Consumer Scan

Scan

Consumer Scan

Scan symbols 13
ASELULUNKESBUXCMGDPZHIMSDECKCROXPYPLXYZCRSRXLY
Watchlists 1
@consumer
raw scan snapshot — prices as of scan date, not live 23 rows · screens, not recommendations

Consumer is a tale of two cohorts: the cultural-thesis winners (CROX +61% 3M, SBUX +21% 3M, HIMS +75% 3M near golden cross) against the structural collapses (NKE -50% from high, LULU -53%, DPZ -40%) — bifurcation is the defining feature EOW, not a sector call.

Latest bar Friday 2026-06-26 (all names fresh).

Quick Snapshot

Signal Reading
Overall 🟡 Bifurcated — cultural winners (CROX/SBUX/HIMS) in uptrends while legacy brands (NKE/LULU/DPZ) in active collapses; XLY ETF RSI 45.5 reflects the split
Key insight CROX (RSI 63.5, +61% 3M, pricePctVsVwap +41.9%) is the cleanest cultural-thesis winner but extended — +42% above VWAP is elevated. NKE (RSI 35.4, -49% from high, death cross) looks oversold but is structurally broken; LULU (RSI 47.4, death cross, -53% from high) the same. SBUX (RSI 61.9, golden cross, +14.4% vs SMA200) is the only large-cap with intact structure near highs

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% Trend Signal
HIMS $33.94 64.3 +13.6% -6.51% +34.68% +75.1% up ⚠️ EXTENDED
CROX $127.76 63.5 +4.3% -5.43% +7.91% +60.6% strong-up ⚠️ EXTENDED/FROTH
SBUX $104.60 61.9 +5.2% +2.41% +2.45% +21.2% strong-up 🔒 HOLD
XYZ $77.82 61.3 +7.5% +0.53% +8.96% +39.0% strong-up 🔒 HOLD
CMG $33.34 59.2 +7.6% +3.16% +1.99% +8.0% weak-up 🔍 WATCH
PYPL $44.29 56.3 +4.1% -0.77% +1.54% +1.9% strong-down ⚠️ AVOID
CRSR $8.61 49.4 -7.4% -4.14% -12.32% +61.8% strong-up 🔍 WATCH
LULU $117.57 47.4 -0.6% +4.05% -10.28% -19.4% strong-down ❌ DON'T BUY
DECK $104.56 46.5 -4.1% -2.99% -8.58% +11.2% weak-down 🔍 WATCH
XLY $114.37 45.5 -1.4% -2.35% -5.72% +8.4% down 🔍 WATCH
AS $34.17 45.6 -2.5% -5.25% -6.77% +8.7% strong-down ❌ DON'T BUY
DPZ $298.18 43.5 -2.8% -3.77% -3.75% -13.8% strong-down ❌ DON'T BUY
NKE $40.75 35.4 -7.1% -7.08% -10.58% -20.0% strong-down ❌ DON'T BUY

Tier Analysis

RSI 40+ — Leaders and Holds:

SBUX is the standout quality: golden cross, +14.4% vs SMA200, RSI 61.9 steady, +21% 3M — the Brian Niccol turnaround is in the data. HIMS (RSI 64.3, +75% 3M) is the momentum leader but at -6.51% 7D is cooling after a vertical run; death cross on the chart despite the strong price action (price is ahead of SMAs) suggests the structural base is new. CROX (RSI 63.5, golden cross, +40% vs SMA200) is near its 52wk high (-1.6%) and extended — pricePctVsVwap +41.9% (poc $81.46, VWAP $90.02) means price is running 42% above the fair-value anchor. Not a short, but chasing here is poor risk/reward. CMG (RSI 59.2) holds above SMA20 but death cross + -43% from high; the recovery is weak-up at best.

RSI 25-40 — Oversold Watch:

NKE (RSI 35.4) is the loudest signal but the wrong kind — death cross, -29% below VWAP ($58.11 vs $40.75), -28.6% vs SMA200, -49% from 52wk high. This is structural collapse, not a dip. relVolume 1.44 on a big day (-7.08% 7D) suggests active sellers, not exhaustion. Unless the tariff-relief or brand-reset narrative becomes a real catalyst with earnings evidence, NKE is a falling knife. LULU (RSI 47.4) bounced +4% 7D but remains death-cross, -29% vs SMA200, -53% from high — the bounce is a retest of breakdown, not a reversal.

RSI < 25 — None in this scan.

Froth Read

CROX: price $127.76, pricePctVsVwap +41.9% (VWAP $90.02, poc $81.46). Near 52wk high (-1.6%). Structurally sound (golden cross, +39.6% vs SMA200) but running well ahead of the volume-weighted anchor. Flag as extended — don't chase, let it pull to SMA20 ($122.55).

Entry Zones

Stock Price RSI 30D% Setup
SBUX $104.60 61.9 +2.45% Best structure in consumer — golden cross, +14.4% vs SMA200. Any pullback to SMA20 ($99.45) is accumulate zone
DECK $104.56 46.5 -8.58% Oversold-quality — golden cross, +1.7% vs SMA200. -17% from high. Watch for SMA20 ($109) reclaim
CRSR $8.61 49.4 -12.32% Golden cross, +25% vs SMA200, pulled back to SMA20; speculative but structure intact

Action Matrix

Action Stocks Why
🔒 HOLD SBUX, XYZ, HIMS Golden cross, above SMA200, thesis intact; let momentum run
⚠️ EXTENDED — DON'T CHASE CROX +42% above VWAP, near 52wk high; hold if owned, don't add here
🔍 WATCH CMG, DECK, XLY, CRSR Neutral structure; wait for RSI turn or SMA20 reclaim
⚠️ AVOID PYPL Death cross, -17.8% vs SMA200, -44% from high; RSI 56 is a false floor
❌ DON'T BUY NKE, LULU, DPZ, AS Death cross, deep below SMA200, -40% to -53% from highs; structural break not dip

What Changed This Week

  • HIMS -6.51% 7D after +34.68% 30D run — momentum cooling; watch $26.73 support
  • CROX -5.43% 7D but still near all-time highs; any RSI > 65 continuation is late-cycle
  • NKE -7.08% 7D on elevated volume (relVol 1.44); collapse accelerating, no floor visible
  • SBUX +2.41% 7D, relVol 2.21 — strong buy-side conviction continues at highs
  • XLY ETF -2.35% 7D, RSI 45.5 — broad consumer softness despite individual winners
10 events
DateTypeEvent
Jun 25 ScanConsumer Scan Jun 20 ScanConsumer Scan Jun 16 UpdateConsumer Candidates Jun 16 ScanConsumer Scan Jul 7 ScanConsumer Scan Jul 11 ScanConsumer Scan — July 10, 2026 Close Jul 17 ScanConsumer Scan — July 17, 2026 Close May 29 ScanConsumer Scan Jul 25 ScanConsumer Scan — July 24, 2026 Close Jul 28 ScanConsumer Scan — July 28, 2026 Close

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