AssetFlow.ai

Brand Discovery Index — June 2026

How to Read This — Spotlight

What the index measures: how broadly a brand is being discovered. A breakout means attention arriving from many distinct sources at once, not just a bigger crowd from one.

Xiaomi is the sheet's strongest new breakout. On the left, its established sources; on the right, its attention network as it stands this month. Solid spokes are new or surging sources; dashed hollow spokes are the established base, labeled with who they are to the brand.

Xiaomiattention broadensXiaomi MiMoXiaomi MiMoproduct · surgingXiaomi Mi 1Xiaomi Mi 1product · newRedmiRedmisubsidiaryPocoPocosubsidiaryOppoOppocompetitorShou Zi ChewShou Zi ChewleadershipXiaomiits established basethis month

Xiaomi posts a Composite Z of +1.96 this month, its 6th straight month of broadening discovery and its first breakout flag of this cycle. The new breadth is coming from Xiaomi MiMo (product), Xiaomi Mi 1 (product), both new or surging additions to its attention network this month, on top of its established base. The fresh breadth arrives against a decayed base — a step-change in how widely the brand is being discovered, whichever way the underlying story cuts. Its closest co-moving peer is OnePlus (attention co-movement 0.57 across 9+ years of shared history), worth watching in tandem.

The Lifecycle chip marks where the brand sits in its overall attention arc:

TermMeaning
LifecyclediscoveryRising from a low base.
mainstreamingClimbing toward its peak.
saturationNear peak — little headroom left.
dormantLow and flat — off the radar.
decayDeclining from a prior peak.

Lifecycle is the slower, structural read: it's set from each brand's year-over-year attention trend and its level versus its own all-time peak, and only changes once a new stage holds for two straight months, so it won't flip on a single noisy month. The two also read different axes: Lifecycle reflects a brand's overall attention footprint (its size), while Composite Z reflects its breadth (how many distinct sources), which is why the two can disagree.

Top movers of the past 12 months

0.42 0.36 0.56 0.42 0.24 0.06 0.06 -0.09 -0.22 -0.29 -0.29 -0.25 Clean & Clear Harry Styles Allbirds Anker Expedia Jacob Elordi Expedia American Eagle Jacob Elordi Southwest Airlines Forever 21 Aldi Forever 21 Southwest Airlines Depop Google Doritos Beyoncé A24 Sol de Janeiro Panda Express Aveeno Jacob Elordi Dr Pepper Beyoncé Google Nintendo LeBron James Forever 21 Lemon8 Doritos LeBron James Drake Forever 21 Aldi Xiaomi Dyson Quora Nintendo Dyson Aveeno Quora Oura Dick's Sporting Goods Tarte Tarte Hims & Hers Cetaphil Coco Gauff Oura Crunchyroll Victoria's Secret Turo Grubhub Oura Chick-fil-A Tarte La Roche-Posay PlayStation Elon Musk Tarte MAC Mounjaro Elon Musk Oura La Roche-Posay Samsung Twitch Erewhon Liquid Death Erewhon Mounjaro Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026 Jun 2026 -3 0 3 Composite Z (attention momentum)

Green shading marks names above that month’s 97.5th percentile (breaking out); red marks the bottom 2.5% (fading). The names labeled on each tail are that month’s extremes — on screen, hover a name for what was behind the move: its new and surging contributors (or the ones that went quiet) and what the month’s press coverage centered on. Weight left of zero marks a month when attention narrowed across the board.

Where attention is broadening

New breakouts this month (first flag of this cycle): Xiaomi, Jeep, Under Armour, Burberry, Vuori, Drake. The rest are carryover flags, still elevated from earlier months.

Composite Z is each brand's attention-breadth momentum versus its own history: how much more, or less, broadly it's being discovered this month. Bar length scales with the magnitude (green rising, red fading).

Brands whose attention is broadening fastest this month, each measured against its own history. A strong monthly signal can sit alongside a decay lifecycle: recent momentum versus long-run level, a step-change in how widely the name is being discovered — in either direction.

BrandTickerSectorLifecycleComposite ZTrend (12 mo)
SamsungSSU.VIConsumer Techdecay+2.40
TwitchAMZNGamingsaturation+2.32
ErewhonRetaildiscovery+2.11
QualcommQCOMConsumer Techdecay+2.07
Richard MilleLuxurymainstreaming+2.05
XiaomiConsumer Techdecay+1.96
JeepAutosdecay+1.93
Under ArmourUAAppareldecay+1.89
BurberryBRBY.LLuxurydecay+1.85
VuoriAppareldiscovery+1.79
DrakeCreators & Celebritiesdecay+1.73
TissotAccessoriesdormant+1.69

Where attention is narrowing

Lowest composite-Z brands, the fade side of the index. Bar length scales with the magnitude of the decline.

