← all events raw scan snapshot Mar 10, 2026 — prices as of scan date, not live 60 rows · screens, not recommendations superseded by2026-04-26-consumer-scan ported fromresearch/classic/scans/_archive/2026-03-10-consumer-scan.md scan slugconsumer-scan source typescan-archive
HIMS explodes +42% in a week on massive momentum, SBUX holds above $100 as Niccol turnaround works. NKE approaching capitulation (RSI 30), broad consumer weakness with XLY sector ETF near oversold.
Quick Snapshot Signal Reading Overall 🟡 MIXED — HIMS ripping but rest of consumer struggling; NKE nearing capitulation, LULU/CMG/DECK all below SMA20. SBUX lone steady hand. Leaders HIMS ($23.47, +42.2% 7D, RSI 62), SBUX ($100.77, +3.5% 7D, RSI 65), DPZ ($400.52, RSI 49) Laggards NKE ($56.08, -9.5% 30D, RSI 30), AS ($34.69, -12.9% 30D, RSI 37), LULU ($166.43, -52% from ATH)
Price Table (Validated 2026-03-10) Stock Price RSI SMA20 vs SMA 7D 30D Signal XLY $114.44 39 $116.20 -1.5% -1.8% -2.8% 🟡 Sector benchmark near oversold — broad consumer weakness HIMS $23.47 62 $16.63 +41.2% +42.2% +40.6% 🟢 Massive breakout, +41% above SMA20 — extended SBUX $100.77 65 $97.19 +3.7% +3.5% +2.3% 🟢 Above SMA20, Niccol turnaround holding $100 DPZ $400.52 49 $396.07 +1.1% -2.1% +4.3% 🟡 Neutral, franchise model steady PYPL $45.02 45 $43.98 +2.4% -4.5% +11.6% 🟡 Neutral, recovering from -27% 3M drawdown CROX $82.91 40 $91.10 -9.0% -0.9% +0.2% 🟡 Below SMA20, flat 30D but well off highs DECK $105.26 37 $114.27 -7.9% -2.7% -8.8% 🟡 Below SMA20, Hoka momentum fading AS $34.69 37 $38.33 -9.5% -5.7% -12.9% 🟡 Persistent weakness, -19% from 52wk high LULU $166.43 37 $177.35 -6.2% -4.1% -5.4% 🟡 Below SMA20, -52% from ATH — value trap or deep value? CMG $34.72 36 $36.93 -6.0% -5.0% -6.7% 🟡 Below SMA20, can't hold $35 NKE $56.08 30 $61.45 -8.7% -4.7% -9.5% 🔴 Approaching capitulation, turnaround thesis failing SQ — — — — — — ❌ No data available
Tier Analysis Capitulation (RSI < 25) — Extreme Washout None currently. NKE at RSI 30 is closest to capitulation territory.
Oversold (RSI 25-40) — Watch for Entry Stock RSI 30D vs SMA Notes NKE 30 -9.5% -8.7% Turnaround under Elliott Hill failing. -30% from 52wk high. $55 critical support. LULU 37 -5.4% -6.2% Athleisure leader but -52% from ATH. Grinding lower, no catalyst in sight. CMG 36 -6.7% -6.0% QSR resilience fading, can't hold $35. -41% from 52wk high. AS 37 -12.9% -9.5% Worst 30D performer in group. -19% from high. DECK 37 -8.8% -7.9% Hoka/UGG thesis intact but momentum broken. -21% from high. CROX 40 +0.2% -9.0% Flat month but well below SMA20. Comfort footwear thesis on hold. XLY 39 -2.8% -1.5% Sector ETF confirming broad consumer weakness.
Neutral (RSI 40-60) — No Urgency Stock RSI Trend PYPL 45 Recovering from deep 3M drawdown (-27%). Above SMA20 but fragile. DPZ 49 Franchise model steady. +4.3% 30D, holding above SMA20.
Strong (RSI 60+) — Momentum Stock RSI Trend HIMS 62 Massive +42% 7D breakout. +41% above SMA20 — extremely extended. Likely to mean-revert. SBUX 65 Niccol turnaround working. Only -4% from 52wk high. Best positioned in consumer.
