Reason: TJX's breakout cooled - RSI down to 52.2 from 61.1 on a decelerated weekly gain; COST's summary refreshed after being stale since July 24, now showing a mild positive read; YUM continued stabilizing for a second straight week; WMT held most of its recent gains.

Tape Read

$TJX's breakout cooled this cycle: RSI 52.2 (down from 61.1), the weekly gain decelerated to +2.02% (was +3.71%), 30D eased to +3.96% (was +6.33%), and it widened slightly to -7.45% off its 52-week high (was -5.41%) — still the closest name to a fresh high in the basket even after giving back some of the move. $COST's summary refreshed this cycle after carrying a stale 2026-07-24 timestamp last read: it's now dated 2026-07-31, showing RSI 51.9, a mild +1.8% week, +3.11% 30D, and -13.19% off its 52-week high — the first genuinely fresh read on the name in several cycles, though the desk can't compare it cleanly against last cycle's stale figure. $YUM continued stabilizing for a second straight week: RSI 49.6 (up from 42.6), 7D +2.93% (up from +2.11%), still basing regime. $WMT held most of its recent gains: RSI 44.3 (down slightly from 48.8), 7D +1.58% (was +2.45%, still positive), 30D turned positive to +2.19% (was -1.31%). Source: full-scan pre-computed summaries as of the 2026-07-31 close — retail; $COST's row is now dated 2026-07-31, refreshed from the 2026-07-24 stamp flagged last cycle.

• $TJX — WATCH (downgraded from PROMOTE): RSI 52.2 (down from 61.1), weekly gain decelerated to +2.02% (was +3.71%) — the breakout cooled, though it's still the closest name to a fresh high in the basket.
• $YUM — WATCH: RSI 49.6 (up from 42.6), 7D +2.93% (up from +2.11%) — the stabilization held for a second straight week.
• $WMT — WATCH: RSI 44.3 (down slightly from 48.8), 30D turned positive to +2.19% (was -1.31%) — holding most of its recent gains.
• $COST — WATCH (data refreshed, no clean prior comparison): RSI 51.9, +1.8% 7D, -13.19% off 52wk high — the stale data flagged last cycle has refreshed; this is the first clean read on the name in several cycles.

Lead pick: $TJX remains the basket's best absolute position even after cooling off, still nearest to a fresh 52-week high. $COST is the one to note for data quality: its numbers are finally current again after sitting stale since July 24.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — retail. $COST's row is now dated 2026-07-31, refreshed from the 2026-07-24 stamp flagged last cycle.