Reason: HIMS is roughly stable short-term (7D -0.72%, was -3.85%) but still worsening on the year - 1-year change -46.85% (was -42.4%), remaining below its 200-day. NKE stays the cohort's clearest structural breakdown, essentially unchanged (1-year change -50.49%, alpha -66.71). CROX's cushion above its 200-day thinned to +8.2% (was +13.8%) even as its 1-year number improved to +38.95% (was +32.03%, a base-effect move). SBUX weakened sharply on the short window - RSI down to 31.8 (was 44.9), 30D -8.99% (was -1.44%) - while its year-over-year read held roughly flat.

Price/RSI Table

What Changed Since 2026-09-04

• HIMS is roughly stable short-term (7D -0.72%, was -3.85%; 30D -8.21%, was -12.45%) but continues to worsen on the year: 1-year change -46.85% (was -42.4%), alpha -63.07 (was -61.05) - still below its 200-day, the downtrend flagged last cycle has not reversed.
• NKE is essentially unchanged, still the cohort's genuine structural breakdown: 1-year change -50.49% (was -49.04%), alpha -66.71 (was -67.69), 27.7% below its 200-day.
• CROX's margin above its 200-day compressed further to +8.2% (was +13.8%) even as its 1-year change ticked up to +38.95% (was +32.03%) - a rolling-window base effect, not fresh strength.
• SBUX deteriorated on the short window: RSI fell to 31.8 (was 44.9, near-oversold), 30D -8.99% (was -1.44%), -10.65% off its high (was -5.47%) - while the year-over-year read stayed roughly flat (+19.89%, was +20.07%).
• No cohort name clears a clean promote this cycle; CROX remains the group's best "deep pullback in an intact trend" case.

Sources

• Tape data (price/RSI/SMA/returns/1-year change/1-year alpha): pre-computed summaries as of the 2026-09-11 close — consumer (Schwab).
• Prior-cycle comparison: 2026-09-04-consumer.