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
5,010B +5.37%
Technology
Phones & Smart Phones
4,891B +23.93%
Technology
Other Internet Services
292B -24.91%
Consumer Cyclical
Internet & Mail Order Department Stores
2,497B +0.25%
Technology
Search Engines
3,907B +4.33%
Technology
Enterprise Software
102B -31.09%
Technology
Other Internet Services
134B -16.56%
Technology
Other Software
2,835B -19.54%
Technology
Mobile Application Software
7.32B -43.99%
Technology
Other Phones & Handheld Devices
1,084B +111.84%
Technology
Financial Technology (Fintech) (NEC)
85.47B -15.43%
Consumer Cyclical
Electric (Alternative) Vehicles
11.24B -9.41%
Technology
Internet Gaming
5.9B -21.78%
Technology
Other Internet Services
5.39B -22.10%
Consumer Cyclical
Other Broadcasting
165B -15.05%
Consumer Cyclical
Quick Service Restaurants
40.78B -10.27%
Industrials
Transaction & Payment Services
49.53B -3.96%
Technology
Social Media & Networking
1,511B -10.03%
Technology
Other Household Electronics
122B -11.18%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
6.93B -37.06%
Consumer Cyclical
Games, Toys & Children Vehicles
49.08B -29.86%
Technology
Other Internet Services
498B -26.04%
Technology
Other Internet Services
12.4B -9.23%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
40.38B +7.53%
Technology
E-commerce & Auction Services
256B -21.54%
Consumer Cyclical
Used Car Dealers
43.31B -24.13%
Financials
Personal & Car Loans
4.57B -6.06%
Consumer Non-Cyclical
Energy Drinks
91.43B +24.34%
Consumer Cyclical
Internet & Mail Order Department Stores
40.77B +7.84%
Consumer Cyclical
Travel Agents
138B -12.80%
Technology
Other Software
61.25B -18.17%
Technology
Application Software
89.48B -32.07%
Consumer Cyclical
Internet & Mail Order Department Stores
11.11B -5.86%
Consumer Cyclical
Sporting & Outdoor Goods
2.63B +1.62%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
332B -2.33%
Consumer Cyclical
Quick Service Restaurants
188B -11.44%
Technology
E-commerce & Auction Services
48.57B +29.98%
Technology
Financial Technology (Fintech) (NEC)
81.06B -54.12%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
116B -12.28%
Industrials
Transaction & Payment Services
46.35B +24.81%
Consumer Cyclical
Other Apparel & Accessories
12.98B -43.30%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.77B -34.92%
Technology
Other Internet Services
83.74B +8.21%
Consumer Cyclical
Entertainment Production Equipment & Services
20.97B +31.74%
Consumer Cyclical
Women's Apparel Retailers
6.64B +57.50%
Consumer Cyclical
Gyms, Fitness and Spa Centers
4.23B -50.01%
Consumer Cyclical
Internet & Mail Order Department Stores
7.65B -
Consumer Non-Cyclical
Other Food Retail & Distribution
7.04B -3.55%
Consumer Cyclical
Quick Service Restaurants
41.05B -2.30%
Consumer Cyclical
Other Apparel & Accessories Retailers
76.63B +35.09%
Consumer Cyclical
Other Apparel & Accessories Retailers
28.81B +15.39%
Consumer Cyclical
Quick Service Restaurants
2.3B -24.15%
Financials
Other Consumer Lending
2.08B -1.00%
Consumer Cyclical
Travel Agents
31.2B -1.74%
Technology
Other Internet Services
99.24B -14.81%
Technology
Enterprise Software
10.49B -44.43%
Real Estate
Other Real Estate Services
7.03B -53.11%
Consumer Cyclical
Sports & Outdoor Footwear
34.47B +6.27%
Consumer Cyclical
Children & Infants Clothing Retailers
1.43B +19.49%
Consumer Cyclical
Sporting Goods Stores
18.44B +3.85%
Technology
Other Internet Services
1.38B -13.10%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.64B +38.73%
Technology
Other Internet Services
3.01B -8.84%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
5.18B +11.32%
Consumer Cyclical
Internet & Mail Order Department Stores
1.79B -14.74%
Consumer Cyclical
Beauty Supply Shop
20.44B -20.58%
Consumer Cyclical
Other Apparel & Accessories
3.19B +15.19%
Consumer Cyclical
Other Apparel & Accessories
22.23B +7.45%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.97B +2.77%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.69B -2.06%
Technology
Miscellaneous Fintech Infrastructure
3.68B +10.19%

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