Rival
20262025

TRENDS & INSIGHTS

Every brand calls itself a challenger these days. At Rival, the term “challenger” isn’t seen as a position: small, new or number two in the category.

It’s considered a mindset, and any ambitious marketing leader can adopt it by prioritizing the three things that the Rival 50 scores every brand on: differentiation, relevance and talkability. That’s why Rival’s annual index includes start-ups alongside household names. What these brands share isn’t their size; it’s how they compete.

This year, using Rival Intelligence, Rival’s proprietary AI tool, 2,039 brands were screened to identify momentum signals and look-alike brands that nominations alone would have missed. Every source was then checked by a human, and the top 200 brands were each scored by a minimum of two independent reviewers.

The 2026 Rival 50 confirms what is already known. Challengers put their money into earned attention, creators and content. They’re often funny and always bold. They drop, they collaborate, they stage, they put their founders front and center, and they build communities that do the proselytizing for them. It works. But everyone has read that playbook now. It’s become table stakes, not an advantage.

So Rival went looking for what the Rival 50 are doing that most brands aren’t. Seven distinctive moves emerged, moves that go further, harder, braver and are more interesting than anything on the standard list. Some experts would argue that some of these moves aren’t new. Emotional advertising, owned characters and distinctive packaging have decades of research behind them. Those experts are right. But challengers grab these principles and use them in ways that disrupt their categories, and in doing so, they remind everyone why the principles mattered in the first place.

  1. Trend 1:FLIP THE CATEGORY’S EMOTIONAL CODESunscreen has always sold fear. Vacation sells leisure.
  2. Trend 2:START INSIDE A MICROCULTURE, THEN LET IT CARRY YOU OUTBandit grew out of the run-club scene before it asked anyone for attention.
  3. Trend 3:RUN YOUR BRAND LIKE A FRANCHISE, NOT A CAMPAIGNLiquid Death’s fans join its Country Club by signing over their soul.
  4. Trend 4:MARKETING MOVES INTO THE PRODUCT BRIEFGraza’s squeeze bottle turned olive oil into its own ad.
  5. Trend 5:SHIP THE BRAND UNFINISHEDHOKA let New York City runners write its campaign, one Strava mile at a time.
  6. Trend 6:SELL WHAT YOU TAKE AWAYSlate took the touchscreen out of the pickup truck.
  7. Trend 7:DESIGN FOR DISAGREEMENTDuolingo’s “unhinged” voice turns indifference into reaction.

Trend 01

FLIP THE CATEGORY’S EMOTIONAL CODE

Every category runs on one feeling, and it has for decades. Incumbents keep repeating it because their research says that’s what customers expect. Every ad that repeats the feeling deepens the link in people’s minds between the category and that emotion, until it becomes what customers expect from every brand in it.

The brands at the top of this year’s list find that feeling and turn it upside down. Sunscreen sells fear of sun damage, but Vacation sells the freedom to enjoy it. Footwear sells looking good, so Crocs leaned into “ugly.” Running brands sell superstars, yet HOKA tells the stories of everyday runners.

They don’t say something new inside the category’s emotional frame. They change the frame entirely.

Some brands go further. Instead of reversing the category’s emotion, they find the one it never served. Fenty offered affirmation to people prestige beauty had never represented: made for who you already are. Knix offered honesty to a category that spent decades talking around periods, leaks and postpartum bodies. Feeld offered belonging to people the major dating apps ignored. Sometimes the white space isn’t the opposite feeling; it’s the feeling nobody bothered to offer.

The best flips are anchored in something real. Goodles’ 14g of protein gives adults permission to eat mac and cheese. Fenty launched with 40 foundation shades and, unlike the brands that later expanded their ranges, put its deepest shades front and center, making affirmation something you could see on the shelf. These brands didn’t out-shout the incumbents. They made the incumbents’ promise feel dated.

Why it works: Emotion is the biggest lever marketing has. Les Binet and Peter Field’s analysis of the IPA effectiveness databank found that emotional campaigns produce more brand and business effects than rational ones, and are almost twice as likely over the long term to deliver top-box profit growth. In their words, “Feelings towards brands outlast memories of facts and figures about the brand.” But there’s a trap for challengers. Run emotional ads in the category’s default register and you’re building the leader’s brand, because the leader owns that feeling. Flip the code, or find the feeling the category never offered, and you get all the power of emotion, pointed at a feeling only you own.

