Retail

Update

Retail

NKE $54.42 (RSI 26). LOW $241.93 (RSI 27). HD $341.42 (RSI 29). CMG $32.83 (RSI 29). ANF $85.14 (RSI 34). DECK $102.39 (RSI 33). LULU $160.16 (RSI 32). CROX $80.46 (RSI 37). DPZ $393.32 (RSI 45). SBUX $100.92 (RSI 64). XRT $81.13 (RSI 28 — retail ETF). COST $1,000.92 (RSI 55). WMT $124.48 (RSI 49). TGT $116.73 (RSI 54).


Quick Snapshot

Signal Reading
Overall 🔴 SECTOR-WIDE CAPITULATIONXRT retail ETF RSI 28 confirms sector collapse. NKE RSI 26, LOW RSI 27, CMG RSI 29, HD RSI 29 — multiple large-caps at extreme oversold. Only SBUX (RSI 64), COST (RSI 55), TGT (RSI 54) showing defensive strength.
Key insight XRT $81.13 RSI 28 — the retail ETF itself is at extreme oversold, confirming this is a sector-wide event, not individual stock weakness. LOW RSI 27 is the most oversold name. COST $1,000.92 RSI 55 and TGT $116.73 RSI 54 as quality defensive plays outperforming. Discount/warehouse retail separating from discretionary.

Action Matrix

Action Stocks Why
BUY LOW $241.93, RSI 27, -15.3% 30D — extreme oversold, home improvement leader
BUY NKE $54.42, RSI 26, -10.4% 30D — at oversold extreme
BUY HD $341.42, RSI 29, -12.5% 30D — home improvement at capitulation
📈 ACCUMULATE CMG $32.83, RSI 29, -8.4% 30D — fast casual oversold
📈 ACCUMULATE LULU $160.16, RSI 32 — athleisure deep discount
📈 ACCUMULATE DECK $102.39, RSI 33 — footwear oversold
🔒 HOLD SBUX $100.92, RSI 64 — sole discretionary strength
🔒 HOLD COST $1,000.92, RSI 55, golden cross — warehouse defensive
🔒 HOLD TGT $116.73, RSI 54, golden cross — discount retail defensive
🔒 HOLD WMT $124.48, RSI 49, golden cross — quality defensive
🔒 HOLD DPZ $393.32, RSI 45 — stable at SMA
🔍 WATCH ANF $85.14, RSI 34, -7.4% 30D — fast fashion weakening
🔍 WATCH CROX $80.46, RSI 37, -18.3% 30D — footwear under pressure

Data (Validated 2026-03-12)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
NKE $54.42 -3.6% -10.4% -32.1% 26 $60.72 -10.4% 🔴 Extreme oversold ✅ Buy
LOW $241.93 -2.9% -15.3% -17.4% 27 $265.50 -8.9% 🔴 Extreme oversold ✅ Buy
XRT $81.13 -3.1% -6.1% -9.8% 28 $85.79 -5.4% 🔴 Retail ETF oversold 🔍 Watch
HD $341.42 -3.4% -12.5% -20.0% 29 $371.55 -8.1% 🔴 Extreme oversold ✅ Buy
CMG $32.83 -8.1% -8.4% -42.2% 29 $36.48 -10.0% 🔴 Near oversold extreme 📈 Accumulate
LULU $160.16 -5.7% -5.5% -54.0% 32 $175.68 -8.8% 🔴 Oversold zone 📈 Accumulate
DECK $102.39 -5.4% -11.8% -21.1% 33 $112.98 -9.4% 🔴 Oversold zone 📈 Accumulate
ANF $85.14 -2.8% -7.4% -34.8% 34 $92.98 -8.4% 🟡 Weakening 🔍 Watch
CROX $80.46 -2.5% -18.3% -32.5% 37 $90.84 -11.4% 🟡 Below SMA, death cross 🔍 Watch
DPZ $393.32 -2.2% +3.0% -19.8% 45 $396.71 -0.9% 🟡 Near SMA 🔒 Hold
WMT $124.48 +0.7% -6.9% -7.6% 49 $126.45 -1.6% 🟢 Golden cross, stable 🔒 Hold
TGT $116.73 -0.6% +3.6% -4.2% 54 $116.92 -0.2% 🟢 Golden cross, near high 🔒 Hold
COST $1,000.92 +0.8% +0.2% -6.5% 55 $998.45 +0.2% 🟢 Golden cross, above SMA 🔒 Hold
SBUX $100.92 +3.6% +5.0% -3.7% 64 $97.54 +3.5% 🟢 Strong, near high 🔒 Hold

Key Changes vs 03/11

Stock 03/11 Price 03/12 Price Move Note
NKE $55.72 $54.42 -2.3% RSI 26 from 29 — deepening oversold
LOW $246.81 $241.93 -2.0% RSI 27 from 30 — more extreme oversold
HD $351.01 $341.42 -2.7% RSI 29 from 34 — crossing into extreme zone
CMG $34.72 $32.83 -5.4% RSI 29 from 36 — fast deterioration
LULU $162.83 $160.16 -1.6% Continuing lower — RSI 32
ANF $86.83 $85.14 -1.9% RSI 34 from 36 — mild giveback
CROX $82.91 $80.46 -3.0% RSI 37 from 40, -18.3% 30D — accelerating
XRT (new) $81.13 NEW Added — retail ETF RSI 28 confirms sector breakdown
COST (new) $1,000.92 NEW Added — RSI 55, golden cross, milestone price level
WMT (new) $124.48 NEW Added — RSI 49, golden cross, defensive quality
TGT (new) $116.73 NEW Added — RSI 54, golden cross, near 52wk high

Key Discoveries

Discovery Implication
XRT retail ETF RSI 28 Sector-level confirmation — this is a broad retail breakdown, not individual names
COST/WMT/TGT outperforming with golden crosses Defensive/discount retail holding up — clear rotation into quality
CMG -42.2% from 52wk high, RSI 29 Fast casual joining home improvement and athletic in capitulation zone
CROX -18.3% 30D — accelerating Fashion/footwear selling off faster than restaurant/home improvement

Mistakes (Don't Repeat)

Mistake Lesson
Missing COST/WMT/TGT in retail theme Defensive discount retail is the counterweight — must track alongside discretionary names

Open Questions

  • XRT RSI 28 — is this the ETF capitulation entry signal?
  • COST/TGT near 52wk highs while discretionary collapses — rotation trade confirmed?
  • CMG RSI 29, -42.2% from high — is Chipotle's growth thesis broken?
  • LOW/HD home improvement — rate sensitivity or tariff impact?
  • NKE RSI 26 — does $50 hold or is $45 next?
10 events

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