The Paradox Catalyst
Featured: LEVI, TTWO, PG, NYT, TPR (Week of December 22-28, 2025)
This week’s alternative data reveals accelerating consumer interest in fashion and lifestyle brands, alongside shifts in transportation and wellness sectors.
$TPR (Coach): searches up 29% YoY - Viral Tabby bag and Brooklyn style with Gen Z indicate strong brand revival and potential revenue acceleration in accessible luxury.
$ITX.MC (Oysho): “Oysho” searches up 31% YoY - Activewear expansion with sustainable lines and fitness apps suggests growing wellness demand supporting Inditex’s portfolio diversification.
$7936.T (Onitsuka Tiger): “Onitsuka Tiger” searches up 41% YoY - Mexico 66 sneakers viral on TikTok with celebrity endorsements point to retro fashion momentum driving Asics’ growth in casual footwear.
$AZUL4.SA (Azul): “Azul” searches up 24% YoY - Debt reduction and investments amid music-related buzz signal improving financial stability and potential traffic recovery for the airline.
$EL.PA (Oakley): “Oakley” searches up 34% YoY - Retro sunglasses viral on TikTok with endorsements highlight outdoor gear trends bolstering EssilorLuxottica’s premium eyewear segment.
$LEVI: “Levi’s jeans” searches up 59% YoY - Baggy trends and sustainable heritage blends point to robust denim demand ahead of Levi Strauss’ seasonal sales cycles.
$9992.HK: “blind boxes” searches up 220% YoY - Return of popular Labubu series and brand adoptions indicate repeat purchase growth boosting Pop Mart’s consumer collectibles business.
$CAR (Zipcar): “Zipcar” searches up 40% YoY - UK operations closure raises questions on car-sharing viability and potential margin pressures for Avis Budget Group’s mobility unit.
$EPRO-B.ST: “Espresso machines” searches up 85% YoY - Innovations in portability and AI for home brewing indicate premium appliance demand growth for Electrolux Professional’s consumer segment.
THE TIMING ADVANTAGE
Markets move on change, but only after recognizing it. Alternative data detects behavioral shifts at their inflection point, giving you time to research and position before consensus forms.
Data Source: Paradox Intelligence (paradoxintelligence.com)
All metrics represent Year-over-Year percentage changes.
This newsletter provides research ideas and data signals only. It is not investment advice. Always conduct thorough due diligence and consult appropriate advisors before making investment decisions.