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
5,228B +17.28%
Technology
Internet Gaming
7.23B -5.30%
Technology
Phones & Smart Phones
4,308B +7.60%
Technology
Other Household Electronics
117B -16.20%
Technology
Mobile Application Software
10.08B -27.76%
Technology
Other Internet Services
368B -7.16%
Consumer Cyclical
Internet & Mail Order Department Stores
2,933B +17.68%
Technology
Other Software
3,084B -15.08%
Consumer Cyclical
Games, Toys & Children Vehicles
55.88B -33.74%
Technology
Other Internet Services
5.45B -26.46%
Technology
Other Phones & Handheld Devices
1,175B +123.94%
Technology
Enterprise Software
94.03B -39.82%
Technology
Search Engines
4,836B +25.85%
Technology
Other Internet Services
11.91B -19.76%
Consumer Cyclical
Electric (Alternative) Vehicles
14.64B +20.29%
Technology
Financial Technology (Fintech) (NEC)
69.37B -31.13%
Technology
Other Internet Services
543B -22.47%
Consumer Cyclical
Sporting & Outdoor Goods
2.46B -12.02%
Technology
Other Internet Services
154B -6.72%
Consumer Non-Cyclical
Energy Drinks
84.39B +10.58%
Industrials
Transaction & Payment Services
40.02B -22.43%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
8.25B -35.11%
Technology
Social Media & Networking
1,547B -8.71%
Consumer Cyclical
Quick Service Restaurants
41.68B -13.53%
Industrials
Transaction & Payment Services
44.55B +12.87%
Technology
E-commerce & Auction Services
320B -5.92%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
39.22B +2.66%
Consumer Cyclical
Travel Agents
129B -24.51%
Consumer Cyclical
Other Broadcasting
188B -6.26%
Consumer Cyclical
Internet & Mail Order Department Stores
41.31B +7.02%
Technology
Other Internet Services
83.98B +4.97%
Consumer Cyclical
Gyms, Fitness and Spa Centers
3.63B -55.80%
Consumer Cyclical
Used Car Dealers
55.83B -9.59%
Technology
Enterprise Software
10.11B -51.91%
Consumer Cyclical
Quick Service Restaurants
196B -10.48%
Consumer Cyclical
Quick Service Restaurants
2.83B -19.06%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
316B -8.82%
Technology
E-commerce & Auction Services
47.81B +22.87%
Consumer Cyclical
Other Apparel & Accessories Retailers
26.97B +6.33%
Consumer Cyclical
Travel Agents
27.6B -19.49%
Technology
Other Software
53.12B -35.48%
Technology
Social Media & Networking
8.62B +11.81%
Technology
Application Software
102B -28.90%
Consumer Cyclical
Other Apparel & Accessories Retailers
72.74B +21.23%
Consumer Cyclical
Internet & Mail Order Department Stores
8.75B -37.16%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.79B +3.98%
Technology
Financial Technology (Fintech) (NEC)
110B -40.27%
Consumer Cyclical
Internet & Mail Order Department Stores
6.11B -
Consumer Cyclical
Other Apparel & Accessories
15.1B -38.39%
Consumer Cyclical
Entertainment Production Equipment & Services
19.13B +18.26%
Technology
Other Internet Services
1.51B -12.13%
Financials
Other Consumer Lending
1.92B -12.30%
Consumer Cyclical
Women's Apparel Retailers
3.87B -12.89%
Technology
Other Internet Services
3.31B -13.79%
Consumer Cyclical
Internet & Mail Order Department Stores
1.49B -33.84%
Technology
Other Internet Services
85.91B -27.35%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
128B -5.77%
Real Estate
Other Real Estate Services
9.5B -39.07%
Consumer Cyclical
Quick Service Restaurants
41.88B +0.01%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.68B +33.71%
Consumer Cyclical
Quick Service Restaurants
10.76B -23.45%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.59B -2.23%
Consumer Cyclical
Children & Infants Clothing Retailers
1.3B +6.51%
Consumer Cyclical
Sporting Goods Stores
20.11B +12.01%
Consumer Cyclical
Other Apparel & Accessories
21.7B -2.56%
Consumer Cyclical
Sports & Outdoor Footwear
30.31B -16.09%
Consumer Cyclical
Other Apparel & Accessories
3.22B +9.28%
Consumer Cyclical
Beauty Supply Shop
22.72B -15.24%
Consumer Cyclical
Other Apparel & Accessories
276B -30.10%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.89B -0.96%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.79B -1.08%
Technology
Miscellaneous Fintech Infrastructure
4.28B +23.91%

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