What is the "Gifting & Occasions Economy"?

The Gifting & Occasions Economy refers to the broad market of businesses that profit from our cultural traditions of celebration and gift-giving. This includes companies that sell products commonly purchased as gifts (like flowers, jewelry, and personalized items), provide celebration services, or support the gifting supply chain. These businesses benefit from the predictable spending patterns associated with holidays, birthdays, anniversaries, and other special occasions.

Why are these companies considered good investment opportunities?

These companies benefit from the consistent, culturally-ingrained nature of celebration and gift-giving, which creates predictable revenue cycles. Many celebrations are considered "non-negotiable" spending by consumers, making these businesses somewhat resilient even during economic downturns. Additionally, the growing trends of e-commerce, personalization, and experience-based gifting create growth opportunities for innovative companies in this space.

What is "consumer discretionary" and how does it relate to these stocks?

Consumer discretionary refers to goods and services that people purchase by choice rather than necessity. While gifting companies fall into this category (as opposed to essentials like groceries or utilities), they benefit from social and cultural obligations that make certain gift purchases feel necessary to many consumers. This creates a unique position where these companies can show more stability than typical discretionary businesses while still benefiting from upside during strong economic periods.

What are "experience-based gifts" mentioned in the description?

Experience-based gifts are presents that offer an activity or experience rather than a physical item. Examples include concert tickets, cooking classes, spa services, travel packages, or adventure activities. Companies like Groupon (GRPN) specialize in this growing gifting category, which has become increasingly popular as consumers shift toward valuing memorable experiences over material possessions.

How do seasonal cycles affect companies in the gifting industry?

Companies in the gifting industry typically experience predictable sales peaks around major holidays (Christmas, Valentine's Day, Mother's Day), with many generating a significant portion of their annual revenue during these periods. They often need to carefully manage inventory, marketing, and operations to capitalize on these busy seasons. However, personal celebrations like birthdays and anniversaries occur year-round, providing baseline revenue outside of major holidays for many of these businesses.

15 handpicked stocks

Gifting & Occasions Economy

These carefully selected companies thrive on our universal tradition of celebration. Professional analysts have curated this collection of businesses that power the commerce behind birthdays, holidays, and life's special moments, offering a way to invest in the enduring market for meaningful connections.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

1-800-FLOWERS.COM, Inc.

FLWS

Current price

$4.65

As a premier provider of flowers, gift baskets, and gourmet foods, its business is directly tied to celebratory occasions.

ETSY INC

ETSY

Current price

$72.54

Its online marketplace is a primary destination for unique, personalized, and handcrafted items frequently purchased as gifts.

Brilliant Earth Group, Inc.

BRLT

Current price

$2.26

The company sells fine jewelry and engagement rings, which are classic high-value gifts for momentous life events.

BUILD-A-BEAR WORKSHOP INC

BBW

Current price

$62.06

Inter Parfums Inc

IPAR

Current price

$94.41

Tapestry, Inc.

TPR

Current price

$115.56

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

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In 12 months it might be worth:

$1,000.00

+17.83%

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About This Group of Stocks

Our Expert Thinking

This collection targets companies that profit from our natural desire to celebrate life events. From flowers and personalized keepsakes to jewelry and experiences, these businesses benefit from the predictable, culturally-ingrained spending patterns tied to birthdays, anniversaries, holidays, and other special moments in our lives.

What You Need to Know

While these stocks fall into the consumer discretionary category, many benefit from the non-negotiable nature of traditional celebrations. The gifting industry experiences predictable seasonal cycles, with clear revenue peaks around major holidays, but also maintains steady demand throughout the year for birthdays and personal milestones.

Why These Stocks

Each company was selected based on its direct connection to the gift economy. The portfolio includes established market leaders and innovative players across diverse gifting categories. With the rise of e-commerce and growing demand for personalized, experience-based gifts, these companies are positioned at the intersection of tradition and innovation.

Group Performance Snapshot

17.79%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 17.79% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎁

Celebration Never Goes Out of Style

People will always celebrate life milestones and holidays, creating reliable demand cycles these companies are perfectly positioned to capture. Even in tough times, we rarely skip marking special occasions.

💫

The Personalization Revolution

The gifting industry is being transformed by growing consumer demand for unique, customized products. Companies that enable personalization are seeing tremendous growth as shoppers increasingly seek one-of-a-kind items.

📱

Digital Convenience Driving Growth

E-commerce has revolutionized gift giving, making last-minute and long-distance gifting easier than ever. Companies embracing digital solutions are capturing new customers and expanding their reach beyond traditional retail models.

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