BrandTickerSectorLifecycleComposite ZTrend (12 mo)
Clean & ClearBeauty & Personal Caredecay-4.00
Harry StylesCreators & Celebritiesdiscovery-3.87
AllbirdsBIRDFootweardiscovery-3.33
NothingConsumer Techdecay-2.93
BeRealDigital & Mediadecay-2.87
Sol de JaneiroBeauty & Personal Caredecay-2.71
ChanelLuxurydecay-2.70
A24Digital & Mediasaturation-2.65
SupremeVFCAppareldecay-2.60
ZendayaCreators & Celebritiesdiscovery-2.50
Panda ExpressFood & Beveragedecay-2.48
RevlonREVBeauty & Personal Caredecay-2.06

Top 5 Brands by Category

The five strongest breadth-momentum names in each sector. Trend (Z) is the same Composite Z as the tables above, ranked within sector; Attention Δ is the month's change in the brand's overall attention level: momentum in breadth versus momentum in size, and the two can disagree.

SectorRankBrandTickerLifecycleTrend (Z)Attention Δ
Apparel1Under ArmourUAdecay+2.00+0.27
2Vuoridiscovery+1.79+1.13
3Championdecay+0.81-0.52
4AritziaATZ.TOdecay+0.80-0.47
5Carharttdormant+0.47+0.16
Footwear1Hey Dudemainstreaming+0.98+0.30
2BrooksBRK-Bdecay+0.71-0.41
3Clarksmainstreaming+0.70-0.52
4Dr. MartensDOCS.Ldecay+0.59-0.08
5Steve MaddenSHOOdecay+0.56-0.49
Luxury1Richard Millemainstreaming+2.02+0.62
2BurberryBRBY.Ldecay+1.82-0.20
3Prada1913.HKdecay+0.61-0.12
4Rolexdecay+0.58+0.24
5Louis VuittonMC.PAdecay+0.30-0.41
Accessories1Tissotdormant+1.71+0.21
2Owaladecay+0.85+0.00
3FossilFOSLdecay+0.63-0.07
4Casiodecay+0.24+0.51
5Michael KorsCPRIdecay+0.08-0.38
Beauty & Personal Care1MACELdecay+1.09-0.37
2Moroccan Oildecay+0.91-0.32
3Rhode+0.74+0.79
4Tarte4922.Tdecay+0.67-0.90
5OlaplexOLPXdiscovery+0.64+3.43
Food & Beverage1Liquid Deathmainstreaming+1.61+0.29
2DoritosPEPdecay+1.26-0.07
3Cheez-Itdecay+1.25+0.00
4LaysPEPdecay+1.23+0.01
5Chick-fil-Adormant+1.15+0.12
Retail1Erewhondiscovery+2.11+1.33
2Labubudiscovery+1.48
3Kohl'sKSSdecay+0.86-0.66
4CostcoCOSTdecay+0.81-0.22
5CVSCVSdecay+0.54-0.33
Gaming1TwitchAMZNsaturation+2.32
2NintendoNTDOYdecay+0.88-0.21
3Xboxsaturation+0.54+0.07
4Minecraftdecay+0.36
5Fortnitesaturation+0.25
Digital & Media1EtsyETSYdecay+1.55
2StockXdecay+1.44+0.08
3DepopETSYmainstreaming+1.20+0.59
4ThreadsMETAdecay+1.18
5Apple TV+AAPLdecay+1.15
Consumer Tech1SamsungSSU.VIdecay+2.40-0.02
2QualcommQCOMdecay+2.07+0.09
3Xiaomidecay+1.91-0.14
4Hugging Facedormant+1.40
5OpenAIsaturation+1.27
Autos1Jeepdecay+1.94-0.22
2TeslaTSLAdecay+1.03+0.00
3Lucid MotorsLCIDdecay+0.52+0.00
4BYDdecay+0.11-0.20
5RivianRIVNdecay-0.02-0.08
Fintech1Chimedecay+1.63-0.22
2RobinhoodHOODdecay+1.39+0.02
3CoinbaseCOINdecay+0.91-0.52
4Klarnadecay+0.14-0.65
5VenmoPYPLdecay-0.04-0.18
Travel1DoorDashDASHdormant+0.32-0.04
2MarriottMARdecay+0.12-0.12
3Southwest AirlinesLUVsaturation+0.09-0.06
4Delta Air LinesDALdecay-0.42-0.18
5UberUBERdecay-0.56-0.22
Health & Wellness1Mounjarodormant+1.59
2Ozempicdecay+0.94
3Hims & HersHIMSmainstreaming+0.77-0.13
4Novo NordiskNVOdecay+0.53-0.55
5Eli LillyLLYmainstreaming+0.49+0.31
Creators & Celebrities1Drakedecay+1.73
2Lionel Messidecay+1.41
3Jensen Huangmainstreaming+1.40
4Billie Eilishsaturation+1.19
5Kevin Hartmainstreaming+0.99

