Consumer Scan

Scan

Consumer Scan

Scan symbols 13
ASECMGCROXCRSRDECKDPZHIMSLULUNKEPYPLSBUXXLYXYZ
Watchlists 1
@consumer
raw scan snapshot — prices as of scan date, not live 26 rows · screens, not recommendations

HIMS is the runaway leader — +58% 30D / +24% 7D, RSI 70.9 and the only overbought name; CROX (RSI 63.1, +61% 3M) and XYZ (RSI 58.6) round out the strong-up cohort. LULU stays broken (RSI 35.7, -54% from high, collapse regime) and is the lone name near oversold. Most discretionary staples (CMG, DPZ, NKE, PYPL) sit in down/collapse regimes despite mid-range RSIs.

Latest bar Thursday 2026-06-18 (Fri 06-19 Juneteenth, closed). Some names 2d stale from yfinance throttle — flagged inline.

Quick Snapshot

Signal Reading
Overall 🟡 Bifurcated — a small breakout cohort (HIMS/CROX/XYZ) running hard while the legacy consumer-discretionary names (LULU/NKE/DPZ/CMG/PYPL) remain in down/collapse regimes; XLY index dead-flat (RSI 50) confirms no broad sector thrust
Key insight HIMS is the only overbought name (RSI 70.9, +58% 30D) — a sharp momentum pop but still -50% from its 52wk high; CROX is the cleaner trend (RSI 63.1, golden cross, +37.7% vs SMA200, only -3.7% from high). LULU is the sole contrarian watch but thesis is broken, not a dip

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi% Signal
HIMS $35.47 70.9 ↑ +28.1% +23.68% +58.07% +46.81% -49.64% ⚠️ Avoid
CROX $124.53 63.1 +4.3% -2.94% +25.65% +61.12% -3.65% 🔒 Hold (06-17, 2d stale)
XYZ $74.68 58.6 +5.3% +7.77% +5.73% +24.90% -9.48% 🔒 Hold (06-16, 2d stale)
CMG $32.49 55.2 +4.2% -0.34% -1.66% -1.37% -44.39% 🔍 Watch
SBUX $101.68 54.0 +1.7% +3.62% -4.62% +4.82% -6.61% 🔒 Hold (06-16, 2d stale)
CRSR $8.95 53.2 -4.0% +5.44% +33.38% +65.43% -31.68% 🔍 Watch
NKE $45.04 52.6 +1.2% +0.11% +6.76% -17.55% -43.82% 🔍 Watch (06-16, 2d stale)
AS $35.10 50.6 -0.4% +0.66% +3.75% +7.44% -13.87% 🔍 Watch (06-17, 2d stale)
PYPL $43.65 50.1 +1.4% +0.81% -1.33% -5.07% -45.09% 🔍 Watch (06-16, 2d stale)
XLY $117.16 50.0 -0.4% -0.77% -1.30% +6.80% -5.24% 🔒 Hold
DPZ $314.36 47.4 +0.7% -3.07% +1.14% -15.72% -37.00% 🔍 Watch (06-17, 2d stale)
DECK $105.72 45.8 -3.8% -5.13% +12.15% +0.77% -13.75% 🔍 Watch (06-17, 2d stale)
LULU $115.50 35.7 ↓ -6.6% -3.53% -3.96% -27.48% -54.21% ❌ Don't Buy (06-16, 2d stale)

Tier Analysis

Overbought / Avoid (RSI 70+): HIMS (RSI 70.9, +58% 30D, +23.7% 7D) is the standout momentum name — golden-cross is absent (death cross still on books) but price is +28.1% vs SMA20 and +33.1% vs SMA50, a vertical pop. Still -49.6% from its 52wk high, so this is a sharp recovery within a much larger drawdown, regime tagged pullback. Don't chase at RSI 71; wait for consolidation.

Strong-Up / Hold (RSI 58-63): CROX (RSI 63.1, golden cross, +61% 3M, +37.7% vs SMA200, only -3.7% from high) is the cleanest durable uptrend in the scan — uptrend regime, hold. XYZ (RSI 58.6, golden cross, +24.9% 3M, strong-up) is basing above all SMAs. Both 2d stale.

