Coverage Universe
Consumer
Retail, apparel, and luxury brands — membership flywheels and pricing power, not platforms and not financials.
7Names
59Avg moat
60Avg growth
70Avg val
—Avg score
0In IM25
7 stocks · Consumer
Versus the book
How this bucket sits against coverage
Moat59vs68 book-9
Growth60vs74 book-14
Val70vs72 book-2
Other sectors