Consumer Scan — September 11, 2026 Close

Scan

Consumer Scan — September 11, 2026 Close

raw scan snapshot — prices as of scan date, not live 32 rows · screens, not recommendations prior scanresearch/scans/2026-09-04-consumer-scan.md

Two names dropped freshly into oversold with no catalyst on file — SBUX's RSI fell from 44.9 to 31.8 on a -5.48% week, and DPZ posted the board's worst week (-8.64%), sending its RSI from 49.3 to 34.8. LULU, last week's crash story, actually stabilized (RSI 31.8→33.9, week easing to -1.63% from -16.73%) even as its 30-day window stays deeply negative. CRSR kept extending toward overbought (RSI 59.6→64.5).

Data as-of 2026-09-11 close. All numbers from precomputed summaries/consumer.json. Prior scan: 2026-09-04-consumer-scan (2026-09-04, data as-of 2026-09-04 close) — the summary's own 7-day window runs 2026-09-04 to 2026-09-11, so the comparisons below line up exactly with that prior scan.

Quick Snapshot

Signal Reading
Overall 🟡 Two fresh drops into oversold (SBUX, DPZ) with no catalyst behind either move, while last week's confirmed LULU breakdown cools off rather than extends.
Key insight SBUX and DPZ both fell hard this week on stale or failed news receipts — neither move is explained by anything captured this session, and both remain above their 200-day averages, so this reads as unexplained pullback rather than confirmed break.

What's Going On

SBUX dropped newly into oversold: RSI fell from 44.9 to 31.8, price from $104.47 to $98.74, and the week alone declined 5.48%. Its news receipt on file is stale (fetched 2026-07-15, well before this week), so no cause is established for the move. SBUX remains 0.8% above its 200-day average with a positive trailing year (+19.89%, alpha1y +3.67) — a deep pullback landing on an otherwise intact trend, not a structural break.

DPZ posted the board's worst week: RSI fell from 49.3 to 34.8, price from $341.08 to $311.60, and the week dropped 8.64% — the sharpest single-name move on this board. Its news receipt shows a failed fetch (fetched 2026-06-21, marked not-ok), so no cause is established here either. DPZ is 14.2% below its 200-day with a negative trailing year (-31.76%, alpha1y -47.98) — the same structurally weak framing as prior scans, now deepening further on an unexplained week.

LULU, the story of last week's scan, actually calmed down: RSI ticked up from 31.8 to 33.9, price eased only 1.63% on the week (versus -16.73% last week), though the 30-day window stays severely negative at -18.12%. LULU remains 34.7% below its 200-day with a trailing year of -40.3% (alpha1y -56.52) — still a deeply damaged trend, just no longer actively crashing.

NKE and DECK both deepened into oversold territory alongside TOST easing toward it: NKE's RSI fell from 40.1 to 34.2 (week -4.17%, 30-day easing slightly to -9.16% from -9.54%), DECK's RSI eased from 37.7 to 33.6 (week -5.29%, 30-day improving to -10.89% from -13.59%), and TOST's RSI dropped from 49.4 to 39.1 (week -5.39%). All three news receipts were not checked for fresh catalysts this session beyond what's on file from prior scans; none of these moves has a confirmed cause. NKE (vs 200-day -27.7%, 1-year -50.49%, alpha1y -66.71%) and DPZ remain the board's structurally weakest names on both windows — unchanged in composition from last scan, now with DPZ's decline accelerating.

Elsewhere the board mostly cooled in step: XYZ's 30-day window flipped positive (+1.19% from -1.71%) even as its week fell 4.29%, and CRSR kept extending toward overbought — RSI 59.6→64.5, price $12.72→$13.54, week +5.82%→+6.45%, still 75.0% above its 200-day with a strongly positive trailing year (+48.79%, alpha1y +32.57) — a continuation of an intact uptrend, the healthiest structure on this board.

What Changed Since Prior Scan (2026-09-04 close → 2026-09-11 close)

  • SBUX dropped newly into oversold: RSI 44.9→31.8, price $104.47→$98.74, 7D -3.13%→-5.48%, 30D -1.44%→-8.99%.
  • DPZ posted the board's worst week: RSI 49.3→34.8, price $341.08→$311.60, 7D -2.59%→-8.64%, 30D -6.96%→-11.91%.
  • LULU stabilized after last week's crash: RSI 31.8→33.9, price $100.61→$98.97, 7D -16.73%→-1.63%, 30D -18.54%→-18.12%.
  • NKE deepened into oversold: RSI 40.1→34.2, price $38.40→$36.80, 7D -3.01%→-4.17%, 30D -9.54%→-9.16%.
  • TOST eased toward oversold: RSI 49.4→39.1, price $33.95→$32.12, 7D -3.39%→-5.39%, 30D -2.44%→-5.70%.
  • CRSR kept extending: RSI 59.6→64.5, price $12.72→$13.54, 7D +5.82%→+6.45%, 30D +13.57%→+4.80%.
  • XYZ's 30-day window flipped positive: RSI 53.4→45.8, price $82.76→$79.21, 7D -0.97%→-4.29%, 30D -1.71%→+1.19%.
  • AS, CMG, HIMS, DECK, CROX, PYPL, XLY, MNST all traded within a narrower range, no sharp break.

