← all events raw scan snapshot Feb 26, 2026 — prices as of scan date, not live 40 rows · screens, not recommendations superseded by2026-04-26-consumer-scan ported fromresearch/classic/scans/_archive/2026-02-26-consumer-scan.md scan slugconsumer-scan source typescan-archive
Consumer bifurcation persists — HIMS still in deep distress (RSI 9), DECK surging to RSI 75 (overbought), DPZ fully recovered to RSI 52. LULU and NKE holding gains. CMG stable. CROX pulling back from overbought.
Quick Snapshot Signal Reading Overall 🟡 BIFURCATED — One name in distress (HIMS), most others neutral-to-healthy. DPZ completed its recovery. DECK now overbought. Leaders DECK ($119.46, RSI 75), LULU ($185.43, RSI 64), NKE ($64.16, RSI 55) — Momentum sustained Laggards HIMS ($15.23, RSI 9) — Still extreme distress, -50% 30D
Price Table (Validated 2026-02-26) Stock Price 7D 30D RSI SMA20 vs SMA Status Action HIMS $15.23 -3.7% -49.7% 9 ↓ $19.54 -22.1% 🔴 Extreme capitulation ✅ Strong Buy (Speculative) LULU $185.43 +1.4% -3.8% 63.7 $177.62 +4.4% 🟢 Above SMA, momentum 🔒 Hold CMG $37.92 -0.1% -4.5% 47.7 $38.07 -0.4% 🟡 Neutral, at SMA 🔍 Watch DPZ $396.53 +3.0% -4.2% 51.9 $394.11 +0.6% 🟡 Neutral, above SMA 🔒 Hold CROX $93.68 -2.9% +11.6% 62.0 $90.90 +3.1% 🟢 Above SMA, cooling 🔍 Watch DECK $119.46 +1.2% +17.9% 74.7 $115.79 +3.2% 🟠 Near Overbought ⚠️ Avoid NKE $64.16 -2.2% -1.3% 54.9 $63.33 +1.3% 🟢 Above SMA, stable 🔒 Hold
Tier Analysis Capitulation (RSI < 20) — Extreme Washout Stock RSI vs SMA 30D Notes HIMS 9 ↓ -22.1% -49.7% RSI 9 — near-historic. Telehealth/GLP-1 compounding ban fears driving sustained collapse. -50% from 30D high. Binary outcome: massive bounce or continued knife-catching.
Neutral / Recovering (RSI 40-65) Stock RSI vs SMA Trend CMG 47.7 -0.4% Neutral — at SMA, modest 30D decline, awaiting catalyst DPZ 51.9 +0.6% Full recovery from RSI 26 low on 02/22 — now neutral NKE 54.9 +1.3% Turnaround above SMA — holding Feb gains CROX 62.0 +3.1% Pulling back from overbought RSI 71 — cooling healthily LULU 63.7 +4.4% Sustained above SMA — uptrend intact from RSI 36 low
Overbought / Near-Overbought (RSI > 70) Stock RSI vs SMA Trend DECK 74.7 +3.2% Extended — RSI surged from 48 on 02/22 to 75 now. +18% 30D. Don't chase.
Entry Zones Stock Zone RSI Trigger Thesis 🟢 HIMS $13-$16 RSI < 15 SPECULATIVE — RSI 9 is historic. FDA compounding ban fear may be overcorrected. Extreme risk/reward. Size very small. 🟡 CMG $36-$38 RSI < 40 MEDIUM — Restaurant leader, secular growth story. At SMA — wait for weakness to RSI < 40. 🟡 NKE $62-$65 RSI < 50 LOW-MEDIUM — Turnaround thesis intact, above SMA. Add on any dip back to SMA.
Action Matrix Stock Signal Action Notes HIMS 🔴 RSI 9 ✅ Strong Buy (Speculative) Historic washout. Only for high risk tolerance. -50% 30D means priced for near-zero. LULU 🟢 RSI 64 🔒 Hold Sustained above SMA. Uptrend intact — hold through consolidation. CMG 🟡 RSI 48 🔍 Watch Neutral at SMA. No urgency — wait for RSI < 40 for a cleaner entry. DPZ 🟡 RSI 52 🔒 Hold Remarkable recovery from RSI 26. Franchise thesis intact — hold. CROX 🟢 RSI 62 🔍 Watch Cooling from overbought. +11.6% 30D gains need to consolidate. Watch for RSI < 50. DECK 🟠 RSI 75 ⚠️ Avoid Overbought and extended — +18% 30D. Don't chase; wait for pullback to RSI < 55. NKE 🟢 RSI 55 🔒 Hold Turnaround building. Above SMA. Hold existing; add on weakness.
What Changed (vs 2026-02-22) Stock Feb-22 RSI Feb-26 RSI Move Note HIMS 4 9 Slight improvement Still extreme — marginal bounce, -50% 30D LULU 60 63.7 Improved Momentum sustained above SMA CMG 45 47.7 Flat/slight improvement Consolidating at SMA DPZ 26 51.9 Major improvement Full recovery — RSI doubled in 4 days CROX 71 62.0 Improved Pulling back from overbought — healthy DECK 48 74.7 Surged RSI jumped 27 points — now overbought NKE 61 54.9 Slight decline Minor pullback — still above SMA and healthy
The Gold Key Discoveries Discovery Implication HIMS RSI 9 persists (-50% 30D) Either historic buying opportunity or broken thesis — thesis verification needed before sizing up DPZ fully recovered from RSI 26 to RSI 52 in 4 days Fast mean-reversion confirms franchise thesis; no longer a contrarian entry DECK surged from RSI 48 to RSI 75 in 4 days Momentum buyers piling in — overbought now, wait for pullback CROX cooling after overbought (RSI 71 → 62) Healthy consolidation; possible re-entry at RSI 45-50
Mistakes (Don't Repeat) Mistake Lesson Chasing DECK above RSI 70 +18% 30D moves require patience — wait for RSI < 55 for better entries Treating DPZ RSI 26 as ongoing entry Recovery was fast (4 days) — mean-reversion trades need quick execution
Open Questions
HIMS : Is the FDA compounding ban permanent or being litigated? RSI 9 is irrational if the ban is reversed.CMG : What's the restaurant traffic trend? RSI 48 and -4.5% 30D — needs a catalyst to break higher.NKE : Is volume confirming the turnaround or is this a dead-cat bounce from the Jan lows?
No direct external sources are attached to this read.