Steal this: Write down the emotion your category has leaned on for 20 years. Ask what it would mean to sell the opposite, and which emotional need your category has never addressed. Then find the product truth that makes your answer believable. That’s where white space starts. Anything else is just a louder version of what your competitors are already saying.

Trend 02

START INSIDE A MICROCULTURE, THEN LET IT CARRY YOU OUT

Rival defines microcultures as communities of like-minded people connected by identity-defining interests and passions. The most powerful challengers on this year’s list don’t target audiences. They earn their way into these communities and grow outward from there.

Bandit was born in the run-club scene, Sidemen emerged from the worlds of UK YouTube, gaming and football, and Lomography built a society around analog photography. Elsewhere, Cactus Plant Flea Market occupies the intersection of toy collecting and streetwear, while Liquid Death borrows the codes of metal, punk and skate culture.

The data backs up the strategy. Brands built around or actively leveraging microcultures averaged 4.37 on relevance, compared with 4.17 across the top 50 as a whole. Four of the five brands with perfect relevance scores were microculture-led: Sidemen, Bandit, Buldak and Telfar. The same pattern holds for differentiation. Ten of the 14 brands in the top 50 with perfect differentiation scores were microculture-led. Serving a specific community gives a brand something harder to replicate than a broad appeal: a reason to matter to the people it wants to reach.

None of them marketed their way in. They started inside, spoke the language and gave the community something to rally around. They don’t feel like they’re invading the microculture because they work to its calendar, use its language and send its signals. Bandit’s community runs fit the rhythm of the running week and race season. Lomography gave analog shooters a shared vocabulary in its Ten Golden Rules (“Don’t think, just shoot”). Cactus Plant Flea Market releases on streetwear’s drop cadence, announced through the cryptic hints that collectors know to look for. Sidemen built in-jokes that only fans get. When a brand gets the details right, the community treats it as one of its own rather than a brand trying to sell to it.

But belonging doesn’t automatically translate into wider influence. Microculture-led brands vary considerably on talkability, which measures public conversation. Much of a community’s influence starts in private spaces such as group chats, Discord servers and collector forums before becoming visible more widely. The brands that break out give that influence a way to travel: something to forward, show off or bring a friend to, wherever the conversation happens.

Belonging also takes time. The brands that last find the connection between what the community needs and what the brand can uniquely contribute, then keep showing up. Bandit didn’t just sponsor runners. Through its Unsponsored Project, it backed more than 60 athletes without brand deals at the USATF championships, solving a real problem in the sport its community cares about. The biggest brands can build on that foundation by connecting with adjacent communities without losing what made them matter in the first place. Crocs brings together Jibbitz collectors, collaboration chasers, fashion fans and healthcare workers, while Sidemen spans gaming, football and music. Their growth comes from adding communities that fit the brand, not watering down the one that got them there.

Why it works: The mainstream is fragmenting. 79% of Gen Z say they feel a stronger sense of belonging in niche digital communities than in local communities or traditional institutions, while 45% of Gen Z, Millennial and Gen X Americans feel more connected to niche communities than mainstream culture. Nearly half (46%) prefer brands that cater to specific interests over mass-market ones, and half of Gen Z now create content about their fandoms. The opportunity for challengers is clear: the mainstream still exists, but it’s made up of a thousand smaller centers of gravity. The brands that win don’t try to pull people into their orbit. They find the orbits people already live in and earn a place there. As Cecelia Parrish, Principal and Microcultures Lead at Rival, puts it, brands can’t buy their way in: “Communities can spot a tourist from a mile away. The brands that belong show up on the community’s calendar, use its language correctly and give more than they take. Do that, and the community starts doing your marketing for you.”

Steal this: Stop focusing only on which demographic to target and start asking which community you could genuinely serve. Earn your way in with tools, rituals and respect, not ads, and find what your brand can uniquely contribute. Then give what the community creates a way to travel, from private spaces to public ones. That’s how a brand grows from a microculture into the wider culture.