How To Read The Board

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. 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 hurt (SBUX's drop into oversold sits inside this group). CMG, PYPL, and TOST are golden-crossed but carry negative-to-flat trailing years — the cushion is real but thinner. NKE, DPZ, AS, DECK, and LULU are weak on both windows at once — the genuinely damaged group, with DPZ's decline the sharpest move of this scan.

Price Table

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
CRSR $13.54 64.5 $12.05 +12.4% +6.45% +4.80% 🟡 Neutral
CMG $36.20 51.1 $36.47 -0.7% -2.06% +10.91% 🟡 Neutral
XYZ $79.21 45.8 $81.38 -2.7% -4.29% +1.19% 🟡 Neutral
HIMS $27.51 43.1 $29.36 -6.3% -0.72% -8.21% 🟡 Neutral
PYPL $53.72 42.6 $57.62 -6.8% -2.26% -9.26% 🟡 Neutral
XLY $112.96 40.9 $115.99 -2.6% -1.70% -4.18% 🟢 Oversold
TOST $32.12 39.1 $34.57 -7.1% -5.39% -5.70% 🟢 Oversold
CROX $112.48 36.3 $120.47 -6.6% -4.30% -13.88% 🟢 Oversold
AS $28.07 33.1 $30.61 -8.3% -4.94% -15.02% 🟢 Oversold
LULU $98.97 33.9 $114.16 -13.3% -1.63% -18.12% 🟢 Oversold
MNST $43.40 34.7 $45.86 -5.4% -0.96% -5.61% 🟢 Oversold
DPZ $311.60 34.8 $337.96 -7.8% -8.64% -11.91% 🟢 Oversold
NKE $36.80 34.2 $39.01 -5.7% -4.17% -9.16% 🟢 Oversold
DECK $81.27 33.6 $86.95 -6.5% -5.29% -10.89% 🟢 Oversold
SBUX $98.74 31.8 $105.20 -6.1% -5.48% -8.99% 🟢 Oversold

Tier Analysis

Capitulation (RSI<25): None.

Oversold (25-40): SBUX (31.8), NKE (34.2), DECK (33.6), DPZ (34.8), AS (33.1), LULU (33.9), MNST (34.7), CROX (36.3), TOST (39.1), XLY (40.9 borderline) — a much broader oversold group than last scan's five, with SBUX and DPZ the new arrivals.

Neutral/Strong (40+): PYPL (42.6), HIMS (43.1), XYZ (45.8), CMG (51.1), CRSR (64.5, the board's highest print).

Entry Zones

Stock Price RSI 30D% Setup
SBUX $98.74 31.8 -8.99% Dropped newly into oversold with no catalyst on file (news receipt stale since July); still 0.8% above its 200-day with a positive trailing year
DPZ $311.60 34.8 -11.91% Board's worst week (-8.64%) with a failed news fetch on record; 14.2% below its 200-day with a negative trailing year — structurally weak, now accelerating
LULU $98.97 33.9 -18.12% Stabilized after last week's confirmed Q2 crash; still 34.7% below its 200-day with a -40.3% trailing year
NKE, DECK, AS see table 33.1–34.2 -9.16% to -15.02% Below the 200-day average with a negative trailing one-year return — structurally weak on both windows, unchanged in composition
CRSR $13.54 64.5 +4.80% Continuing to extend inside a strongly intact uptrend (75.0% above its 200-day, +48.79% trailing year)

Action Matrix

Action Stocks Why
🔍 WATCH SBUX, DPZ Both fell sharply this scan with no confirmed catalyst — stale/failed news receipts on file; confirm whether either resolves or extends
🔍 WATCH LULU Stabilized after last week's confirmed break; still deeply below its 200-day
🔒 HOLD CMG, XYZ, CROX Above the 200-day with positive-to-mixed trailing-year returns; this week's softness reads as pullback
⚠️ AVOID NKE, DPZ, AS, DECK Below the 200-day average with a negative trailing one-year return — structurally weak on both windows
🔒 HOLD CRSR Strongly intact uptrend, continuing to extend

What To Watch Next

Watch Why it matters
SBUX's 200-day cushion (currently +0.8%) Dropped newly into oversold with no cause established; this is the level that decides pullback vs. break
DPZ's next session Board's worst week with a failed news fetch on record — no catalyst confirmed, watch for follow-through
Whether LULU's stabilization holds Week eased from -16.73% to -1.63%, but the 30-day window (-18.12%) hasn't recovered
NKE, AS, DECK The structurally weak trio below their 200-day with negative trailing-year returns — watch for further deterioration vs. stabilization
CRSR's approach toward overbought RSI 64.5 and climbing; confirm the extension doesn't reverse sharply

Sources

  • Tape data (price/RSI/SMA/returns/long-horizon): full-scan pre-computed summaries as of the 2026-09-11 close — consumer.
  • SBUX news receipt checked (latest, fetched 2026-07-15, well before this week's window): no cause claimed for this week's drop into oversold.
  • DPZ news receipt checked (latest, fetched 2026-06-21, fetch marked not-ok): no cause claimed for this week's decline.
10 events

No direct external sources are attached to this read.