Consumer Scan

Scan

Consumer Scan

raw scan snapshot — prices as of scan date, not live 22 rows · screens, not recommendations ported fromresearch/classic/scans/_archive/2026-04-28-consumer-scan.mdscan slugconsumer-scansource typescan-archive

HIMS rips +49% on 30D and is the only consumer name showing any momentum; everything else is bifurcated mess — CROX still parabolic, NKE/LULU/CMG capitulating with deep death crosses.

Quick Snapshot

Signal Reading
Overall 🔴 Weak — 8 of 12 in death cross, broad-based brand erosion
Key insight HIMS the lone breakout (+48.6% 30D, RSI 58, hot in today's Discord intake); SBUX still the only stable uptrend; LULU now -58% from high after losing -13% in 7D

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi Trend Signal
HIMS $27.91 58.4 +14.7% -3.42% +48.62% -6.56% -60.37% weak-up 🔥 Catalyst
AS $34.81 47.7 -1.2% -2.43% +12.25% -6.78% -18.59% strong-down 🔍 Watch
LULU $142.39 35.1 -9.7% -13.41% -2.36% -17.47% -58.15% strong-down 🔍 Research
NKE $45.03 37.6 0% -3.26% -12.12% -27.59% -43.83% strong-down 🔍 Research
SBUX $97.48 57.9 +4.4% +3.27% -0.35% +7.63% -7% strong-up 🔒 Hold
CMG $32.87 40 -3.9% -9.23% +5.49% -15.93% -43.74% strong-down 🔍 Watch
DPZ $340.46 33.8 -7% -9.23% -3.54% -15.94% -31.78% strong-down 🔍 Watch
DECK $106.18 49.9 -0.3% -4.36% +11.8% +6.29% -20.42% weak-down 🔍 Watch
CROX $102.52 60.8 +3.7% -7.74% +28.15% +24.25% -16.54% strong-up ⚠️ Overbought
PYPL $49.57 64.9 +9.1% +4.17% +9.14% -12.61% -37.65% weak-up 🔍 Watch
CRSR $6.69 69.8 +9.6% +1.82% +25.28% +29.9% -34.99% weak-up ⚠️ Overbought
XLY $113.92 56.9 +3.7% +3.79% +1.73% -6.62% -8.87% weak-up 🔍 Watch

Tier Analysis

Breakout (RSI 55+ with 30D >+15%): HIMS (+48.6%), CROX (+28.2%), CRSR (+25.3%) — these are the only names with active accumulation. HIMS is most actionable; CROX/CRSR look extended.

Capitulation (RSI <40): LULU (RSI 35, -58% from high), NKE (RSI 38, -44%), DPZ (RSI 34, -32%). All in deep death-cross territory. LULU lost -13.4% in just 7D, the brand-destruction trade is still active.

Range-bound: SBUX, DECK, AS, XLY hovering near SMA20 with no clear direction.

Entry Zones

Stock Price RSI 30D% Setup
LULU $142.39 35.1 -2.36% Capitulation accelerating — could base here or knife further
NKE $45.03 37.6 -12.12% Brand turnaround uncertain, still bleeding
DPZ $340.46 33.8 -3.54% Quality franchise on -32% drawdown — RSI extreme

Action Matrix

Action Stocks Why
🔥 CATALYST HIMS +48.6% 30D, hot in Discord — momentum is real, but RSI 58 means room
🔒 HOLD SBUX Only consumer name in clean uptrend (+9.8% vs SMA200)
🔍 RESEARCH LULU, NKE, DPZ Deep oversold but broken brands — turnaround thesis required
⚠️ AVOID CROX, CRSR Both overbought after parabolic moves — wait for pullback
🔍 WATCH AS, CMG, DECK, PYPL, XLY Mixed signals, no edge

What Changed (vs April 10)

  • HIMS flipped from "Don't Buy" to catalyst — was -16% 30D, now +48.6% 30D. RSI 46→58. Discord chatter validates.
  • LULU lost another leg — 7D move of -13.4% pushed it from RSI 52 to 35.
  • CROX still parabolic but RSI cooled from 77 to 61 — less extended than 3 weeks ago.
  • DPZ broke down to RSI 34 — wasn't on the watchlist for entry zones before.
  • NKE no improvement — still -44% from high, trend still strong-down.
10 events

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