← all events raw scan snapshot Mar 3, 2026 — prices as of scan date, not live 44 rows · screens, not recommendations superseded by2026-04-26-consumer-scan ported fromresearch/classic/scans/_archive/2026-03-03-consumer-scan.md scan slugconsumer-scan source typescan-archive
Consumer under pressure — NKE and DECK selling off, HIMS stays washed out (RSI 40), LULU /CMG neutral. DPZ now the lone strength. SHOP quietly holding gains.
Quick Snapshot Signal Reading Overall 🟡 MIXED/WEAKENING — Consumer discretionary struggling with macro headwinds; most names below or near SMA20 with declining RSI. Leaders DPZ ($408.38, RSI 61, +3.9% vs SMA), SHOP ($122, RSI 46, +2.9% vs SMA), CROX ($93.68, RSI 62) Laggards HIMS ($15.82, RSI 40, -8.7% vs SMA), NKE ($59.40, RSI 40, -5.5% vs SMA), DECK ($109.89, RSI 36, -5.5% vs SMA)
Price Table (Validated 2026-03-03) Stock Price RSI SMA20 vs SMA 7D% 30D% Signal HIMS $15.82 40 ↓ $17.32 -8.7% +2.3% -35.2% 🟡 Bouncing weakly, still washed LULU $174.27 45 $178.47 -2.4% -2.9% -2.1% 🟡 Neutral, below SMA CMG $36.92 43 $37.72 -2.1% +1.2% -7.5% 🟡 Neutral, soft DPZ $408.38 61 $393.13 +3.9% -1.4% +1.7% 🟢 Above SMA, holding CROX $93.68 62 $90.90 +3.1% -2.9% +11.6% 🟢 Still above SMA, momentum fading DECK $109.89 36 $116.24 -5.5% -9.1% -2.1% 🟡 Approaching oversold, breakdown NKE $59.40 40 $62.86 -5.5% -6.7% -6.9% 🟡 Approaching oversold, weak trend SHOP $122.00 46 $118.57 +2.9% +4.3% +7.0% 🟡 Neutral but holding above SMA
Tier Analysis Capitulation (RSI < 25) — Extreme Washout None currently. HIMS recovering from Feb lows.
Oversold (RSI 25-40) — Watch for Entry Stock RSI vs SMA 30D Notes DECK 36 -5.5% -2.1% Pulled back hard from RSI 48 (Feb-22). Broken momentum. Watch $105 support. NKE 40 -5.5% -6.9% Turnaround thesis being tested. -6.7% in 7 days. Needs volume buying.
Neutral (RSI 40-60) — No Urgency Stock RSI vs SMA Trend HIMS 40 -8.7% Was RSI 4 in Feb, recovering but still fragile LULU 45 -2.4% Lost Feb momentum, back below SMA CMG 43 -2.1% Stubbornly below SMA, no catalyst SHOP 46 +2.9% Quiet strength, best risk/reward in group
Strong (RSI 60+) — Momentum or Overbought Stock RSI vs SMA Trend DPZ 61 +3.9% Continued recovery from Feb RSI 13 low — franchise model resilient CROX 62 +3.1% Earnings gap holding but momentum slowing (-2.9% 7D)
Entry Zones Stock Zone RSI Trigger Thesis 🟢 DECK $105-$112 RSI < 35 Hoka/UGG brand strength intact. Oversold from $118 high. Entry if RSI hits low 30s. 🟢 NKE $56-$60 RSI < 38 Turnaround underway but losing momentum. Elliott Hill era restructuring. Size small. 🟡 LULU $168-$175 RSI < 40 Athleisure leader, still -57% from peak. Below SMA again — wait for RSI < 35. 🟡 CMG $35-$37 RSI < 38 Resilient QSR. Below SMA but nothing broken. Good DCA level if macro stabilizes. 🔍 SHOP $115-$120 RSI < 40 E-commerce platform strength. Above SMA, positive 7D. Wait for any dip. ⚠️ HIMS $14-$16 RSI < 30 Still -35% in 30D despite bounce. FDA risk not fully resolved. Speculative only.
Action Matrix Stock Signal Action Notes DECK 🟡 RSI 36 📈 Accumulate Approaching oversold. Broken short-term but long thesis intact. NKE 🟡 RSI 40 📈 Accumulate -6.7% in 7D — testing faith in turnaround. Small position ok. LULU 🟡 RSI 45 🔍 Watch Lost SMA. Wait for RSI < 38 before adding. CMG 🟡 RSI 43 🔍 Watch Soft but not broken. Below SMA = wait. SHOP 🟡 RSI 46 🔒 Hold Positive price action vs peers. Best in group right now. DPZ 🟢 RSI 61 🔒 Hold Recovery from historic washout continuing. CROX 🟢 RSI 62 ⚠️ Avoid Momentum fading, -2.9% 7D. Don't chase. HIMS 🟡 RSI 40 ❌ Don't Buy -35% in 30D, still fragile. FDA risk unresolved.
What Changed (vs 2026-02-22) Stock Feb-22 RSI Mar-03 RSI Move Note HIMS 4 40 Recovering Massive RSI recovery but price barely moved (+$0.19). Still -8.7% vs SMA LULU 60 45 Weakened Lost Feb breakout momentum, fell back below SMA DPZ 26 61 Strong recovery Best recovery in the group — from oversold to momentum CROX 71 62 Cooling Overbought unwinding, down -2.9% 7D DECK 48 36 Deteriorating -9.1% in 7D — pullback becoming a breakdown NKE 61 40 Deteriorating Turnaround reversal — -6.7% 7D, back near oversold SHOP — 46 New addition Quiet outperformer, +7% 30D, above SMA CMG 45 43 Flat Stubbornly neutral
Key Discoveries Discovery Implication DPZ is the only true recovery story in consumer Franchise models more resilient than branded apparel/footwear NKE losing turnaround momentum fast -13.6% total from Jan — Elliott Hill era needs a catalyst to hold SHOP quietly outperforming all consumer names E-commerce platform vs. brand = platform wins in weak consumer env
Open Questions
Will DECK find support at $105 or continue lower toward $95?
Is NKE turnaround real or was Feb bounce a dead cat?
HIMS : RSI recovered to 40 but price stuck at $15.82 — divergence a concern?
No direct external sources are attached to this read.