Mid-Range / Mixed (RSI 47-55): CMG (RSI 55.2 but strong-down trend, death cross, -44.4% from high), SBUX (RSI 54.0, golden cross, uptrend, -6.6% from high — the healthiest of this band), CRSR (RSI 53.2, +65% 3M but -4% vs SMA20 cooling), NKE (RSI 52.6, weak-up, -17.6% 3M), AS, PYPL (RSI 50.1, strong-down, -45% from high), XLY (RSI 50.0 — index dead-flat across all SMAs), DPZ (RSI 47.4, collapse regime, -15.7% 3M), DECK (RSI 45.8, weak-down, -5.1% 7D). RSI says "neutral" but trend/regime says most of these are still in downtrends — RSI-trend conflict.

Approaching Oversold / Broken (RSI 35.7): LULU (RSI 35.7, -54.2% from 52wk high, -6.6% vs SMA20, -31.4% vs SMA200, death cross, collapse regime) is the only name near oversold but this is a structural breakdown, not a pullback — alpha1y -77, alpha3y -147. Not a falling-knife buy.

Entry Zones

Stock Price RSI 30D% Setup
LULU $115.50 35.7 ↓ -3.96% Contrarian only — RSI approaching watch zone but collapse regime + -54% from high; needs RSI <30 with a confirmed floor before any nibble (06-16, 2d stale)
SBUX $101.68 54.0 -4.62% Healthiest legacy name (uptrend, golden cross, -6.6% from high); set alert for RSI pullback to 40-45 (06-16, 2d stale)
CROX $124.53 63.1 +25.65% Quality trend but extended +61% 3M; alert for RSI dip to 48-52 near SMA20 (06-17, 2d stale)

Action Matrix

Action Stocks Why
⚠️ AVOID HIMS RSI 70.9 after +58% 30D vertical pop — don't chase
🔒 HOLD CROX, XYZ, SBUX, XLY Trend/golden-cross names; hold, don't add at extension
🔍 WATCH CMG, CRSR, NKE, AS, PYPL, DPZ, DECK Mid-RSI but mostly down/collapse regimes — RSI-trend conflict, need trend confirmation
❌ DON'T BUY LULU -54% from high, collapse regime, death cross — broken thesis not a dip

What Changed

  • HIMS went vertical — +58% 30D / +23.7% 7D to RSI 70.9, the only overbought name; momentum real but still -50% from 52wk high (recovery within a deep drawdown)
  • CROX is the clean trend — RSI 63.1, golden cross, +61% 3M, only -3.7% from high; best durable uptrend in the scan
  • LULU still broken — RSI 35.7, -54% from high, collapse regime; the lone near-oversold name but not a dip
  • Legacy discretionary stuck — CMG/DPZ/NKE/PYPL show neutral RSIs but strong-down/collapse trends; RSI-trend conflict means "neutral" overstates health
  • XLY index flat — RSI 50, dead-flat across SMA20/50/200; no broad sector thrust confirming the individual breakouts

The Gold

Key Discoveries

Discovery Implication
HIMS +58% 30D at RSI 71 but -50% from high Momentum recovery, not a new uptrend high — chasing risk is asymmetric
CROX golden cross + only -3.7% from high Cleanest trend-hold candidate in the consumer book
LULU RSI 35.7 + collapse regime Oversold ≠ buyable; trend/regime override RSI for falling knives

Mistakes (Don't Repeat)

Mistake Lesson
Reading mid-RSI (CMG/DPZ/PYPL ~50) as neutral-healthy Trend + regime fields show down/collapse — check both, not RSI alone

Open Questions

  • Is HIMS's +58% 30D a fundamental catalyst or a short squeeze? (needs news/event verify — not in this scan)
  • Does LULU have any stabilization signal below $115, or is the collapse still accelerating?
10 events
DateTypeEvent
Jun 16 UpdateConsumer Candidates Jun 16 ScanConsumer Scan Jun 25 ScanConsumer Scan Jun 26 ScanConsumer Scan Jul 7 ScanConsumer Scan Jul 11 ScanConsumer Scan — July 10, 2026 Close May 29 ScanConsumer Scan Jul 17 ScanConsumer Scan — July 17, 2026 Close Jul 25 ScanConsumer Scan — July 24, 2026 Close Jul 28 ScanConsumer Scan — July 28, 2026 Close

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