Trend 03

RUN YOUR BRAND LIKE A FRANCHISE, NOT A CAMPAIGN

Last year, the Rival 50 identified challenger brands were thinking like media companies, publishing content to earn attention. This year’s leaders go a step further. They think like franchises: they don’t just make content, they own the characters, the world and the IP.

Vacation invented an entire fictional 1980s company, Vacation, Inc., while Liquid Death has built its identity around the same “murder your thirst” platform since its 2019 launch, extending the world through its irreverent Country Club, where more than 225,000 fans had signed up by 2023 to “sell” their souls for entry. Duolingo turned its owl mascot, Duo, into a character whose staged death became a story millions joined, while Cactus Plant Flea Market built a fandom around a four-eyed cactus. Others are investing in worlds that deepen with time. MINISO is moving from licensing other people’s characters to developing its own, including YOYO, while Lomography’s society and rules have shaped how its fans shoot and share photographs for more than 30 years. Sidemen and Bandit have taken that world-building into live experiences, creating their own recurring formats rather than sponsoring someone else’s. The Sidemen Charity Match filled Wembley with 90,000 fans and drew 2.2 million live viewers, while the Bandit Grand Prix brought 3,000 runners from 21 countries to race a Formula 1-style course through a Brooklyn warehouse. Returning each year, both events add another chapter to the brands’ lore. Across the Rival 50, the strongest brands are building characters, rituals, membership and fiction that can outlive any single campaign.

A world gives fans something to follow between purchases. And it changes how the brand’s work adds up: every new piece builds on what came before, while a campaign starts from scratch each time. Plenty of the Rival 50 lean on famous founders, but the most lasting worlds belong to brands that built their own characters.

Why it works: Owned characters are one of the most proven tools in marketing, and one of the most neglected. System1’s Orlando Wood calls them “fluent devices.” His research with the IPA found that campaigns with a fluent device are 73% more likely to report a large profit gain than those without. He also found that brand-owned characters were nearly twice as effective as celebrity endorsements at driving market share growth. Yet only 7% of brands use a fluent device character, and their use has been falling for years despite being as effective as ever. Staying power compounds it: Binet and Field found that business effects rise steadily the longer a campaign runs.

Steal this: Think like a showrunner, not a campaign planner. Define your brand world’s characters, rules and running jokes, then commit to them for years, not until the next agency review. Build a character you own before you rent a famous face.

Trend 04

MARKETING MOVES INTO THE PRODUCT BRIEF

For the brands at the top of the Rival 50, the biggest marketing decisions were made before a single campaign existed, in the product and packaging brief.

Graza put olive oil in a chef’s squeeze bottle, a first for the category, transforming an everyday kitchen staple into something instantly recognizable. As co-founder Andrew Benin put it, choosing the bottle meant “everything changed in terms of the visual appeal.” Vollebak’s founders, both former advertising creatives, design every garment to work as its own ad, while Tony’s Chocolonely built its mission into the product itself through its deliberately unequal chocolate bar. Slate’s bare truck serves as a blank canvas designed to be customized and filmed. Owala’s distinctive colorways invite collecting and showing off, while Crocs turned its clog, holes and all, into a canvas for self-expression.

In every case the product is the brand’s main media channel, so every sale is also an ad. And those design choices become assets the brand owns outright. When the big olive oil brands copied Graza’s squeeze bottle, they only made Graza look more like the original.

Why it works: Marketing science has long treated packaging and product design as media the brand already owns. Ehrenberg-Bass research, led by Jenni Romaniuk, shows that distinctive assets such as pack shape and color are how brands get noticed, remembered and chosen. Design a product to be seen, shared and filmed, and every unit sold earns a new impression. Reach grows with sales, not with spend.

Steal this: Get marketing into the product and packaging brief. Add one question to every development review: “What will this look like on someone’s phone?” If the product can’t market itself, your media budget is compensating for a design problem.

Trend 05

SHIP THE BRAND UNFINISHED

Incumbents ship finished products: sealed, complete and controlled. The brands at the top of the Rival 50 deliberately leave the last part undone and hand it to customers, fans and partners to complete.

