COST just became the most oversold name in the group — RSI fell from 44.2 to 36.3 — while WMT, last scan's most-oversold print, snapped back hard (RSI 34.0→44.2, +3.14% 7D) inside its still-intact golden cross. TGT is the biggest structural mover: trend flipped from weak-down to strong-up (RSI 43.8→57.0), now just -5.38% off its 52-week high, versus -11.7% last scan. YUM remains the sector's cleanest carry-forward, still golden-cross and near its high even as its own RSI cooled from 70.4 to 60.9.

Data as-of 2026-07-10 close. All numbers from precomputed summaries/retail.json. Prior scan: 2026-07-07-retail-scan (2026-07-07, data as-of 2026-07-06 close).

The big-box trio kept rotating. WMT, last scan's most oversold print at RSI 34.0, bounced hard — RSI is now 44.2 with a positive week (+3.14% 7D) — while COST slid the other way, from RSI 44.2 to 36.3, taking over as the group's weakest print. Both remain inside intact golden crosses, so this reads as rotation within a still-healthy long-term structure rather than a breakdown. TGT had the biggest single move in the scan: its trend flipped from weak-down to strong-up, RSI climbed from 43.8 to 57.0, and it's now only -5.38% from its 52-week high, in from -11.7%. YUM stayed the cleanest name on the board even as its RSI came off a near-overbought 70.4 to 60.9, still golden-cross and just -3.88% from its high. TJX ticked up slightly (RSI 37.2→39.4) but remains the weakest name still holding a golden cross. LOW is the one real concern: RSI 41.1, death-crossed, strong-down, -27.79% from its high — and the engine's thesis flag still reads "intact," a gap between the technical picture and the underlying call worth flagging rather than ignoring.

• WMT's oversold setup resolved: RSI 34.0→44.2 (+10.2 pts), 7D flipped from -3.4% to +3.14% — the "watch for a bounce" call from last scan played out.
• COST took over as the group's most oversold name: RSI 44.2→36.3, still inside a golden cross but trend stayed "down."
• TGT flipped structurally: trend weak-down→strong-up, RSI 43.8→57.0, now -5.38% from its 52-week high (was -11.7%) — the largest structural improvement in the scan.
• YUM cooled from its near-overbought print: RSI 70.4→60.9, still golden-cross and -3.88% from high (was -2.0%).
• TJX improved modestly: RSI 37.2→39.4, still the weakest name still holding a golden cross.
• HD, SHOP: roughly unchanged, both still death-crossed.

"Golden cross" (COST, WMT, TGT, TJX, YUM, DECK, CROX, XRT) means the 50-day average sits above the 200-day — a long-term uptrend confirmation, not a signal that a name is cheap right now. A low RSI inside a golden cross (COST at 36.3 this scan) is the kind of print worth tracking for a bounce, not a falling-knife warning — but it's also not automatically a buy until the RSI actually turns. "Death cross" names (HD, SHOP, AS, LULU, NKE, DPZ) should have any bounce read as counter-trend until the cross itself flips. The "thesis" flag some names carry (LOW this scan) is a separate, engine-level call about the underlying business case — it can diverge from the technical picture, as it does for LOW right now, and that gap is itself a signal worth investigating rather than a contradiction to ignore.

OVERSOLD ROTATION: COST ($916.25, RSI 36.3, golden cross, trend "down", -16.4% from high) is now the most oversold name in the group — a flip from WMT last scan. WMT ($113.90, RSI 44.2, golden cross, trend "down", -15.7% from high) already bounced hard (+10.2 RSI points, +3.14% 7D) and no longer reads as the extreme print.

STRUCTURAL IMPROVEMENT: TGT ($135.14, RSI 57.0, golden cross, strong-up, -5.38% from high) flipped from weak-down to strong-up this window — the cleanest structural change in the scan.

QUALITY LEADERSHIP: YUM ($163.54, RSI 60.9, golden cross, strong-up, -3.88% from high) remains the sector's best carry-forward even after cooling from RSI 70.4. CROX and SBUX round out the strongest structures.

STILL WEAK: LOW ($211.63, RSI 41.1, death cross, strong-down, -27.8% from high) is the weakest technical read in the group — notable because the engine still flags its thesis "intact" despite the deterioration, a divergence worth a fresh look rather than a green light. TJX ($151.34, RSI 39.4, golden cross, -10.98% from high) improved slightly but remains the weakest still-golden-cross name.