Retail

Update

Retail

LOW $224.93 (RSI 22.4 — extreme oversold, -19.8% 30D). HD $320.68 (RSI 23.5 — extreme oversold, -15.6% 30D). NKE $52.52 (RSI 26.7 — extreme oversold). CMG $33.01 (RSI 36.5, strong-down DC). ANF $87.78 (RSI 43.3, down GC). LULU $162.59 (RSI 38.9, strong-down DC). CROX $75.54 (RSI 31.8, strong-down DC). DECK $99.87 (RSI 34.4, down GC). DPZ $370.17 (RSI 36.1, strong-down DC). WMT $120.32 (RSI 40.0, weak-down GC). TGT $113.04 (RSI 44.6, strong-up GC). COST $976.16 (RSI 45.2, weak-down GC). SBUX $92.65 (RSI 40.4, weak-down GC).


Quick Snapshot

Signal Reading
Overall 🔴 DISCRETIONARY CAPITULATION — EVEN DEFENSIVES CRACKING — LOW RSI 22.4 and HD RSI 23.5 at extreme oversold with no recovery. NKE RSI 26.7 stuck. COST/TGT/WMT all pulling back from golden crosses. SBUX $92.65 RSI 40.4 — former consumer defensive now breaking. Discretionary vs. staples divergence narrowing as both sell off.
Key insight LOW $224.93 RSI 22.4, -19.8% 30D — Lowe's deepest oversold in the entire watchlist. HD $320.68 RSI 23.5, -15.6% 30D — home improvement both at historic oversold. TGT $113.04 RSI 44.6 strong-up golden cross — only name with genuine structural health.

Action Matrix

Action Stocks Why
BUY LOW $224.93, RSI 22.4, -19.8% 30D — extreme oversold, best home improvement thesis
BUY HD $320.68, RSI 23.5, -15.6% 30D — extreme oversold, housing rebound play
📈 ACCUMULATE NKE $52.52, RSI 26.7 — extreme oversold, long-term compounder
📈 ACCUMULATE CMG $33.01, RSI 36.5 — fast casual deeply discounted
🔒 HOLD TGT $113.04, RSI 44.6, strong-up GC — defensive retail leader
🔍 WATCH COST $976.16, RSI 45.2 — slight pullback from golden cross, still holding
🔍 WATCH CROX $75.54, RSI 31.8, -24.5% 30D — near oversold entry
🔍 WATCH LULU $162.59, RSI 38.9 — athleisure deep value
⚠️ CAUTION SBUX $92.65, RSI 40.4 — former strength now weak-down
⚠️ CAUTION WMT $120.32, RSI 40.0 — Walmart defensive story softening
⚠️ CAUTION DPZ $370.17, RSI 36.1, -5.3% 7D — pizza delivery cracking

Data (Validated 2026-03-20)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
LOW $224.93 -3.6% -19.8% -23.3% 22.4 $250.89 -10.3% 🔴 Extreme oversold, down ✅ Buy
HD $320.68 -3.8% -15.6% -24.9% 23.5 $354.55 -9.6% 🔴 Extreme oversold, strong-down ✅ Buy
NKE $52.52 -1.3% -19.2% -34.5% 26.7 $57.72 -9.0% 🔴 Extreme oversold, strong-down 📈 Accumulate
CROX $75.54 -1.8% -24.5% -38.5% 31.8 $84.65 -10.8% 🔴 Strong-down, death cross 🔍 Watch
DECK $99.87 +3.1% -15.9% -25.1% 34.4 $108.48 -7.9% 🔴 Down, golden cross 🔍 Watch
DPZ $370.17 -5.3% -3.3% -25.8% 36.1 $396.87 -6.7% 🔴 Strong-down, death cross ⚠️ Caution
CMG $33.01 +1.0% -12.1% -43.5% 36.5 $35.23 -6.3% 🔴 Strong-down, death cross 📈 Accumulate
LULU $162.59 +4.7% -13.2% -53.4% 38.9 $170.30 -4.5% 🔴 Strong-down, death cross 🔍 Watch
ANF $87.78 +6.8% -8.9% -34.8% 43.3 $90.33 -2.8% 🟡 Down, golden cross 🔍 Watch
WMT $120.32 -3.6% -2.2% -10.8% 40.0 $124.99 -3.7% 🟡 Weak-down, golden cross ⚠️ Caution
TGT $113.04 -1.3% -3.1% -4.2% 44.6 $116.91 -3.3% 🟢 Strong-up, golden cross 🔒 Hold
COST $976.16 -3.4% -0.9% -8.5% 45.2 $995.50 -1.9% 🟡 Weak-down, golden cross 🔍 Watch
SBUX $92.65 -4.4% -5.0% -11.5% 40.4 $97.57 -5.0% 🟡 Weak-down, golden cross ⚠️ Caution

Key Changes vs 03/13

Stock 03/13 Price 03/20 Price Move Note
LOW $237.64 $224.93 -5.3% RSI 25 → 22.4 — extreme oversold deepening
HD $339.07 $320.68 -5.4% RSI 29 → 23.5 — entered extreme oversold range
SBUX $99.15 $92.65 -6.6% RSI 57 → 40.4 — major reversal, defensive story broken
DPZ $393.32 $370.17 -5.9% RSI 45 → 36.1 — pizza pulling back hard
TGT $116.73 $113.04 -3.2% RSI 54 → 44.6 — holding best of defensives
COST $1,000.92 $976.16 -2.5% RSI 55 → 45.2 — slight softening

Key Discoveries

Discovery Implication
LOW RSI 22.4, HD RSI 23.5 — both extreme oversold Home improvement capitulation — housing activity slowdown pricing in
SBUX RSI 57 → 40.4 in one week Consumer defensive thesis breaking down — no safe haven in discretionary
TGT strong-up golden cross vs WMT/COST pulling back Target is the cleanest defensive retail name right now

Mistakes (Don't Repeat)

Mistake Lesson
SBUX treated as defensive safe haven Moderate RSI doesn't mean structural safety — trend analysis matters more

Open Questions

  • LOW + HD both RSI 22-23 — housing activity floor or more downside?
  • TGT structural strength — is it specific to Target or broader defensive rotation starting?
  • COST below $1,000 — psychological support level meaningful?
10 events

No direct external sources are attached to this read.