Hermes $RMS (-1,6 %) (very expensive 🤑 )
Ferrari $RACE (-0,85 %)
Lululemon $LULU (+0,91 %)
Just do it $NKE (+0,44 %) (supposedly cheap at the moment, please do not reach into the falling knife)
Booking $BKNG (+1,04 %)
Marriott $MAR (+0,33 %)
Ulta Beaty $ULTA (+0,32 %) and/or L'Oreal $OR (-0,42 %) (much more expensive)
Mercadolibre $MELI (+0,27 %)
Texas Roadhouse $TXRH (+0,49 %)
Chipotle $CMG (+0,58 %)
Fast Retailing $9983 (-1,09 %)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)
"Everything" very expensive, luxury.
I would be interested to know what your favorites are for a long-term investment?