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
5,09400Cr +13.12%
Technology
Phones & Smart Phones
4,86100Cr +22.52%
Technology
Search Engines
4,25300Cr +11.63%
Consumer Cyclical
Internet & Mail Order Department Stores
2,73500Cr +9.84%
Consumer Cyclical
Electric (Alternative) Vehicles
918.5Cr -28.04%
Technology
Other Internet Services
33TCr -14.33%
Technology
Mobile Application Software
987.66Cr -27.63%
Technology
Internet Gaming
572.08Cr -26.02%
Technology
Other Software
3,75300Cr +4.51%
Technology
Social Media & Networking
1,69600Cr +0.83%
Technology
Other Internet Services
15TCr -11.11%
Technology
Other Phones & Handheld Devices
1,17500Cr +107.67%
Technology
Enterprise Software
15TCr -7.08%
Technology
Financial Technology (Fintech) (NEC)
10TCr +1.09%
Technology
Other Internet Services
49TCr -26.74%
Technology
Other Internet Services
1.12TCr -23.95%
Consumer Cyclical
Quick Service Restaurants
4.69TCr +0.08%
Technology
Other Internet Services
601.88Cr -17.91%
Industrials
Transaction & Payment Services
4.62TCr -7.45%
Consumer Non-Cyclical
Energy Drinks
8.66TCr +15.30%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
719.88Cr -37.80%
Consumer Cyclical
Travel Agents
13TCr -18.14%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
4.3TCr +12.75%
Technology
Other Household Electronics
14TCr -7.43%
Technology
E-commerce & Auction Services
27TCr -25.48%
Consumer Cyclical
Used Car Dealers
5.1TCr -16.03%
Consumer Cyclical
Other Apparel & Accessories Retailers
160.93Cr -41.97%
Consumer Cyclical
Games, Toys & Children Vehicles
6.17TCr -23.38%
Technology
Application Software
11TCr -24.11%
Consumer Cyclical
Sporting & Outdoor Goods
216.8Cr -19.81%
Consumer Cyclical
Internet & Mail Order Department Stores
3.66TCr -5.02%
Consumer Cyclical
Other Apparel & Accessories
1.11TCr -51.73%
Technology
E-commerce & Auction Services
4.85TCr +25.13%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
31TCr -9.66%
Technology
Financial Technology (Fintech) (NEC)
9.06TCr -48.80%
Industrials
Transaction & Payment Services
4.81TCr +22.12%
Technology
Other Software
6.66TCr -14.81%
Technology
Other Internet Services
10TCr +25.74%
Technology
Social Media & Networking
990.51Cr +33.63%
Consumer Cyclical
Internet & Mail Order Department Stores
683.41Cr -
Consumer Cyclical
Sporting Goods Stores
1.16TCr -33.94%
Consumer Cyclical
Other Apparel & Accessories Retailers
2.35TCr -7.72%
Consumer Cyclical
Quick Service Restaurants
3.99TCr -3.27%
Consumer Cyclical
Women's Apparel Retailers
594.56Cr +37.60%
Consumer Cyclical
Travel Agents
3.45TCr +1.61%
Technology
Other Internet Services
11TCr -4.20%
Financials
Other Consumer Lending
192.85Cr -11.77%
Consumer Cyclical
Gyms, Fitness and Spa Centers
384.81Cr -52.83%
Consumer Cyclical
Entertainment Production Equipment & Services
2.34TCr +45.13%
Consumer Cyclical
Other Apparel & Accessories Retailers
7.35TCr +27.70%
Consumer Non-Cyclical
Other Food Retail & Distribution
700.2Cr -5.75%
Technology
Enterprise Software
1.25TCr -37.55%
Consumer Cyclical
Children & Infants Clothing Retailers
111.97Cr -5.95%
Financials
Personal & Car Loans
496.18Cr -2.44%
Technology
Other Internet Services
118.46Cr -28.17%
Consumer Cyclical
Used Car Dealers
875.45Cr +59.65%
Consumer Cyclical
Quick Service Restaurants
256.63Cr -21.76%
Real Estate
Other Real Estate Services
749.23Cr -50.42%
Technology
Other Internet Services
311.13Cr -8.92%
Consumer Cyclical
Internet & Mail Order Department Stores
145.65Cr -32.13%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
493.56Cr +6.42%
Consumer Cyclical
Other Apparel & Accessories
295.23Cr +4.68%
Consumer Cyclical
Other Apparel & Accessories
2.03TCr -3.44%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
340.38Cr +27.37%
Consumer Cyclical
Sports & Outdoor Footwear
2.89TCr -14.76%
Consumer Cyclical
Beauty Supply Shop
2.35TCr -9.32%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
679.7Cr -0.43%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
181.7Cr +3.15%
Technology
Miscellaneous Fintech Infrastructure
334.47Cr -3.09%

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