Theme Discovery Leaderboard

Investment themes ranked by how broadly they're being discovered this month, each measured against its own history — the same breadth-momentum lens as the brand tables above, aggregated to the whole theme. Effective names reads the concentration within a theme: a high number means many names share the attention (a broad field), a low number means one name is carrying it.

ThemeDiscovery Index6 mo agoEffective namesNames
Food & QSR+1.48+1.018.620
Delivery, Gig & Travel+1.35+0.077.017
Consumer Tech+1.28+0.998.031
Beauty+0.85-1.595.954
AI+0.70+0.976.216
Beverages+0.54+0.603.76
Footwear & Sneakers+0.49+1.1210.632
Apparel & Activewear+0.10-1.6911.133
Luxury & Accessories-0.06+0.929.929
Fintech-0.37+0.212.49
Gaming-0.38-0.779.412
Social & Streaming-0.44-1.267.220
Retail & Ecommerce-0.52+0.076.218
Creators & Celebrities-0.73-0.1218.049
Health & Wellness-0.88-0.643.97
Autos & EV-1.64+0.098.612

Brands That Move Together

Some names' attention moves in lockstep: when one breaks out, the other tends to follow. These are the strongest attention co-movement pairs over five-plus years of shared monthly history where at least one side appears on this sheet. Direct flow shows how much attention actually travels directly between the two names in the last three months. A dash means no meaningful direct flow; the co-movement then reflects a shared audience rather than a direct link. This month shows which side of each pair is broadening right now.

PairCo-movementDirect flowThis month
Jensen Huang Nvidia0.87strongJensen Huang leading
A24 Discord0.87Discord leading
Elon Musk Tesla0.72strongboth broadening
OpenAI Sam Altman0.69strongOpenAI leading
Delta Air Lines United Airlines0.66strongboth narrowing
BMW MAC0.65MAC leading
PayPal Tesla0.64moderateTesla leading
SpaceX Tesla0.64strongboth broadening

Strongest Co-Movements — All Tracked Brands

The tightest attention co-movements across the entire tracked universe over five-plus years of shared history — regardless of whether either name is moving this month. These are structural pairings: a company and the executive who fronts it, direct rivals, siblings, a platform and its ecosystem. They tend to move as a unit, so a breakout in one is a standing tell to watch the other.

PairCo-movementDirect flowThis month
Jensen Huang Nvidia0.87strongJensen Huang leading
A24 Discord0.87Discord leading
Jake Paul Logan Paul0.83strongJake Paul leading
Coach Kate Spade0.80moderatemixed / flat
Elon Musk SpaceX0.77strongboth broadening
Audemars Piguet Swatch0.76moderatemixed / flat
Elon Musk Tesla0.72strongboth broadening
eBay Steam0.71both narrowing
Amazon Audible0.69moderateAmazon leading
OpenAI Sam Altman0.69strongOpenAI leading
Riot Games Valorant0.68strongboth narrowing
Elon Musk PayPal0.68strongElon Musk leading
Request a sample. A full back-data sample (the complete index and brand taxonomy, with history through last quarter) is available under NDA: enough depth to backtest, delivered as a flat file, REST API, or Snowflake share. Get in touch: [email protected].

Coverage: 359 names (268 consumer brands, 49 public figures, 42 digital & AI platforms), monthly, with roughly 8 years of history. Separate European and China editions available. Composite Z is each name's discovery-breadth momentum, standardized against its own history (with an attention-focus filter). Underlying data and methodology are proprietary to AssetFlow.ai LLC. This report is an independent publication of AssetFlow.ai LLC; its consumer-brand signal is benchmarked against publicly released results of Piper Sandler’s Taking Stock With Teens® survey. AssetFlow.ai LLC is not affiliated with, sponsored by, endorsed by, or licensed by Piper Sandler & Co. or any of its affiliates; references to the survey are solely for benchmarking and identification purposes. Not investment advice.