This is the one book in this batch with no green this cycle — all eight names lost RSI ground, the only such book among the six scanned this session. LULU is the standout: it missed Q2 badly (revenue down 4%, full-year guidance cut) and fell 17.38% on September 3 on 8.7x average volume, flipping straight from a downtrend into collapse. Five of the eight names — DPZ, HIMS, BRBR, NKE, LULU — are now negative on the trailing year with a negative alpha as well; only SBUX and CROX are solidly positive on every horizon.

Data as-of the 2026-09-04 close for all 8 names. Comparison baseline is the August 28 scan.

Every name in this book lost RSI ground this cycle — no exceptions, the only book in this batch to move uniformly in one direction. LULU accounts for the largest share of that: it reported Q2 fiscal 2026 results on September 3 showing a 4% revenue decline and a significant cut to full-year guidance (latest), and the stock fell 17.38% the next session on 8.69x average volume — RSI dropped from 51.9 to 31.8, and the regime flipped from downtrend straight into collapse. LULU is now down 51.18% over the trailing year with an alpha1y of -69.83, sitting 34.1% below its 200-day.

BRBR remains the most damaged name in this book on every measure: down 75.66% over the trailing year, an alpha1y of -94.31, and 39.7% below its 200-day — the desk's own thesis rating for BRBR is "broken," which the data across every window agrees with. NKE (-49.04% 1y, -67.69 alpha, 25.3% below its 200-day) and HIMS (-42.4% 1y, -61.05 alpha, 2.4% below its 200-day) sit in the same category — real, multi-window weakness rather than a short-term dip. DPZ rounds out the group at -26.27% 1y and -44.92 alpha, 6.5% below its 200-day.

TSLA is a genuinely mixed case worth separating from both groups. Its headline trailing-year return is barely positive (+4.59%), but its alpha1y is meaningfully negative (-14.06) and it sits 11.4% below its 200-day, currently at $399.56 — that combination (a flat-to-positive headline number masking real underperformance) is the pattern worth watching rather than dismissing, regardless of the desk's own "intact" thesis rating on this name. Today's session alone was down 5.92%, though the 7-day window is still slightly positive (+1.49%), so the RSI's roughly flat reading versus last cycle reflects a week that was up into Wednesday and then gave most of it back — no confirmed cause attaches to today's specific drop; the freshest news on file (Cybercab launch coverage, dated September 3) predates it and reads bullish, not bearish.

SBUX and CROX are the only two names in this book solidly positive on every horizon — both above their 200-day, both with a positive trailing-year return and positive alpha (SBUX +20.07%/+1.42, CROX +32.03%/+13.38) — even though both also lost RSI ground this cycle.

• LULU: RSI 51.9 → 31.8 (-20.1), the largest move in the book; regime flipped downtrend → collapse; drove by a Q2 earnings miss and 17.38% one-day drop on 8.7x average volume.
• SBUX: RSI 55.4 → 44.9 (-10.5); regime held uptrend despite the drop.
• DPZ: RSI 54.9 → 49.3 (-5.6).
• NKE: RSI 43.5 → 40.1 (-3.4); regime held collapse.
• CROX: RSI 41.0 → 37.9 (-3.1).
• HIMS: RSI 45.6 → 43.3 (-2.3); regime relabeled pullback → downtrend.
• BRBR: RSI 44.0 → 42.5 (-1.5); regime held downtrend; thesis remains rated broken.
• TSLA: RSI 50.9 → 50.9 (flat on the week despite a -5.92% single-day drop on September 4); regime held downtrend; thesis rated intact by the desk despite a negative alpha1y.

This book needs a different lens from the rest of this batch: there's no bounce to discount here, and the trailing-year check sharpens rather than softens the read. Five of eight names — DPZ, HIMS, BRBR, NKE, LULU — are negative on both the trailing year and alpha, which is real damage at every window, not a violent pullback inside an intact trend. Only SBUX and CROX clear every horizon cleanly. TSLA sits in between: its headline 1-year number still looks fine, but the negative alpha and the distance below its $399.56 200-day are the more honest read of where it actually stands, whatever the desk's thesis label says.

Tier A — RSI 45+ (2): TSLA (thesis intact, but negative alpha), DPZ (negative 1y and alpha despite the reading).

Tier B — Mid-book, RSI 40-45 (2): SBUX (the healthiest chart in the book), HIMS (negative 1y and alpha).

Tier C — Weakest, RSI <40 (4): BRBR (thesis broken), NKE (negative 1y and alpha), CROX (the other healthy chart despite the low RSI), LULU (fresh earnings-driven collapse).

• Tape data (price/RSI/SMA/returns/1-year, SMA200, volume): full-scan pre-computed summaries as of the 2026-09-04 close — cultural-thesis.
• LULU earnings: latest (2026-09-03 coverage); 2026-09-03-lulu-earnings.
• TSLA news: latest.