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
4,944B +9.20%
Technology
Internet Gaming
6.03B -20.68%
Technology
Phones & Smart Phones
4,603B +15.60%
Technology
E-commerce & Auction Services
249B -23.87%
Technology
Other Internet Services
318B -20.23%
Technology
Other Phones & Handheld Devices
1,173B +131.86%
Technology
Mobile Application Software
7.67B -42.32%
Technology
Other Internet Services
548B -21.60%
Consumer Cyclical
Internet & Mail Order Department Stores
2,621B +5.84%
Technology
Other Software
2,848B -21.31%
Technology
Search Engines
4,399B +13.93%
Technology
Financial Technology (Fintech) (NEC)
102B +2.61%
Consumer Cyclical
Electric (Alternative) Vehicles
12.26B -5.88%
Consumer Cyclical
Quick Service Restaurants
42.88B -7.28%
Technology
Enterprise Software
111B -29.50%
Technology
Other Internet Services
12.62B -12.46%
Technology
Social Media & Networking
1,531B -6.91%
Technology
Other Internet Services
150B -9.28%
Consumer Cyclical
Internet & Mail Order Department Stores
37.31B -3.26%
Consumer Cyclical
Used Car Dealers
47.53B -19.75%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
42.14B +9.19%
Technology
Other Internet Services
5.76B -19.36%
Technology
Other Household Electronics
125B -15.28%
Industrials
Transaction & Payment Services
39.28B -22.74%
Consumer Cyclical
Sporting & Outdoor Goods
2.5B -3.49%
Consumer Cyclical
Other Broadcasting
168B -15.79%
Consumer Cyclical
Other Apparel & Accessories Retailers
2.06B -25.41%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
7.82B -33.89%
Consumer Non-Cyclical
Energy Drinks
93.06B +25.00%
Technology
Other Software
64.5B -14.74%
Consumer Cyclical
Travel Agents
135B -18.83%
Industrials
Transaction & Payment Services
45.99B +19.16%
Consumer Cyclical
Quick Service Restaurants
198B -9.60%
Technology
Application Software
87.82B -36.93%
Consumer Cyclical
Internet & Mail Order Department Stores
11.45B -10.10%
Technology
Financial Technology (Fintech) (NEC)
74.43B -58.99%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
335B -1.69%
Consumer Cyclical
Games, Toys & Children Vehicles
50.21B -32.80%
Consumer Cyclical
Entertainment Production Equipment & Services
20.57B +28.99%
Financials
Personal & Car Loans
4.51B -7.30%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.55B +0.90%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
119B -11.49%
Technology
Other Internet Services
84.84B +7.99%
Consumer Cyclical
Other Apparel & Accessories
12.9B -44.21%
Consumer Cyclical
Other Apparel & Accessories Retailers
28.31B +9.67%
Consumer Cyclical
Quick Service Restaurants
45.55B +7.23%
Consumer Cyclical
Other Apparel & Accessories Retailers
69.84B +22.63%
Technology
E-commerce & Auction Services
51.17B +34.98%
Consumer Cyclical
Quick Service Restaurants
2.19B -30.53%
Consumer Cyclical
Internet & Mail Order Department Stores
7.33B -
Technology
Other Internet Services
99.77B -17.20%
Financials
Other Consumer Lending
2.17B +5.15%
Technology
Other Internet Services
1.4B -16.26%
Consumer Cyclical
Travel Agents
31.24B -6.52%
Consumer Cyclical
Women's Apparel Retailers
6.09B +40.88%
Technology
Enterprise Software
10.13B -49.31%
Consumer Cyclical
Gyms, Fitness and Spa Centers
4.09B -52.82%
Consumer Cyclical
Sporting Goods Stores
19.26B +9.96%
Technology
Other Internet Services
3.08B -9.47%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
5.53B +19.71%
Consumer Cyclical
Sports & Outdoor Footwear
35.82B +7.39%
Real Estate
Other Real Estate Services
7.38B -51.44%
Consumer Cyclical
Quick Service Restaurants
10.06B -27.46%
Consumer Cyclical
Internet & Mail Order Department Stores
1.59B -24.35%
Consumer Cyclical
Other Apparel & Accessories
22.64B +9.72%
Consumer Cyclical
Children & Infants Clothing Retailers
1.4B +21.06%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.77B +40.50%
Consumer Cyclical
Other Apparel & Accessories
3.2B +15.92%
Consumer Cyclical
Beauty Supply Shop
19.56B -24.04%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.28B -6.53%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.85B +3.79%
Technology
Miscellaneous Fintech Infrastructure
4.6B +37.08%

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