What looks like an unfinished product turns out to be one of the most powerful growth strategies on the list, because every customer who finishes the brand becomes its marketer.

Crocs made its clog a canvas for self-expression. About three in four customers buy Jibbitz charms to customize their shoes, and Jibbitz generated $271 million in 2024. Every decorated pair becomes an ad the brand never had to pay for. Slate takes the same principle further, shipping a deliberately bare truck with more than 100 accessories and a do-it-yourself content hub. No two owners finish it the same way, turning each custom build into content worth sharing.

Other brands invite customers to shape the brand itself. When Duolingo staged the death of its owl mascot, Duo, it challenged users to earn 50 billion XP to bring him back. They surpassed the target, generating 50.9 billion XP, roughly five billion lessons, in just two weeks. Millions of learners became co-authors of the campaign. Figma makes participation an ongoing part of its platform: community files and plugins created by designers expand what the product can do, turning users into contributors to the ecosystem that attracts others. The Rival 50 data reinforces the pattern: 10 of the 12 brands identified as using this strategy rank in the top 30. When brands leave room for participation, customers become more than an audience. They become co-creators with a stake in sharing, promoting and defending what they’ve helped build.

Why it works: The behavioral science is clear. In Norton, Mochon and Ariely’s research on the “IKEA effect,” people valued their own amateur creations about as highly as experts’ work, and expected others to agree. A 2026 meta-analysis of 55 studies confirmed the effect: people value products more when they’ve helped make them, and they feel greater liking, ownership and connection to their identity. For a brand, that means co-creation builds attachment and turns customers into advocates. There’s one catch: labor leads to love only when the task is successfully completed. Half-finished and abandoned is frustrating, not empowering. That’s why Slate pairs its bare truck with how-to videos and Crocs makes adding a Jibbitz charm effortless. The winners make taking part easy, satisfying and worth showing off.

Steal this: Find the last 10% of your product, platform or campaign that you could hand over: a customization layer, a collective challenge, or real creative control for a collaborator. Then design for success, so taking part feels like an achievement rather than a chore. Leave space for others, and they won’t just buy your brand. They’ll build it, and they’ll do much of your marketing for you.

Trend 06

SELL WHAT YOU TAKE AWAY

Every category has a reflex: when in doubt, add. Brands add more features, more choice and more notifications, with each new version promising to do more than the last. Incumbents compete in that arms race because their customers, analysts and product roadmaps all reward it.

A growing group of the Rival 50 have done the opposite, making removal the selling point. Slate sells an electric pickup with no touchscreen, no paint and manual windows. Light Phone sells a phone designed to be used as little as possible, stripping away the browser, email, app store and social media. Vollebak removes seasonal collections, logos and lifestyle marketing, telling a single story about the material behind each garment. Mullvad takes the same principle to privacy, removing the need for an account, an email address or personal details. Customers receive only a number.

Around them is a cluster of analog and opt-out brands that sell what the algorithm took away. Lomography sells imperfection, Hobonichi sells the paper planner, Numero Group sells vinyl box sets, Chase Bliss sells physical controls, and Playdate sells a handheld with a crank and a fixed season of games. Each one tells its customers what they don’t have to deal with anymore. The data suggests that this kind of restraint resonates particularly strongly with human reviewers. Slate ranked just #187 in Rival Intelligence’s AI estimate, but human reviewers lifted it into the top 10, awarding it a score of 4.20. Vollebak earned a perfect 5.0 for differentiation. In 2025, Light Phone stood largely alone in this territory; in 2026, restraint and analog brands have emerged as one of the index’s most distinctive groups.

These brands aren’t cheap versions of the category leaders. Restraint takes discipline, and these brands charge for it. Slate charges extra for the accessories that put features back, and Vollebak prices its experiments as premium products. The thing that’s missing is the product.

