The Paradox Catalyst
Featured: DKS, CFLT, LEVI, TTWO, BROS (Week of December 15-21, 2025)
This week’s alternative data reveals accelerating consumer interest in value retail, data infrastructure, and entertainment franchises amid holiday dynamics.
DKS (Going Going Gone): “Going Going Gone” up 87% YoY - Discount outlet expansions with 70% off apparel deals signal inflation-driven bargain hunting, potentially enhancing Dick’s Sporting Goods’ inventory clearance and foot traffic.
CFLT (Confluent): “Confluent” up 75% YoY - Rising focus on real-time data streaming platforms indicates enterprise AI adoption momentum, supporting subscription revenue acceleration for Confluent.
LEVI: “Levi’s jeans” up 59% YoY - Baggy trends and cultural heritage blending with sustainable practices point to denim category strength, implying sales uplift for Levi Strauss.
VLTO (Pantone): “Pantone” up 50% YoY - Color of the Year debates on trends and symbolism reflect design industry engagement, highlighting Veralto’s color standards licensing potential.
TRZ.TO (Air Transat): “Air Transat” up 50% YoY - Resolved pilot strike and new routes like Montreal-Guadalajara suggest operational recovery, aiding Transat A.T.’s network expansion and load factors.
TTWO (Red Dead Redemption): “Red Dead Redemption” up 43% YoY - Enduring open-world appeal with mobile ports indicates franchise longevity, contributing to Take-Two Interactive’s recurring content revenue.
BROS (Dutch Bros): “Dutch Bros” up 42% YoY - Drive-thru coffee chain growth amid popularity spikes signals consumer loyalty, with implications for same-store sales and regional scaling.
031430.KS (Diptyque): “Diptyque” up 42% YoY - Niche fragrance innovations and sustainable expansions point to luxury market traction, supporting Shinsegae Intercos’ premium brand performance.
7936.T (Onitsuka Tiger): “Onitsuka Tiger” up 41% YoY - Mexico 66 sneakers’ TikTok virality and 200% growth reflect retro fashion momentum, bolstering Asics’ lifestyle segment.
EL.PA (Oakley): “Oakley” up 34% YoY - Retro sunglasses virality on TikTok with celebrity endorsements signals outdoor gear revival, aiding EssilorLuxottica’s eyewear portfolio.
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.