Consumer Scan

Scan

Consumer Scan

raw scan snapshot — prices as of scan date, not live 24 rows · screens, not recommendations ported fromresearch/classic/scans/2026-05-29-consumer-scan.md

CROX/DECK ripping overbought on a broad consumer bounce; CRSR parabolic (RSI 87, +56% 7D); SBUX/DPZ/CMG in oversold watch zone while LULU/PYPL remain structurally broken.

Quick Snapshot

Signal Reading
Overall 🟠 Mixed — selective strength in footwear/gaming; restaurants/payments still weak
Key insight CRSR +56% 7D (RSI 87) is an extreme outlier; CROX +8.8% 7D testing all-time highs; SBUX fading back to oversold zone despite golden cross

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi% Trend Signal
CRSR $12.14 86.7 +54.4% +56.21% +78.79% +110.03% -7.33% up ⚠️ Avoid
CROX $118.67 74 +13.0% +8.79% +16.37% +36.64% -2.14% strong-up ⚠️ Avoid
DECK $113.85 67.2 +12.2% +12.17% +11.4% -0.58% -10.0% up 🔍 Watch
XYZ $75.72 63.3 +6.2% +9.14% +7.39% +17.49% -8.22% up 🔒 Hold
XLY $120.87 59.6 +1.7% +2.42% +2.13% +4.93% -3.31% up 🔒 Hold
HIMS $26.15 55.0 +3.5% +4.57% -3.75% +58.68% -62.87% weak-up 🔍 Watch
AS $35.58 52.4 +1.9% +2.94% +1.45% -6.10% -16.79% weak-up 🔍 Watch
NKE $46.23 57.2 +5.5% +6.59% +4.22% -24.23% -42.34% weak-up 🔍 Watch
LULU $131.18 45.9 +3.2% +3.93% -4.73% -25.54% -61.45% strong-down ❌ Don't Buy
PYPL $44.75 42.7 -1.5% -0.29% -10.75% -1.63% -43.71% strong-down ❌ Don't Buy
CMG $31.86 41.2 -2.3% -0.37% -6.27% -13.16% -45.46% strong-down 🔍 Watch
SBUX $99.16 39.1 -5.0% -2.17% -5.31% +3.08% -8.93% strong-up 🔍 Watch
DPZ $310.58 36.0 -1.9% -1.14% -8.50% -22.23% -37.38% strong-down 🔍 Watch

Tier Analysis

Parabolic / Overbought (RSI 70+): CRSR (RSI 87) is in blow-off territory — +56% 7D is a squeeze or event-driven pop, not a thesis entry. CROX (RSI 74) is strong-up + golden cross but 13% above SMA20 and near 52-week high; extended. DECK (RSI 67) is approaching overbought but not extreme yet.

Neutral / Recovering (RSI 40-70): XLY/XYZ/HIMS/AS/NKE all bouncing off recent lows. NKE is notable — +6.6% 7D but still -42% from 52-week high, -24% 3M. HIMS +58.7% 3M is a multi-month thesis playing out but -63% from peak leaves structural overhang.

Oversold Watch (RSI 25-40): SBUX (RSI 39.1, -5% vs SMA20) pulled back despite golden cross — quality franchise on a dip. DPZ (RSI 36, -22% 3M, -37% from high) is the deepest restaurant drawdown. CMG (RSI 41.2) is approaching watch zone.

Structurally Broken (RSI below SMA50/200, no near-term floor visible): LULU (-61% from high, death cross, -25.5% 3M) and PYPL (-43.7% from high, strong-down, -10.8% 30D) show no recovery setup yet.

Entry Zones

Stock Price RSI 30D% Setup
SBUX $99.16 39.1 -5.31% Golden cross intact, pullback to SMA20 — quality dip
DPZ $310.58 36.0 -8.50% Franchise at 3-year valuation; oversold on no new thesis break
CMG $31.86 41.2 -6.27% Not quite oversold yet; -45% from high, death cross still active
NKE $46.23 57.2 +4.22% Bounce underway but -42% from high; wait for RSI to cool

Action Matrix

Action Stocks Why
⚠️ AVOID CRSR, CROX RSI 87/74, parabolic — don't chase
🔒 HOLD XLY, XYZ, DECK Sector ETF and momentum names holding up
🔍 WATCH SBUX, DPZ, CMG Oversold/approaching oversold — set alerts
🔍 RESEARCH NKE, HIMS Bounce in progress; worth sizing thesis
❌ DON'T BUY LULU, PYPL No floor, broken structure, no catalyst

What Changed

  • CRSR went parabolic — +56% 7D pushed RSI to 87; extreme crowded position, not thesis-driven
  • CROX near ATH — golden cross, RSI 74, +37% 3M; consumer-casual thesis working
  • SBUX fading — pulled back from SMA20 despite golden cross; first real dip in the recovery; quality accumulate zone
  • NKE bouncing — +6.6% 7D but still deeply underwater; 3M chart still bad
  • LULU/PYPL no change — both remain structurally broken with no new signal
10 events

No direct external sources are attached to this read.