Why it works: Subtraction is a blind spot, and that’s exactly why it’s an opening for challengers. In research published in Nature, Adams, Converse, Hales and Klotz showed that people systematically default to searching for additive changes, consequently overlooking subtractive ones. As co-author Ben Converse explained, subtractive ideas require more cognitive effort, so when people move fast, they add. Category leaders, with their roadmaps and feature checklists, are especially prone to this bias. Meanwhile, demand for less is growing: a 2025 YouGov survey found that 47% of Americans under 30 were striving to reduce their screen time, compared with 32% of older Americans. In a separate 2025 Harris Poll survey for Quad, 81% of Gen Z adults said they often wished they could disconnect from digital devices more easily. When the whole category is adding, the brand that subtracts stands out.

Steal this: Run a subtraction audit. List every feature, option and message in your product and marketing, then ask which ones your customers would pay you to remove. Look for the one thing you could take out that would become the story. If competitors would never dare remove it, that’s probably the one.

Trend 07

DESIGN FOR DISAGREEMENT

Most marketing is built to avoid rejection. Concepts are tested until nobody objects, scripts are softened until nothing is left to dislike, and brand voices are sanded down to inoffensive. The brands at the top of the Rival 50 accept that a strong reaction is the goal, whatever its direction.

Liquid Death turned negative reviews and comments into content with Greatest Hates, a series of albums made from its critics’ words, including a third volume in 2023. Crocs stopped defending its looks and leaned into them; as one Wharton marketing lecturer described the shift, the message became, in effect, “we know we’re ugly, but that’s why you should love us.” Duolingo built an “unhinged” social voice that some find excessive, while Who Gives A Crap made toilet humor its calling card in a category more accustomed to feathers and puppies. Cactus Plant Flea Market and Vollebak take a different route, making products that can leave people baffled, from cartoon doodles on expensive streetwear to jackets made with graphene. The confusion is part of the appeal, separating those who get it from those who don’t. The Rival 50 scores bear out the link between provocation and performance: a brand nobody could object to is unlikely to earn a perfect 5.0 for differentiation, and the brands willing to polarize also command attention. Crocs (4.65), Liquid Death (4.30) and Duolingo (4.26) are among the most talked-about brands in the index. They would rather be loved by some and mocked by others than ignored by everyone. Indifference is the real threat.

The best of these brands polarize people’s views of the brand, never of their customers. They make fun of the category, its conventions and themselves. Being polarizing doesn’t mean being cruel. It means having a point of view sharp enough that some people will push back.

Why it works: Polarization works because brand fans defend what they love. Researchers Xueming Luo, Michael Wiles and Sascha Raithel studied the issue for Harvard Business Review and found that “some companies succeed by intentionally antagonizing brand detractors,” which can create buzz and strengthen the brand’s connection with its most enthusiastic customers, because people feel compelled to defend a favorite product under attack. They point to a Kraft campaign for Miracle Whip that raised sales by 14%. Duolingo offers rare public evidence of what happens when a brand flinches. In its Q3 2025 shareholder letter, the company said user growth was slightly slower than the previous quarter, in part because it posted less “unhinged” content on its English-language social accounts. On the earnings call, the company put it bluntly: without the unhinged posts, its posts were much less likely to go viral, and that did have an impact on user growth. The company has since brought the voice back.

Steal this: Decide who you’re willing to lose. Write down the customers or critics whose disapproval you can live with, and the conventions you’re willing to mock. Then test creative for strength of reaction, not just for absence of complaints. And once you’ve found your edge, don’t sand it down at the first sign of backlash. Duolingo learned what that costs.

ONE MOVE GETS YOU NOTICED. A STACK MAKES YOU HARD TO BEAT.

NONE OF THESE SEVEN MOVES STANDS ALONE.

The brands at the top of the Rival 50 combine them, and each move strengthens the others.

The pattern holds across the index. Brands in our top 20 use an average of 2.8 of these seven moves, against 1.65 for brands ranked 31st to 50th. Every brand using four or more moves sits in our top 25. That’s what makes these brands so hard to copy. A competitor can borrow one move, such as a stunt, a character or a limited drop. It can’t easily copy a set of moves that grew up together and reinforce one another.

The real lesson isn’t to pick one trend from this list, but to work out which combination fits your brand, then build a system where each move makes the others stronger.

