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
4,832B +6.63%
Technology
Mobile Application Software
10.2B -25.15%
Consumer Cyclical
Internet & Mail Order Department Stores
2,672B +7.66%
Technology
Phones & Smart Phones
3,911B -2.00%
Technology
Financial Technology (Fintech) (NEC)
78.61B -22.79%
Technology
Other Internet Services
455B +14.88%
Technology
Other Software
3,054B -14.97%
Consumer Cyclical
Electric (Alternative) Vehicles
16.09B +26.08%
Technology
Internet Gaming
7.3B -4.15%
Technology
Search Engines
4,064B +7.71%
Technology
Enterprise Software
97.6B -38.51%
Technology
Other Phones & Handheld Devices
917B +75.98%
Consumer Cyclical
Internet & Mail Order Department Stores
43.15B +9.65%
Technology
Social Media & Networking
1,699B +1.74%
Technology
Other Internet Services
157B -5.42%
Technology
Other Internet Services
575B -14.69%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
324B +7.72%
Technology
Other Internet Services
5.84B -24.32%
Technology
E-commerce & Auction Services
299B -9.07%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
35.33B -7.18%
Industrials
Transaction & Payment Services
44.6B -15.09%
Technology
Other Internet Services
12.99B -21.71%
Consumer Cyclical
Sporting & Outdoor Goods
2.07B -21.10%
Consumer Cyclical
Other Broadcasting
183B -9.43%
Consumer Cyclical
Quick Service Restaurants
45.91B -4.73%
Technology
Other Household Electronics
124B -15.43%
Consumer Cyclical
Games, Toys & Children Vehicles
58.82B -21.16%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
9.07B -22.87%
Technology
Application Software
98.89B -30.10%
Industrials
Transaction & Payment Services
40.47B +4.42%
Consumer Non-Cyclical
Energy Drinks
73.27B -2.27%
Consumer Cyclical
Travel Agents
147B -13.32%
Consumer Cyclical
Used Car Dealers
53.06B -12.07%
Technology
E-commerce & Auction Services
44.8B +14.82%
Technology
Other Software
53.48B -29.19%
Consumer Cyclical
Travel Agents
1.32B -21.15%
Consumer Cyclical
Quick Service Restaurants
218B +0.21%
Technology
Other Internet Services
82.44B +1.32%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
338B -1.51%
Technology
Social Media & Networking
8.03B +6.91%
Consumer Cyclical
Other Apparel & Accessories
18.81B -21.69%
Consumer Cyclical
Internet & Mail Order Department Stores
10.06B -23.39%
Consumer Cyclical
Entertainment Production Equipment & Services
16.12B +0.77%
Technology
Financial Technology (Fintech) (NEC)
108B -41.17%
Consumer Cyclical
Travel Agents
31.55B -9.13%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
137B +1.17%
Consumer Cyclical
Women's Apparel Retailers
3.99B -8.51%
Consumer Cyclical
Other Apparel & Accessories Retailers
72.21B +24.43%
Consumer Cyclical
Internet & Mail Order Department Stores
5.57B -
Technology
Enterprise Software
11.53B -45.52%
Financials
Other Consumer Lending
1.91B -12.57%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.09B -5.95%
Consumer Cyclical
Other Apparel & Accessories Retailers
30.65B +18.47%
Consumer Cyclical
Sporting Goods Stores
19.32B +9.60%
Consumer Cyclical
Quick Service Restaurants
44.72B +7.05%
Consumer Cyclical
Gyms, Fitness and Spa Centers
5.71B -33.42%
Technology
Other Internet Services
109B -8.53%
Consumer Cyclical
Quick Service Restaurants
4.07B +24.64%
Consumer Cyclical
Other Apparel & Accessories
282B -25.29%
Technology
Other Internet Services
1.6B -11.39%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.62B -1.96%
Consumer Cyclical
Children & Infants Clothing Retailers
1.34B +11.72%
Consumer Cyclical
Internet & Mail Order Department Stores
1.79B -17.09%
Consumer Cyclical
Beauty Supply Shop
23.58B -10.89%
Consumer Cyclical
Sports & Outdoor Footwear
29.03B -17.18%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.95B +44.79%
Real Estate
Other Real Estate Services
10.44B -36.07%
Consumer Cyclical
Quick Service Restaurants
12.38B -11.70%
Consumer Cyclical
Other Apparel & Accessories
22.36B +4.45%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.72B -5.17%
Technology
Other Internet Services
3.41B -6.49%
Consumer Cyclical
Other Apparel & Accessories
3.03B +5.17%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.8B +0.27%
Consumer Cyclical
Gyms, Fitness and Spa Centers
2.61B +15.43%
Technology
Miscellaneous Fintech Infrastructure
4.11B +19.34%

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