← all events raw scan snapshot Mar 12, 2026 — prices as of scan date, not live 48 rows · screens, not recommendations superseded by2026-04-26-consumer-scan ported fromresearch/classic/scans/_archive/2026-03-12-consumer-scan.md scan slugconsumer-scan source typescan-archive
HIMS erupts +60% in 7 days on continued momentum while the rest of consumer is in freefall — NKE , CMG , LULU , CROX all in strong-down trends with death crosses.
Quick Snapshot Signal Reading Overall 🔴 BEARISH — Consumer broadly deteriorating; SBUX is the lone standout with strong-up trend, HIMS is a post-catalyst outlier Leaders SBUX ($100.92, +3.6% 7D, strong-up, golden cross), HIMS ($25.06, +60.0% 7D) Laggards CMG ($32.83, RSI 28.7, death cross), NKE ($54.42, RSI 26, death cross), CROX ($80.46, -18.3% 30D)
Price Table (Validated 2026-03-12) Stock Price RSI vs SMA20 7D% 30D% 3M% Trend HIMS $25.06 64.3 +43.4% +60.0% +58.6% -32.7% weak-up SBUX $100.92 64.1 +3.5% +3.6% +5.0% +19.0% 🟢 strong-up PYPL $44.73 43.8 +0.7% -4.4% +14.8% -27.2% strong-down DPZ $393.32 45.1 -0.9% -2.2% +3.0% -8.5% strong-down XLY $112.40 33.0 -2.9% -1.5% -3.2% -6.7% down CROX $80.46 36.8 -11.4% -2.5% -18.3% -10.5% strong-down DECK $102.39 33.4 -9.4% -5.4% -11.8% +1.2% down AS $32.80 31.0 -12.8% -8.0% -14.9% -14.5% down LULU $160.16 31.5 -8.8% -5.7% -5.5% -21.9% strong-down CMG $32.83 28.7 -10.0% -8.1% -8.4% -9.2% strong-down NKE $54.42 26 -10.4% -3.6% -10.4% -18.8% strong-down
Tier Analysis Extreme Oversold (RSI < 30) — Capitulation Territory Stock Price RSI 30D% Notes NKE $54.42 26 ↓ -10.4% Death cross, -18.1% below SMA200. Turnaround thesis in serious jeopardy. CMG $32.83 28.7 ↓ -8.4% Death cross, -42.2% from 52wk high. Value trap risk elevated.
Oversold (RSI 30–40) — Watch Zone Stock Price RSI 30D% Notes LULU $160.16 31.5 -5.5% Death cross, -54% from ATH. Long turnaround needed. AS $32.80 31.0 -14.9% Golden cross (positive structural signal) but short-term down trend. XLY $112.40 33.0 -3.2% Sector ETF confirms consumer weakness broadly. DECK $102.39 33.4 -11.8% Golden cross intact; Hoka brand thesis intact but momentum broken. CROX $80.46 36.8 -18.3% Death cross, post-earnings gap fully given back.
Neutral (RSI 40–60) — No Urgency Stock Price RSI Notes PYPL $44.73 43.8 -29.6% below SMA200. Strong-down structure despite 30D bounce. DPZ $393.32 45.1 Death cross, -8.1% below SMA200. Franchise resilience fading.
Strong (RSI 60+) — Momentum Stock Price RSI Notes SBUX $100.92 64.1 Strong-up, golden cross, +14.5% above SMA200. Niccol turnaround best-in-class. HIMS $25.06 64.3 +43.4% above SMA20 — massively extended post-catalyst. Overbought short-term.
Entry Zones Stock Zone RSI Action Notes NKE $50–$55 26 ↓ 📈 Accumulate (tiny) Capitulation zone. Turnaround thesis stress-tested. Size very small, stop below $50. CMG $30–$33 28.7 ↓ 🔍 Watch Death cross makes this a falling knife — wait for RSI stabilization above 30 first. DECK $98–$105 33.4 🔍 Watch Hoka/UGG thesis intact. Golden cross structural positive. Wait for base. LULU $155–$165 31.5 🔍 Watch RSI nearing entry territory. -54% from ATH = long runway if turnaround. CROX $75–$82 36.8 🔍 Watch -18.3% in 30D. Need RSI < 30 for conviction. SBUX $95–$98 64.1 📈 Accumulate Best consumer name. Add on any pullback to SMA20. HIMS Wait 64.3 ⚠️ Avoid +60% in 7D — do NOT chase. Wait for pullback to $18–$20. DPZ Hold 45.1 🔒 Hold Franchise model intact but death cross signals caution.
Action Matrix Action Stocks Why 📈 ACCUMULATE NKE, SBUX NKE at capitulation; SBUX Niccol turnaround working 🔍 WATCH CMG, DECK, LULU, CROX Approaching oversold but need base confirmation 🔒 HOLD DPZ Franchise resilience, death cross limits upside urgency ⚠️ AVOID HIMS +60% extended, do not chase; PYPL -29.6% below SMA200 ❌ DON'T BUY XLY sector ETF shows broad consumer weakness — no tailwind —
What Changed (vs 2026-03-10) Stock Mar-10 Mar-12 Move Note HIMS $22.16, +28.5% 30D $25.06, +58.6% 30D Surging Momentum extended further post-gap NKE $56.53, RSI ~25–30 $54.42, RSI 26 Deteriorating Down another -3.6%, trend unbroken CMG $35.29, RSI ~35–40 $32.83, RSI 28.7 Accelerating lower -8% in 7D, now approaching capitulation LULU $169.76 $160.16, RSI 31.5 Weaker -5.7% in 7D, broke below $165 SBUX $99.77 $100.92 Stronger Crossed $100, trend confirmed strong-up DPZ $415.78 $393.32 Weakened -5.4% pullback, death cross confirmed CROX — $80.46, -18.3% 30D New low Post-earnings gap fully reversed
Key Discoveries Discovery Implication CMG RSI now 28.7 with death cross First time in oversold territory — watch for capitulation bottom SBUX strong-up with golden cross, +19% 3M Niccol turnaround is the only clear consumer winner NKE -18.8% in 3M, death cross, RSI 26 Turnaround thesis failing; contrarian tiny position only if thesis held
Open Questions
What drove HIMS continuation — FDA update or short squeeze?
CMG : is this a value trap or a legitimate entry zone below $33?DECK golden cross vs near-term downtrend — which signal wins?
No direct external sources are attached to this read.