Consumer Scan — September 11, 2026 Close
Consumer Scan — September 11, 2026 Close
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.
Related
10 eventsNo direct external sources are attached to this read.