YUM broke down hard — the sector's cleanest carry-forward pick just a week ago (RSI 60.9, golden cross, strong-up) collapsed to RSI 35.4 on a -9.55% week, the only name in the watchlist to fall into oversold territory. Meanwhile last scan's oversold rotation resolved the other way: COST bounced (RSI 36.3→47.3, 7D flipped to +2.69%) and TJX kept recovering (RSI 39.4→48.2). LOW stayed the weakest chart in the group — RSI roughly flat at 41.4, but 30D worsened to -6.06% and it's now -28.78% off its high, with the engine's thesis flag still reading "intact" despite the deterioration.

Data as-of 2026-07-17 close. All numbers from precomputed summaries/retail.json. Prior scan: 2026-07-11-retail-scan (2026-07-11, data as-of 2026-07-10 close).

YUM is the headline. Last scan it was the retail watchlist's cleanest carry-forward — golden cross, strong-up, RSI cooling from a near-overbought 70.4 to a healthy 60.9. This week it fell -9.55%, and its RSI collapsed to 35.4, the only name anywhere in this scan to drop into oversold (25-40) territory. It still technically carries a golden cross, but the trend label has flipped to "down" — a real structural change, not noise. On the other side of the ledger, last scan's oversold names bounced: COST's RSI recovered from 36.3 to 47.3 with its 7D change flipping from -2.85% to +2.69%, and TJX continued improving (RSI 39.4→48.2, 30D -10.10%→-5.71%). WMT held roughly steady (RSI 44.2→46.5). LOW remains the one name in the group with no good news at all — its RSI barely moved (41.1→41.4) but its 30-day change worsened to -6.06% and it's now -28.78% off its 52-week high, deeper than last scan's -27.79%. The engine's thesis flag on LOW still reads "intact," a gap between the technical picture and the underlying call that has now persisted for two scans running.

• YUM broke down: RSI 60.9→35.4, price $163.54→$147.92, 7D +0.31%→-9.55%, trend strong-up→down — the largest reversal in the scan, and the only name to fall into oversold.
• COST's oversold setup resolved: RSI 36.3→47.3, 7D -2.85%→+2.69%, 30D -6.09%→-1.11% — the bounce flagged last scan played out.
• TJX kept recovering: RSI 39.4→48.2, 30D -10.10%→-5.71% — no longer the weakest golden-cross name.
• LOW's thesis-vs-technicals gap widened further: RSI roughly flat (41.1→41.4), 30D -4.26%→-6.06%, now -28.78% from its high (was -27.79%) — still tagged thesis "intact."
• TGT continued strengthening: RSI 57.0→61.4, 30D +1.88%→+6.78%, now -3.32% from its 52-week high (was -5.38%).
• WMT roughly steady: RSI 44.2→46.5, 7D +3.14%→+0.30%.

"Golden cross" (COST, WMT, TGT, TJX, YUM, DECK, CROX, XRT, SBUX) 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. YUM's RSI 35.4 print inside a still-intact golden cross is exactly the case this label warns about: the cross hasn't caught up to the price action yet. "Death cross" names (HD, LOW, SHOP, AS, LULU, NKE, MCD, CMG, DPZ, ANF) should have any bounce read as counter-trend until the cross itself flips. The "thesis" flag (LOW carries "intact" this scan) is a separate, engine-level call about the underlying business case that can diverge from the technical picture — as it continues to for LOW — and that gap is a signal worth investigating, not a contradiction to ignore.

Capitulation (RSI<25): None.

Oversold (25-40): YUM ($147.92, RSI 35.4, golden cross, trend "down", -13.06% from high) — the sole name in this bucket, and a complete reversal from being last scan's cleanest carry-forward.

Neutral/Strong (40+): Every other name in the watchlist, spanning LOW at 41.4 up to CROX at 65.2. Within that group: COST and TJX both recovered from oversold reads last scan; TGT and CROX remain the strongest structures; LOW is the weakest technical read despite an "intact" thesis flag from the engine.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.