THE CHALLENGER’S EDGE

The standard playbook gets a brand noticed. These seven moves are what change categories. And not one of them needs a bigger budget. They need a braver brief.

About the data

Scores, rankings and archetypes cited in this report come from the 2026 Rival 50 database: 2,039 brands screened using Rival Intelligence, with the top 200 each scored by two independent human reviewers on differentiation, relevance and talkability. Analysis of which brands are microculture-led, and of how many of the seven moves each top-50 brand uses, is based on Rival’s editorial classification of each brand against the moves described in this report.

WHAT IT MEANS FOR MARKETERS

None of this is a formula. Not every brand needs to be provocative, invent a fictional world or turn its customers into creators. The point is that the same investment works harder behind a distinctive idea than behind another version of what the category already does. A competitor can copy a single stunt. It can’t easily copy a system of moves that are activated together.

The principles of challenger marketing are timeless. The frontier isn’t. The brands in this report show where it is now, and why the brands that stand still will soon find themselves behind it.

CONCLUSION

THE CHALLENGER’S EDGE IS A CHOICE.

The brands in this year’s Rival 50 don’t share a size, a sector or a budget. Some are start-ups; others are household names. What connects them is a refusal to accept that the rules of their category are the limits of what their brand can become.

Their success rests on principles that don’t change. People notice what’s different. They’re drawn to what reflects who they are. They talk about what gives them something to say. Differentiation, relevance and talkability are human truths, and they’re as old as marketing itself.

What changes is how the best brands act on them. This year, the Rival 50 flipped their categories’ emotional codes, earned their way into microcultures, built worlds people want to be part of, designed products that market themselves, left room for customers to finish what they started, sold what they took away and accepted that a strong reaction beats indifference. The brands at the top didn’t pick one move. They combined several, building systems competitors can’t easily copy.

None of this needs a bigger budget. It needs a braver brief.

You don’t have to be a challenger brand to think like one.

Being a challenger isn’t a market position. It’s a mindset, and any marketer can adopt it, whether they’re leading a start-up or managing a portfolio brand inside a global business. Here are ways to start:

  • Audit your category’s conventions. List the things every brand in your category does: the feelings it sells, the claims it makes, the way it looks and the channels it uses. Then ask which ones your customers wouldn’t miss. Every convention is an opening.
  • Find the emotion your category forgot. Write down the feeling your category has sold for decades, then ask what it would mean to sell the opposite, or the feeling nobody has offered at all.
  • Map the communities around your brand. Look for the microcultures already gathering around your product, your category or the problems it solves. Ask what you could genuinely contribute, not just what you could sell them.
  • Bring marketing into the product review. Add one question to every product and packaging decision: “What will this look like on someone’s phone?”
  • Run a subtraction audit. List every feature, option and message, and find the one thing you could remove that would become the story.
  • Design for participation. Identify the part of your product or campaign you could hand to customers or partners to finish.
  • Check your stack. Look at which of the seven moves you already use, and which could reinforce them. The strongest brands don’t run moves in isolation; each one makes the others stronger.

For marketing leaders, the mindset matters as much in how teams work as in what they make. Build briefs around the convention you’re breaking, not just the message you’re sending. Give teams room to test bolder ideas in smaller markets before scaling them. And measure what matters: whether your brand is becoming more different, more relevant and more talked about, not just more visible.

Why it matters: the commercial case

Challenger thinking isn’t about being provocative for its own sake. Every move in this report earns its place because of what it does for the business: building the kind of difference that drives growth, the relevance that earns loyalty, and the talkability that makes every pound and dollar of marketing work harder. In a year when budgets are tight and expectations keep rising, that’s the advantage that counts.

That’s where Rival comes in. We help ambitious brands find the conventions holding them back, then break them to drive commercial growth. Our teams in London, Boston and Cape Town work alongside Rival Intelligence, our own AI platform, to spot where your category is stuck and where the openings are. Whether you want to understand your category’s conventions, find the microcultures that could carry your brand, or turn these findings into a plan for your own team, we’re ready to help.

The frontier of marketing keeps moving. The Rival 50 show where it is today. The question for every marketer is where you’ll take it next.

Rival Presents the Top 50 Challenger Brands of 2026