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
Phones & Smart Phones
4,16800Cr +4.38%
Consumer Cyclical
Internet & Mail Order Department Stores
2,50300Cr +0.81%
Technology
Other Software
2,77100Cr -22.88%
Technology
Other Semiconductors
4,66300Cr +3.23%
Technology
Search Engines
4,10200Cr +7.79%
Technology
Other Internet Services
31TCr -21.28%
Technology
Other Internet Services
16TCr -6.74%
Technology
Internet Gaming
595.32Cr -21.99%
Consumer Cyclical
Quick Service Restaurants
4.28TCr -9.89%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
4.54TCr +19.24%
Technology
Financial Technology (Fintech) (NEC)
8.89TCr -12.74%
Technology
Mobile Application Software
730.81Cr -45.35%
Technology
Other Phones & Handheld Devices
1,41000Cr +183.15%
Consumer Cyclical
Used Car Dealers
4.47TCr -26.13%
Industrials
Transaction & Payment Services
3.91TCr -24.13%
Technology
Enterprise Software
10TCr -35.81%
Consumer Cyclical
Electric (Alternative) Vehicles
1.22TCr -4.71%
Technology
Other Internet Services
1.17TCr -19.58%
Technology
Other Internet Services
47TCr -29.85%
Technology
Social Media & Networking
1,39700Cr -16.64%
Technology
E-commerce & Auction Services
22TCr -35.32%
Consumer Cyclical
Sporting & Outdoor Goods
247.67Cr -7.14%
Technology
Other Internet Services
541.81Cr -26.33%
Consumer Cyclical
Other Broadcasting
17TCr -13.17%
Consumer Non-Cyclical
Energy Drinks
9.43TCr +25.71%
Consumer Cyclical
Other Apparel & Accessories Retailers
6.84TCr +18.39%
Consumer Cyclical
Internet & Mail Order Department Stores
3.43TCr -11.53%
Consumer Cyclical
Travel Agents
14TCr -15.29%
Technology
Other Household Electronics
12TCr -18.02%
Consumer Cyclical
Games, Toys & Children Vehicles
4.7TCr -34.54%
Industrials
Transaction & Payment Services
4.67TCr +19.56%
Technology
Financial Technology (Fintech) (NEC)
7.32TCr -59.58%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
763.09Cr -34.74%
Consumer Cyclical
Entertainment Production Equipment & Services
2TCr +24.80%
Technology
Application Software
8.06TCr -42.08%
Consumer Cyclical
Quick Service Restaurants
19TCr -11.74%
Consumer Cyclical
Other Apparel & Accessories Retailers
2.95TCr +14.27%
Technology
Other Internet Services
8.64TCr +7.25%
Consumer Non-Cyclical
Other Food Retail & Distribution
772.48Cr +3.10%
Consumer Cyclical
Women's Apparel Retailers
703.5Cr +63.37%
Technology
E-commerce & Auction Services
4.79TCr +23.85%
Consumer Cyclical
Other Apparel & Accessories
1.34TCr -43.42%
Financials
Other Consumer Lending
231.86Cr +6.12%
Technology
Other Internet Services
131.98Cr -21.03%
Consumer Cyclical
Internet & Mail Order Department Stores
1.25TCr -5.92%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
519.6Cr +10.25%
Consumer Cyclical
Internet & Mail Order Department Stores
740.57Cr -
Consumer Cyclical
Quick Service Restaurants
4.31TCr +3.39%
Technology
Other Internet Services
297.89Cr -13.87%
Technology
Enterprise Software
949.94Cr -53.78%
Technology
Other Software
5.59TCr -28.41%
Consumer Cyclical
Quick Service Restaurants
229.47Cr -29.94%
Technology
Other Internet Services
9.46TCr -20.78%
Consumer Cyclical
Travel Agents
3.15TCr -7.24%
Consumer Cyclical
Gyms, Fitness and Spa Centers
417.31Cr -51.38%
Consumer Cyclical
Sporting Goods Stores
2.14TCr +20.81%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
365.03Cr +34.18%
Consumer Cyclical
Children & Infants Clothing Retailers
159.75Cr +33.67%
Consumer Cyclical
Internet & Mail Order Department Stores
170.02Cr -21.30%
Consumer Cyclical
Quick Service Restaurants
991.8Cr -28.46%
Real Estate
Other Real Estate Services
712.86Cr -54.30%
Consumer Cyclical
Other Apparel & Accessories
2.45TCr +16.27%
Consumer Cyclical
Beauty Supply Shop
2.1TCr -19.27%
Consumer Cyclical
Other Apparel & Accessories
329.91Cr +17.10%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
176.37Cr -1.68%
Consumer Cyclical
Sports & Outdoor Footwear
3.63TCr +7.28%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
641.26Cr -7.19%
Technology
Miscellaneous Fintech Infrastructure
431.05Cr +31.79%

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