LULU is the one structural repair this cycle — its regime lifted from collapse to downtrend as RSI climbed from 45.5 to 55.2. Almost everything else in the book firmed too, with DPZ extending to RSI 68.7 (though its regime still hasn't lifted past downtrend) and BRBR's bounce reaccelerating even as its thesis stays rated broken. TSLA is the lone continuing deterioration — RSI stayed oversold at 27.4 and its 30-day loss deepened from -16.64% to -25.35%, still inside a collapse regime with the thesis rated intact.

Data as-of the 2026-07-28 close for all 8 names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-25-cultural-thesis (data as-of the 2026-07-24 close).

Most of the book firmed this cycle, and LULU is the one name that confirmed a genuine structural change: its regime lifted from collapse to downtrend as RSI ran from 45.5 to 55.2, with both its 7-day and 30-day readings turning more positive. DPZ kept extending the repair flagged last cycle, RSI climbing from 61.0 to 68.7 and its distance from the 52-week high tightening sharply from -33.58% to -26.53% — though its regime still hasn't lifted past downtrend despite that near-overbought reading, a genuine gap between price and label. BRBR's bounce, which looked like it was decelerating last cycle, reaccelerated instead: RSI up to 64.1 with both the 7-day and 30-day gains improving, though its thesis stays rated broken regardless of the price action. CROX held its uptrend regime near its highs, and NKE and HIMS both improved meaningfully on RSI and price even though their downtrend regime tags didn't change — HIMS's RSI recovered from 36.6 to 41.7 even as its distance from the 52-week high actually widened slightly, to -58.37%. SBUX stayed roughly flat, still holding its basing regime. Against all of that broad firming, TSLA is the one name that kept getting worse: RSI held at an oversold 27.4 (was 28.1), its 7-day loss deepened to -18.87%, and its 30-day loss widened sharply from -16.64% to -25.35% — the deterioration flagged last cycle didn't stabilize, it kept accelerating, all while the thesis rating stays intact and the regime stays tagged collapse.

• LULU: regime upgraded collapse → downtrend — the one structural repair this cycle; RSI 45.5 → 55.2, 30-day flipped to +5.28% (was +1.05%); -46.76% from high (was -51.04%).
• DPZ: RSI 61.0 → 68.7, near-overbought territory, but regime still tagged downtrend; 30-day accelerated to +19.19% (was +15.77%); -26.53% from high (was -33.58%).
• BRBR: RSI 59.5 → 64.1, thesis still rated broken; 30-day improved to +10.34% (was +8.73%) — the bounce reaccelerated rather than continuing to decelerate.
• NKE: RSI 43.4 → 50.4, 30-day flipped to +3.78% (was -0.29%); regime unchanged at downtrend.
• HIMS: RSI 36.6 → 41.7, 30-day improved to -12.19% (was -14.10%), but -58.37% from high (was -53.51%) — RSI recovering even as the 52-week distance widened.
• CROX: RSI 59.4 → 60.9, -3.19% from high (was -5.66%); regime stays uptrend.
• SBUX: RSI 48.5 → 47.4, roughly flat; regime holds basing.
• TSLA: RSI roughly flat and still oversold at 27.4 (was 28.1); 30-day deepened sharply to -25.35% (was -16.64%); -38.37% from high (was -35.91%); regime still collapse, thesis still rated intact.

A regime upgrade carries more weight than a single week's RSI move. LULU crossing out of collapse this cycle is the most structurally significant change in the book. DPZ's RSI climbing to 68.7 while its regime stays tagged downtrend is a genuine disconnect worth watching — a strong price move hasn't yet earned a stronger structural label. BRBR's improving RSI does not repair its broken-thesis status. TSLA's continued deterioration is the clearest standalone signal in the book this cycle: the 30-day window widened materially even though the weekly number and RSI look only modestly worse, meaning the damage is compounding under the surface.

Tier A — Strongest structure (uptrend/basing): CROX (near highs, extending), SBUX (basing, flat).

Tier B — Extending sharply, regime lagging price: DPZ (RSI 68.7, still tagged downtrend).

Tier C — Fresh regime upgrade: LULU (collapse → downtrend).

Tier D — Bounce reaccelerating, thesis still broken: BRBR.

Tier E — Improving but still depressed: NKE, HIMS (both regime-unchanged downtrend, both improving on price this cycle).

Tier F — Continuing deterioration: TSLA (still collapse, thesis intact, 30-day loss widening sharply).

None of the eight names read as a clean fresh entry this cycle. CROX and SBUX remain extended holds near their structural strength. DPZ's RSI 68.7 sits close to overbought even though its regime hasn't upgraded — a genuine disconnect, not a discount. LULU's fresh regime upgrade out of collapse is worth tracking for confirmation over another cycle before treating it as a repair. TSLA's oversold RSI (27.4) sits inside a still-collapse regime with a widening 30-day loss and the thesis rated intact — the disagreement between price and rating is sharper than last cycle, not resolved.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close — cultural-thesis.