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
4,912B +8.75%
Technology
Other Internet Services
287B -26.46%
Technology
Phones & Smart Phones
4,902B +22.76%
Technology
Internet Gaming
5.88B -23.22%
Consumer Cyclical
Internet & Mail Order Department Stores
2,659B +7.11%
Technology
Mobile Application Software
7.62B -43.87%
Technology
Other Internet Services
529B -22.27%
Technology
Other Software
2,925B -18.57%
Technology
Search Engines
4,228B +10.79%
Technology
Financial Technology (Fintech) (NEC)
90.01B -11.62%
Technology
Other Phones & Handheld Devices
1,083B +112.68%
Technology
Other Household Electronics
125B -13.77%
Consumer Cyclical
Electric (Alternative) Vehicles
12.21B -4.31%
Technology
Social Media & Networking
1,640B -2.13%
Consumer Cyclical
Quick Service Restaurants
44.18B -6.92%
Industrials
Transaction & Payment Services
49.89B -3.12%
Technology
Other Internet Services
147B -11.32%
Technology
Enterprise Software
106B -32.61%
Consumer Cyclical
Games, Toys & Children Vehicles
51.79B -31.16%
Technology
E-commerce & Auction Services
262B -21.57%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
42.05B +10.35%
Consumer Non-Cyclical
Energy Drinks
95.36B +27.17%
Consumer Cyclical
Other Broadcasting
170B -14.15%
Technology
Other Internet Services
5.89B -19.88%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
7.41B -36.62%
Technology
Other Internet Services
13B -10.39%
Consumer Cyclical
Used Car Dealers
48.23B -20.22%
Technology
Application Software
94.31B -32.21%
Consumer Cyclical
Travel Agents
141B -15.19%
Consumer Cyclical
Internet & Mail Order Department Stores
40B +3.21%
Consumer Cyclical
Sporting & Outdoor Goods
2.65B -0.65%
Technology
Other Software
63.73B -18.44%
Technology
Other Internet Services
86.64B +7.56%
Technology
E-commerce & Auction Services
49.75B +28.66%
Industrials
Transaction & Payment Services
48.03B +22.81%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
338B -1.52%
Consumer Cyclical
Quick Service Restaurants
40.77B -2.22%
Consumer Cyclical
Quick Service Restaurants
190B -12.41%
Technology
Financial Technology (Fintech) (NEC)
79.62B -56.06%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
117B -13.45%
Consumer Cyclical
Entertainment Production Equipment & Services
21.33B +33.13%
Consumer Cyclical
Other Apparel & Accessories
13.21B -44.02%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.88B -32.87%
Consumer Cyclical
Other Apparel & Accessories Retailers
28.58B +10.71%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.13B -4.88%
Consumer Cyclical
Other Apparel & Accessories Retailers
74.89B +29.60%
Consumer Cyclical
Internet & Mail Order Department Stores
7.98B -
Financials
Personal & Car Loans
4.78B -6.36%
Consumer Cyclical
Internet & Mail Order Department Stores
11.79B -11.05%
Technology
Other Internet Services
98.32B -17.66%
Consumer Cyclical
Gyms, Fitness and Spa Centers
4.14B -51.73%
Consumer Cyclical
Travel Agents
32.26B -5.13%
Consumer Cyclical
Quick Service Restaurants
10.72B -22.71%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
5.1B +8.26%
Financials
Other Consumer Lending
2.22B +1.53%
Consumer Cyclical
Quick Service Restaurants
2.34B -28.55%
Technology
Other Internet Services
3.16B -8.74%
Technology
Enterprise Software
11.49B -44.12%
Technology
Other Internet Services
1.44B -13.72%
Consumer Cyclical
Children & Infants Clothing Retailers
1.4B +17.48%
Consumer Cyclical
Women's Apparel Retailers
6.47B +50.36%
Consumer Cyclical
Sporting Goods Stores
19.45B +9.79%
Real Estate
Other Real Estate Services
7.75B -50.59%
Consumer Cyclical
Beauty Supply Shop
20.62B -20.73%
Consumer Cyclical
Internet & Mail Order Department Stores
1.78B -17.59%
Consumer Cyclical
Other Apparel & Accessories
22.64B +7.59%
Consumer Cyclical
Other Apparel & Accessories
3.25B +15.27%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.66B +34.48%
Consumer Cyclical
Sports & Outdoor Footwear
36.2B +7.13%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.88B -0.37%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.71B -4.58%
Technology
Miscellaneous Fintech Infrastructure
3.93B +15.98%

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