Reason: Bifurcation intact — SBUX/CROX hold golden crosses within a few percent of 52wk highs; HIMS is a momentum flag not a fresh add; NKE/LULU/DPZ remain death-crossed 38-53% off high.

Tape-read: The consumer scan's own promotion call carries over cleanly this week: cultural winners CROX and SBUX are golden-crossed and within single digits of their 52-week highs, while the legacy trio NKE/LULU/DPZ sits in death-cross collapses 38-53% off high with no reversal evidence. HIMS is the outlier — +40.9% 30D, RSI 70.6 — the closest thing to overbought in the scan, a chase risk rather than an entry. Source: 2026-07-07-consumer-scan + summaries/consumer.json.

• SBUX — PROMOTE: RSI 51.5, strong-up, golden cross, -6.2% off 52wk high — the cleanest structure in the group, not extended.
• CROX — PROMOTE/WATCH: RSI 58.2, strong-up, golden cross, -3.1% off high — near-high but RSI not yet extreme.
• HIMS — WATCH: RSI 70.6, +40.9% 30D, +19.4% vs SMA20 — momentum flag; track, don't chase at these levels.
• NKE — PASS: RSI 50.3, strong-down, death cross, -45.9% off high — bounces here are retests of the breakdown, not recoveries (same read applies to LULU/DPZ/PYPL).

Lead pick: SBUX — golden cross, uptrend, least extended of the two clean names. CROX is the alternate add; HIMS is a watch-only chase risk.