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
4,466B +34.73%
Technology
Other Internet Services
424B +5.56%
Technology
Other Internet Services
175B +41.64%
Technology
Internet Gaming
6.42B +30.43%
Consumer Cyclical
Internet & Mail Order Department Stores
2,478B +4.96%
Technology
Other Software
3,557B +14.70%
Technology
Search Engines
3,868B +65.04%
Technology
Phones & Smart Phones
4,119B +11.03%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
302B +11.00%
Consumer Cyclical
Electric (Alternative) Vehicles
12.44B +17.66%
Technology
Other Internet Services
8.11B +59.07%
Industrials
Transaction & Payment Services
57.22B -27.72%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
40.12B -8.25%
Technology
Financial Technology (Fintech) (NEC)
122B +231.13%
Technology
Social Media & Networking
1,639B +11.48%
Technology
Other Household Electronics
160B +23.60%
Technology
Other Internet Services
18.77B -7.31%
Consumer Cyclical
Quick Service Restaurants
44.88B -42.17%
Technology
Other Internet Services
700B +45.68%
Technology
Other Phones & Handheld Devices
481B +101.69%
Consumer Cyclical
Other Broadcasting
194B +0.10%
Technology
E-commerce & Auction Services
355B +85.05%
Consumer Cyclical
Games, Toys & Children Vehicles
86.22B +26.40%
Financials
Personal & Car Loans
5.56B -0.76%
Consumer Cyclical
Sporting & Outdoor Goods
2.79B -21.95%
Consumer Non-Cyclical
Energy Drinks
72.16B +37.92%
Technology
Other Software
73.54B +19.32%
Consumer Cyclical
Internet & Mail Order Department Stores
42.02B -14.80%
Technology
Application Software
144B -21.20%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
350B -8.11%
Real Estate
Residential REITs
16.23B -16.95%
Industrials
Transaction & Payment Services
38.52B -25.16%
Consumer Cyclical
Used Car Dealers
66.14B +132.46%
Technology
E-commerce & Auction Services
37.35B +36.24%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
138B +0.52%
Technology
Other Internet Services
77.35B -2.59%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
11.41B +66.86%
Consumer Cyclical
Other Apparel & Accessories Retailers
24.09B +89.02%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.84B -37.11%
Consumer Cyclical
Other Apparel & Accessories Retailers
58.81B +21.06%
Technology
Social Media & Networking
7.98B +1.44%
Consumer Cyclical
Women's Apparel Retailers
4.17B +27.35%
Consumer Cyclical
Other Apparel & Accessories
22.25B -51.10%
Technology
Other Internet Services
126B +33.86%
Consumer Cyclical
Internet & Mail Order Department Stores
12.16B +124.55%
Consumer Cyclical
Travel Agents
33.58B +50.89%
Consumer Cyclical
Quick Service Restaurants
39.95B +10.41%
Consumer Cyclical
Travel Agents
1.83B +4.20%
Consumer Cyclical
Quick Service Restaurants
3.1B -38.98%
Financials
Other Consumer Lending
2.28B +26.00%
Consumer Cyclical
Entertainment Production Equipment & Services
15.57B +42.99%
Consumer Cyclical
Sporting Goods Stores
19.75B -5.31%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.64B +78.68%
Technology
Enterprise Software
177B -18.17%
Consumer Cyclical
Children & Infants Clothing Retailers
1.22B -38.99%
Technology
Financial Technology (Fintech) (NEC)
184B +7.56%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
2.71B -38.99%
Consumer Cyclical
Gyms, Fitness and Spa Centers
8.92B +9.81%
Real Estate
Residential REITs
24.94B -19.96%
Consumer Cyclical
Internet & Mail Order Department Stores
2.06B -14.69%
Technology
Other Internet Services
3.54B +2.68%
Consumer Cyclical
Other Apparel & Accessories
21.69B +59.16%
Technology
Enterprise Software
20.56B -44.43%
Technology
Other Internet Services
1.84B -22.74%
Consumer Cyclical
Beauty Supply Shop
26.65B +36.44%
Real Estate
Other Real Estate Services
18.16B +3.64%
Consumer Cyclical
Travel Agents
170B +6.26%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
8.09B +29.34%
Consumer Cyclical
Quick Service Restaurants
14.15B +3.31%
Technology
Other Software
1.02B -40.38%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.84B -13.34%
Consumer Cyclical
Sports & Outdoor Footwear
33.56B -30.43%
Technology
Miscellaneous Fintech Infrastructure
3.14B +27.25%

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