lauren CorporationRL | 2.6% | 0.18% | 2.15% | 4.75% | -2.80% | -0.31% | -2.79% | 49.14% | 9.34% | 90.22% | 243.09% | $22.17B |
The Swatch Group AGUHR.SW | 2.6% | -1.35% | 1.80% | -3.17% | -1.35% | 3.23% | -14.42% | 35.14% | 16.80% | 6.89% | -7.32% | $11.42B |
Watches of Switzerland Group plcWOSG.LSE | 2.3% | -2.11% | -2.04% | -3.71% | -2.11% | 38.97% | 28.77% | 60.68% | 73.79% | 48.61% | -34.90% | $2.06B |
Christian Dior SECDI.PA | 2.0% | 0.93% | 10.52% | 1.25% | 0.93% | -33.30% | -23.53% | -17.99% | -22.71% | -30.25% | -31.40% | $83.68B |
Mulberry Group plcMUL.LSE | 2.0% | -3.73% | -16.86% | -11.16% | -3.73% | 116.42% | 122.55% | 163.70% | 146.18% | 94.99% | -25.54% | $215.5M |
SMCP S.a.SMCP.PA | 1.9% | -3.46% | -11.97% | -19.23% | -3.54% | -14.26% | -21.87% | 97.36% | -13.31% | 141.95% | -21.66% | $491.6M |
The Hour Glass LimitedAGS.SI | 1.9% | 1.75% | 4.24% | 5.04% | 1.75% | 29.89% | 16.86% | 95.03% | 40.83% | 86.71% | 96.44% | $1.46B |
Chow Tai Fook Jewellery Group Limited1929.HK | 1.7% | -0.91% | -1.41% | -13.64% | -0.91% | -13.00% | -17.46% | 12.56% | -29.05% | 36.70% | -12.86% | $13.65B |
TOD'S S.p.A.TOD.MI | 1.0% | 0.00% | -1.18% | -2.24% | 0.00% | -3.59% | -4.04% | 3.89% | -3.30% | 2.53% | -9.78% | $1.60B |
| Theme return | — | -0.62% | -3.53% | -9.69% | -0.60% | -16.55% | -13.90% | 9.56% | -5.49% | 18.34% | 20.84% | — |
| Average | 4.2% | -0.66% | -2.95% | -7.32% | -0.62% | -7.08% | -6.85% | 25.00% | 5.17% | 37.84% | 16.13% | $29.73B |
| Median | 3.1% | -0.50% | -2.06% | -8.25% | -0.67% | -15.98% | -14.70% | 20.79% | -8.30% | 22.21% | -18.83% | $6.64B |
| Std Dev | 2.8% | 1.72% | 5.76% | 10.49% | 2.27% | 34.61% | 32.42% | 49.64% | 42.03% | 63.08% | 103.40% | $54.27B |
| Min | 1.0% | -3.73% | -16.86% | -26.35% | -3.73% | -46.25% | -53.84% | -57.39% | -51.71% | -39.80% | -68.35% | $142.0M |
| Max | 12.7% | 3.61% | 10.52% | 28.16% | 5.64% | 116.42% | 122.55% | 163.70% | 146.18% | 195.68% | 386.39% | $210.14B |
| % Positive Tickers | 29.17% | 25.00% | 16.67% | 29.17% | 29.17% | 29.17% | 70.83% | 45.83% | 62.50% | 29.17% |