Entry Zones Stock Entry Zone Thesis 🟢 NKE $53-$57 RSI 30, approaching capitulation. If turnaround thesis survives, this is the zone. Tiny size only. 🟢 LULU $155-$165 -52% from ATH is deep value IF brand holds. Wait for RSI < 35 confirmation. 🟡 CMG $32-$35 QSR resilience at a discount. Below $32 = broken thesis. 🟡 DECK $100-$105 Hoka growth still strong. RSI 37, approaching entry zone. 🟡 AS $32-$35 Deep pullback, -19% from high. Needs stabilization. 🟡 CROX $78-$83 -33% from high, flat 30D. Wait for SMA20 recapture. ⚠️ HIMS Wait +42% in a week — do NOT chase. Wait for pullback to $18-$20 range. 🔒 SBUX Hold Niccol turnaround working. $95-$97 would be next add zone. 🔒 DPZ Hold Franchise model steady. No urgency to add at RSI 49. 🔍 PYPL Watch Recovering but -43% from high and -27% 3M. Needs sustained strength.
Action Matrix Stock Signal Action Notes NKE 🔴 RSI 30 📈 Accumulate Turnaround thesis being severely tested. -9.5% 30D, tiny position only. LULU 🟡 RSI 37 🔍 Watch -52% from ATH. Wait for RSI < 35 or catalyst. CMG 🟡 RSI 36 🔍 Watch Can't hold $35. Wait for base formation. AS 🟡 RSI 37 🔍 Watch -12.9% 30D, worst in group. Needs stabilization. DECK 🟡 RSI 37 🔍 Watch Hoka thesis intact but momentum broken. Watch $100. CROX 🟡 RSI 40 🔍 Watch -9% below SMA20. Flat 30D but no bid. PYPL 🟡 RSI 45 🔍 Watch Recovering from deep drawdown. Watch SMA20 hold. DPZ 🟡 RSI 49 🔒 Hold Franchise model resilience. Steady. HIMS 🟢 RSI 62 ⚠️ Avoid +42% 7D, +41% above SMA20. Do NOT chase. SBUX 🟢 RSI 65 🔒 Hold Best positioned consumer name. Niccol working.
What Changed (vs previous scan) Stock Previous Current Move Note HIMS $22.16, gap up $23.47, RSI 62 +5.9% Breakout continues, now +41% above SMA20 NKE $56.53, ~RSI 25-30 $56.08, RSI 30 -0.8% Still grinding lower, approaching capitulation LULU $169.76, ~RSI 40-45 $166.43, RSI 37 -2.0% Broke below $170, now approaching oversold CMG $35.29, ~RSI 35-40 $34.72, RSI 36 -1.6% Lost $35, still drifting DPZ $415.78, ~RSI 60-65 $400.52, RSI 49 -3.7% Pulled back from highs, cooling off SBUX $99.77, ~RSI 55-60 $100.77, RSI 65 +1.0% Reclaimed $100, strongest trend in group DECK $109.89, ~RSI 30-35 $105.26, RSI 37 -4.2% Still sliding, now -8.8% 30D CROX $93.68 (stale) $82.91, RSI 40 -11.5% Big drop now that data is fresh — post-earnings gap faded
Key Discoveries Discovery Implication XLY sector ETF at RSI 39 — near oversold Broad consumer discretionary weakness confirmed, not just individual names HIMS +41% above SMA20 — most extended name in consumer Massive mean-reversion risk; avoid chasing, set alerts for pullback 7 of 10 stocks below SMA20 Consumer sector in broad downtrend — only HIMS, SBUX, DPZ above CROX dropped -11.5% since last fresh data Post-earnings gap completely faded — comfort footwear not immune
Mistakes (Don't Repeat) Mistake Lesson Previous scan used estimated RSI ranges (~25-30) Now using pre-computed exact RSI — much more actionable CROX showed +11.6% 30D last scan (stale data) Fresh data shows +0.2% — staleness masked the real picture
Open Questions
What is driving HIMS breakout? FDA, earnings, or short squeeze? Critical for thesis.
NKE at RSI 30 — is $55 the floor or does it break to $50?LULU at -52% from ATH — when does deep value become a value trap?SQ has no data — needs investigation / watchlist cleanup.
No direct external sources are attached to this read.