Reason: COST just became the most oversold name in the group (RSI 44.2 to 36.3) while WMT, oversold last read, snapped back hard inside its still-intact golden cross; YUM stays the cleanest carry-forward even after cooling from near-overbought.

Tape-read: The retail-scan's own framing carries directly: COST just became the most oversold name in the group — RSI fell from 44.2 to 36.3 — while WMT, last read's most-oversold print, snapped back hard (RSI 34.0→44.2, +3.14% 7D) inside its still-intact golden cross. Both remain inside golden crosses, so this reads as rotation within a still-healthy long-term structure, not a breakdown. YUM remains the sector's cleanest carry-forward, still golden-cross and just -3.88% off its high even as its own RSI cooled from a near-overbought 70.4 to 60.9. TJX ticked up only slightly (RSI 37.2→39.4) and remains the weakest name still holding a golden cross. Source: 2026-07-11-retail-scan + summaries/retail.json.

• YUM — PROMOTE: RSI 60.9 (down from 70.4), strong-up, golden cross, -3.88% off 52wk high — still the cleanest carry-forward in the scan, cooled out of near-overbought.
• WMT — WATCH: RSI 44.2 (up from 34.0), golden cross intact, +3.14% 7D — the oversold setup from last read already played out; no longer the extreme print.
• COST — WATCH (downgraded from PASS): RSI 36.3 (down from 44.2), down trend but golden cross intact, -16.4% off high — inherited WMT's oversold setup; confirm a base before treating as a bounce candidate.
• TJX — PASS: RSI 39.4 (up slightly from 37.2), down, -10.98% off high — still the weakest name holding a golden cross, no reversal confirmed.

Lead pick: YUM — the only name both trending and near its high. COST is the interesting watch this week: it inherited WMT's exact oversold setup (RSI mid-30s inside an intact golden cross) — the same "oversold-in-uptrend" read now applies to it instead.