Consumer Scan

Scan

Consumer Scan

Scan symbols 11
ASECMGCROXDECKDPZHIMSLULUNKEPYPLSBUXXLY
Watchlists 1
@consumer-scan
raw scan snapshot — prices as of scan date, not live 23 rows · screens, not recommendations superseded by2026-04-26-consumer-scanported fromresearch/classic/scans/_archive/2026-03-13-consumer-scan.mdscan slugconsumer-scansource typescan-archive

Consumer discretionary in broad pain: NKE RSI 25.1, CMG RSI 28.7, LULU RSI 30.0, AS RSI 29.6 — multiple names at or near capitulation. HIMS exploding +60% 7D (RSI 64.3). SBUX the lone steady performer (+16.9% 3M). PYPL -27.2% 3M collapse. Consumer confidence clearly deteriorating.

Quick Snapshot

Signal Reading
Overall 🔴 CONSUMER WEAKNESS — Death crosses across the board (LULU, NKE, CMG, CROX, DPZ, PYPL). Multiple names at oversold extremes. Consumer spending clearly under pressure. HIMS spike is speculative, not indicative of sector health.
Leaders HIMS (+60.0% 7D, RSI 64.3), SBUX (+3.9% 30D, RSI 56.8)
Laggards NKE (RSI 25.1, -16.2% 30D), CMG (RSI 28.7, -8.4% 30D), AS (RSI 29.6, -19.7% 30D), LULU (RSI 30.0, -11.2% 30D)

Price Table

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
NKE $53.98 25.1 $60.37 -10.6% -5.3% -16.2% 🔴 Capitulation, death cross, -33% from high
CMG $32.83 28.7 $36.48 -10.0% -8.1% -8.4% 🔴 Oversold, death cross, -44% from high
LULU $157.78 30.0 $174.99 -9.8% -6.0% -11.2% 🔴 Death cross, -55% from high
AS $32.33 29.6 $37.30 -13.3% -7.7% -19.7% 🔴 Oversold, collapse
SBUX $99.15 56.8 $97.66 +1.5% +3.1% +3.9% 🟢 Only steady name
DPZ $393.32 45.1 $396.71 -0.9% -2.2% +3.0% 🟡 Death cross, -20% from high
HIMS $25.06 64.3 $17.48 +43.4% +60.0% +58.6% 🟠 Speculative spike
DECK $102.39 33.4 $112.98 -9.4% -5.4% -11.8% 🟡 Approaching oversold
CROX $80.46 36.8 $90.84 -11.4% -2.5% -18.3% 🔴 Death cross, -33% from high
PYPL $44.73 43.8 $44.41 +0.7% -4.4% +14.8% 🟡 Death cross, -43% from high
XLY $112.40 33.0 $115.73 -2.9% -1.5% -3.2% 🟡 Consumer disc. weak

Entry Zones

Stock Entry Zone Thesis
NKE $50-54 RSI 25.1, capitulation. Nike at -33% from high. Brand power intact if turnaround works.
CMG $30-33 RSI 28.7, oversold. Fast-casual leader at deep discount.
LULU $150-158 RSI 30.0, at oversold boundary. Athleisure leader, -55% from high.
DECK $95-102 RSI 33.4, approaching oversold. HOKA brand momentum.

Action Matrix

Action Stocks Why
🔍 RESEARCH NKE, CMG, LULU RSI 25-30, oversold. Need to validate turnaround thesis before buying dip.
🔒 HOLD SBUX Only consumer name with momentum. +16.9% 3M.
⚠️ AVOID HIMS +60% 7D spike is speculative. RSI 64.3. Don't chase.
🔍 WATCH DECK, CROX Approaching oversold, brand value thesis.
❌ DON'T BUY PYPL -43% from high, death cross. Fintech structural decline.

What Changed

Bottom line: Consumer discretionary is in pain. NKE, CMG, LULU, AS, CROX all oversold with death crosses. This is a broad consumer spending pullback, not stock-specific. SBUX is the exception. HIMS spike is noise.

The Gold

Key Discoveries:

  • NKE RSI 25.1 is the deepest oversold consumer name — potential value trap or generational entry
  • 5 of 11 consumer names have death crosses — sector-wide bearish signal
  • SBUX +16.9% 3M turnaround working while rest of consumer collapses
  • HIMS +60% 7D — investigate catalyst (regulatory? product launch?)

Mistakes to Avoid:

  • Don't bottom-fish NKE/LULU without understanding brand momentum
  • Don't chase HIMS spike
10 events
DateTypeEvent
Mar 12 ScanConsumer Scan Mar 11 ScanConsumer Scan Mar 10 ScanConsumer Scan Mar 20 ScanConsumer Scan Mar 24 ScanConsumer Scan Mar 26 ScanConsumer Scan Mar 31 ScanConsumer Scan Mar 13 UpdateConsumer Apr 3 ScanConsumer Scan Apr 10 ScanConsumer Scan

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