LULU cratered on a real fundamental miss — a 4% Q2 revenue decline and a slashed full-year outlook, reported after Wednesday's close — sending RSI from 51.9 to 31.8 on a -16.73% week and flipping the 30-day change from +1.50% to -18.54%. PYPL reversed back out of oversold (RSI 35.0→43.6, week -12.83%→+2.42%) and MNST dropped newly into oversold (RSI 47.5→33.6, week -1.93%→-6.53%) — neither move has a fresh news receipt behind it, so neither cause is established here.

Data as-of 2026-09-04 close. All numbers from precomputed summaries/consumer.json. Prior scan: 2026-08-28-consumer-scan (2026-08-28, data as-of 2026-08-28 close) — the summary's own 7-day window runs 2026-08-28 to 2026-09-04, so the comparisons below line up exactly with that prior scan.

LULU is the story of this scan. RSI fell from 51.9 to 31.8, price from $120.81 to $100.61, and the week alone dropped 16.73% (the single-day move on the report was -17.38%). The news receipt on file (fetched 2026-09-04, fresh) shows the cause directly: Q2 results reported a 4% revenue decline and a significant cut to full-year guidance, released after Wednesday's close. LULU is now 34.1% below its 200-day average with a trailing one-year return of -51.18% (alpha1y -69.83) — an already-broken trend that just took a fresh, confirmed hit rather than a technical washout.

PYPL and MNST both moved sharply without a matching catalyst on file. PYPL reversed out of oversold — RSI 35.0→43.6, price $53.66→$54.96, the week flipping from -12.83% to +2.42% — but its news receipt is still the same stale Stripe/Advent takeover-withdrawal story from August 28, dated before this week's window; nothing on record explains this week's bounce. MNST dropped newly into oversold — RSI 47.5→33.6, price $46.86→$43.82, week -1.93%→-6.53% — on a news receipt fetched August 7, nearly a month stale. MNST remains 4.9% above its 200-day with a positive trailing year (+38.1%, alpha1y +19.45), so this reads as a pullback inside an otherwise intact trend rather than a structural break, but the cause of this week's specific drop isn't established.

Elsewhere the board cooled quietly. SBUX's 30-day window flipped negative (+3.56%→-1.44%) while it stayed 7.0% above its 200-day with a positive trailing year (+20.07%, alpha1y +1.42) — an intact trend, just softer. CMG (RSI 64.3→55.4), DPZ (54.9→49.3), XYZ (57.0→53.4), XLY (50.8→44.6), and TOST (56.8→49.4) all eased with their 30-day changes flipping or deepening negative, though CMG, XYZ, and TOST all still sit above their 200-day averages — trend-intact pullbacks, not breaks. The names carrying genuine long-horizon damage are unchanged from last scan: NKE (vs 200-day -25.3%, 1-year -49.04%, alpha1y -67.69), DPZ (-6.5% / -26.27% / -44.92), AS (-16.9% / -21.86% / -40.51), and DECK (-16.3% / -30.75% / -49.4) — all four remain structurally weak on both windows, not just having a rough week.

CRSR kept extending — RSI 55.2→59.6, price $12.00→$12.72, week +10.17%→+5.82%, 30-day +16.73%→+13.57% — still 67.5% above its 200-day with a strongly positive trailing year (+41.96%, alpha1y +23.31), a continuation of an intact uptrend.

• LULU crashed on a confirmed Q2 miss and guidance cut: RSI 51.9→31.8, price $120.81→$100.61, 7D -0.21%→-16.73%, 30D +1.50%→-18.54%.
• PYPL reversed back out of oversold: RSI 35.0→43.6, price $53.66→$54.96, 7D -12.83%→+2.42%, 30D -8.04%→-5.13%.
• MNST dropped newly into oversold: RSI 47.5→33.6, price $46.86→$43.82, 7D -1.93%→-6.53%, 30D -3.62%→-7.22%.
• SBUX's 30-day window flipped negative: RSI 55.4→44.9, price $107.85→$104.47, 7D +0.71%→-3.13%, 30D +3.56%→-1.44%.
• XLY's 30-day window flipped negative: RSI 50.8→44.6, price $117.21→$114.91, 7D -0.68%→-1.98%, 30D +5.02%→-3.14%.
• XYZ's 30-day window flipped negative: RSI 57.0→53.4, price $83.57→$82.76, 7D +1.73%→-0.97%, 30D +1.69%→-1.71%.
• TOST's 30-day window flipped negative: RSI 56.8→49.4, price $35.15→$33.95, 7D -4.04%→-3.39%, 30D +7.82%→-2.44%.
• HIMS eased further: RSI 45.6→43.3, price $28.84→$27.71, 7D -14.67%→-3.85%, 30D +15.36%→-12.45% (flipped negative as last scan's reversal week rolled out of the window).
• CRSR kept extending: RSI 55.2→59.6, price $12.00→$12.72, 7D +10.17%→+5.82%, 30D +16.73%→+13.57%.
• CMG, DPZ, AS, NKE, DECK, CROX all traded within a narrower range, no sharp break.

Golden-cross names (SBUX, CMG, HIMS, CROX, PYPL, XYZ, CRSR, MNST, TOST) mean the 50-day average sits above the 200-day. Death-cross names (AS, LULU, NKE, DPZ, DECK, XLY) should have any bounce read as counter-trend until the cross itself flips — LULU's crash happened inside that death-crossed group, deepening an already-broken trend rather than breaking a new one. On the long-horizon test: SBUX, CROX, CRSR, XYZ, and MNST all sit above their 200-day with positive trailing-year returns — clean pullback framing even where this week was rough (MNST, XLY). CMG, PYPL, and TOST are the mixed cases — above their 200-day but with a negative-to-flat trailing year, meaning the cushion is real but thinner than the golden-cross label alone suggests. NKE, DPZ, AS, DECK, and now LULU are weak on both windows at once — the genuinely damaged group, unchanged in composition from last scan except that LULU just joined it with a confirmed fundamental catalyst behind the move.

Capitulation (RSI<25): None.

Oversold (25-40): MNST (33.6), LULU (31.8), AS (35.3), DECK (37.7), CROX (37.9) — five names, up from three (DECK, AS, PYPL) last scan; MNST and LULU are the new arrivals.

Neutral/Strong (40+): The rest of the board, spanning NKE (40.1) to CRSR (59.6, the board's highest print).

• Tape data (price/RSI/SMA/returns/long-horizon): full-scan pre-computed summaries as of the 2026-09-04 close — consumer.
• LULU news receipt checked (latest, fetched 2026-09-04, fresh): Q2 results reported a 4% revenue decline and a significant cut to full-year guidance, released 2026-09-03 after market close.
• PYPL news receipt checked (latest, fetched 2026-08-28, before this week's window): still the Stripe/Advent takeover-withdrawal story from last scan; no cause claimed for this week's reversal.
• MNST news receipt checked (latest, fetched 2026-08-07, stale): no cause claimed for this week's drop into oversold.