Consumer Scan
Consumer Scan
CROX ripping to near-ATH (RSI 68, +60% 3M); SBUX golden cross intact; LULU collapse deepens (-27% 3M, -54% from high) while restaurants split between CMG bounce and DPZ/PYPL grinding sideways-down.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟠 Mixed — footwear/cultural names outperforming; restaurants and payments still structurally weak |
| Key insight | CROX near all-time high (+60% 3M, RSI 68) while LULU death-spiral continues (-54% from 52wk high, RSI 35.7); SBUX golden cross holding at RSI 54 |
Price Table
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | 52wkHi% | Signal |
|---|---|---|---|---|---|---|---|---|
| CROX | $127.08 | 68 ↑ | +7.6% | -2.09% | +31.01% | +60.0% | -1.98% | ⚠️ Avoid |
| HIMS | $31.47 | 63.3 | +18.3% | +5.19% | +41.18% | +25.98% | -55.32% | ⚠️ Avoid |
| XYZ | $74.68 | 58.6 | +5.3% | +7.77% | +5.73% | +24.9% | -9.48% | 🔒 Hold |
| SBUX | $101.68 | 54.0 | +1.7% | +3.62% | -4.62% | +4.82% | -6.61% | 🔒 Hold |
| NKE | $45.04 | 52.6 | +1.2% | +0.11% | +6.76% | -17.55% | -43.82% | 🔍 Watch |
| AS | $35.59 | 53.8 | +1.6% | +0.31% | +7.36% | +5.73% | -16.77% | 🔍 Watch |
| DECK | $110.17 | 53.8 | +0.8% | -1.86% | +16.45% | +5.21% | -12.91% | 🔒 Hold |
| XLY | $118.46 | 53.5 | +0.6% | +1.23% | +1.84% | +4.88% | -5.24% | 🔒 Hold |
| CMG | $32.61 | 56.4 | +4.3% | +8.77% | -3.38% | -5.23% | -44.18% | 🔍 Watch |
| MCD | $287.93 | 59.0 | +3.0% | +1.91% | +2.62% | -11.16% | -15.75% | 🔍 Watch |
| PYPL | $43.65 | 50.1 | +1.4% | +0.81% | -1.33% | -5.07% | -45.09% | ❌ Don't Buy |
| COST | $986.68 | 48.1 | -0.6% | +0.90% | -8.34% | -0.81% | -10.02% | 🔍 Watch |
| WMT | $121.03 | 47.4 | +0.8% | +1.55% | -9.23% | -2.86% | -10.45% | 🔍 Watch |
| CRSR | $8.39 | 48.0 | -8.1% | -3.41% | +21.95% | +55.66% | -35.95% | 🔍 Watch |
| DPZ | $320.51 | 52.3 | +2.7% | -0.22% | +4.70% | -18.60% | -35.38% | 🔍 Watch |
| LULU | $115.50 | 35.7 ↓ | -6.6% | -3.53% | -3.96% | -27.48% | -54.21% | ❌ Don't Buy |
Tier Analysis
Near Overbought (RSI 60+): CROX (RSI 68, +60% 3M) is approaching 52-week high at -2% — extended but strong-up trend with golden cross intact. HIMS (RSI 63.3, +41% 30D) has ripped on GLP-1 thesis momentum but sits -55% from all-time high — parabolic run above SMA20 by +18%. MCD (RSI 59) is consolidating in a weak recovery.
Neutral / Mid-Range (RSI 40-60): The bulk of the sector is in mid-RSI churn. XYZ (RSI 58.6, +25% 3M) has strong-up trend with golden cross and nearing 52-week high at -9.5%. SBUX (RSI 54, golden cross, +11.9% vs SMA200) is the quality name here — franchise recovery with +4.82% 3M and only -6.6% from 52wk high. CMG is bouncing +8.8% 7D but still -44% from high. COST and WMT showing 30D weakness (-8%/-9%) after multi-year runs but fundamentally intact.
Oversold Watch (RSI 25-40): LULU (RSI 35.7, death cross, -6.6% vs SMA20, -31.4% vs SMA200) is in an accelerating collapse — -27.5% 3M and -54% from high with no floor in sight. Avoid. DPZ (RSI 52 — now mid-range) has stabilized from its recent lows but -18.6% 3M and -35% from high remain ugly.
Entry Zones
| Stock | Price | RSI | 30D% | Setup |
|---|---|---|---|---|
| SBUX | $101.68 | 54.0 | -4.62% | Golden cross + strong-up trend; 30D dip creates accumulation window; -6.6% from 52wk high |
| CMG | $32.61 | 56.4 | -3.38% | +8.8% 7D bounce off lows; -44% from high; death cross still active — wait for RSI to confirm |
| COST | $986.68 | 48.1 | -8.34% | Quality compounder basing after 8% 30D pullback; golden cross intact; -10% from 52wk high |
| NKE | $45.04 | 52.6 | +6.76% | Stabilizing but -17.6% 3M, -44% from 52wk high, death cross — recovery speculation only |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ⚠️ AVOID | CROX, HIMS | RSI 68/63, parabolic 30D runs — don't chase extended positions |
| 🔒 HOLD | XLY, XYZ, DECK, SBUX | Core names: sector ETF, strong-up trends, or golden cross intact |
| 🔍 WATCH | CMG, COST, WMT, MCD, NKE | Basing/recovering — set alerts for RSI <40 entries |
| 🔍 WATCH | CRSR | +56% 3M off base but -8% vs SMA20 now; cooling off — revisit if RSI drops to 35 |
| ❌ DON'T BUY | LULU, PYPL | Structural collapse: LULU -54% from high / PYPL -45% from high, no floor |
What Changed vs May 29
- CROX continued ripping — RSI stayed elevated (68), +60% 3M now; nearing all-time high
- HIMS surged — +41% 30D, RSI now 63.3; prior 55 RSI was the launch pad; -55% from ATH overhang remains
- SBUX recovered slightly — RSI 54 vs 39 prior; golden cross still intact; 30D still -4.6%
- LULU accelerated down — RSI fell from 45.9 to 35.7; -27.5% 3M deepens the thesis break
- CRSR cooled — RSI dropped from 87 to 48; parabolic squeeze resolved; now basing
- CMG bounced — RSI moved from 41.2 to 56.4, +8.8% 7D pop; still -44% from high
- DPZ stabilized — RSI 52 vs 36 prior; 30D turned +4.7%; but 3M still -18.6%
Related
10 eventsNo direct external sources are attached to this read.