Reason: Leadership rotated but the bifurcation held - CROX overtook SBUX as the strongest name in the group, now just off a fresh 52-week high; the HIMS overbought flag from last read fully resolved with a pullback; NKE stays death-crossed and structurally unchanged.

Tape-read: This cycle's consumer-scan read carries directly: HIMS's overbought flag already resolved — RSI cooled from 70.6 to 56.0 after a genuine -10.2% weekly pullback, while CROX took over as the group's strongest name, now just -0.64% from a fresh 52-week high at RSI 64.4. SBUX kept strengthening in parallel (RSI 51.5→60.8, golden cross intact, -2.64% off high) — both CROX and SBUX are "new leadership, near highs" per the scan, though both are extended enough that fresh entries chase rather than bargain-hunt. NKE ticked up modestly (RSI 50.3→55.6, +5.42% 7D) but remains death-crossed, -44.66% off its high — the same "retest, not recovery" read as LULU/DPZ. Source: 2026-07-11-consumer-scan + summaries/consumer.json.

• CROX — PROMOTE: RSI 64.4, strong-up, golden cross, -0.64% off a fresh 52wk high — the new cleanest structure in the group, overtaking SBUX; extended enough to track, not chase.
• SBUX — PROMOTE: RSI 60.8 (up from 51.5), strong-up, golden cross, -2.64% off high — still strengthening, a close second to CROX.
• HIMS — WATCH: RSI 56.0 (down from 70.6), -10.2% 7D, still +19.1% 30D — the overbought flag from last read resolved fast; digestion, not a broken thesis unless the bleed continues.
• NKE — PASS: RSI 55.6, weak-up but still death-crossed, -44.66% off high — a bounce inside a broken structure, not a recovery (same read as LULU/DPZ).

Lead pick: CROX — new leadership, closing in on a fresh high; SBUX is the close alternate. HIMS is the one to watch for RSI to actually base after its fast round-trip from overbought.