SHOP posted the board's worst week (-11.23%) with no catalyst on file, sending RSI from 52.0 to 39.3 and the 30-day change to -14.37% from +0.59%. TJX deepened into capitulation for a third straight scan (RSI 22.3→17.8, now the board's lowest print of this stretch), still with only a stale Jefferies downgrade on record. TGT dropped sharply out of its overbought-adjacent perch (RSI 63.2→47.9, week -5.24%) despite a strong Q2 print still on file from three weeks ago.

Data as-of 2026-09-11 close. All numbers from precomputed summaries/retail.json. Prior scan: 2026-09-04-retail-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.

SHOP had the sharpest move on the board this scan: RSI fell from 52.0 to 39.3, price from $145.09 to $128.79, and the week alone dropped 11.23% — flipping the 30-day change from +0.59% to -14.37%. Its news receipt was checked and returned only generic finance-portal listing pages (Yahoo Finance, CNBC stock quote pages dated Sept 9–11) with no substantive article behind the move — no cause is established here. SHOP remains 1.7% below its 200-day with a trailing year of -11.2% (alpha1y -27.42) — a trend now genuinely under test rather than the "pullback inside intact trend" framing of prior scans.

TJX deepened further into capitulation for a third straight scan: RSI fell from 22.3 to 17.8, price from $132.08 to $126.02, the week alone dropping 4.59% on top of two prior weeks of decline, and the 30-day change holding at -17.42% (essentially unchanged from -17.41%). The news receipt on file is unchanged from last scan (fetched 2026-08-28) — the Jefferies downgrade to Hold from Buy — now three weeks stale relative to this session. TJX is 18.3% below its 200-day with a trailing year that's turned negative (-10.52%, alpha1y -26.74) — the longest-running unresolved disconnect on this board, now at its lowest RSI print of the stretch.

TGT dropped sharply: RSI fell from 63.2 to 47.9, price from $164.44 to $155.83, and the week declined 5.24%. Its news receipt is stale (fetched 2026-08-25, before this week's window) and still shows the Aug 19-20 strong Q2 beat-and-raise — no fresh cause explains this week's drop. TGT remains 25.7% above its 200-day with an exceptionally strong trailing year (+70.27%, alpha1y +54.05) — still the board's cleanest long-horizon structure even after this week's pullback.

YUM also fell hard — RSI 48.2→34.2, price $150.71→$140.87, week -2.03%→-6.53% — dropping newly into oversold with its news receipt not checked this session for a fresh catalyst; no cause is established. HD and LOW both deepened further into oversold (HD RSI 37.8→32.3, LOW RSI 41.2→33.8), continuing the pattern of worsening 30-day windows flagged last scan, with both remaining below their 200-day and negative on the trailing year — the same structurally weak framing, now worse. MCD's RSI eased further to 31.2 from 34.3 (week -1.24%, calmer than last week's -3.51%) while staying 14.4% below its 200-day with a negative trailing year (-18.12%, alpha1y -34.34). ANF continued cooling from its earlier overbought spike — RSI 71.2→63.7, week +0.84%→-2.97% — still 47.2% above its 200-day with a strongly positive trailing year (+54.11%, alpha1y +37.89), an intact trend normalizing further rather than reversing. WMT stayed roughly flat (RSI 45.7→47.0, week +3.91%→+0.01%) while COST eased modestly (RSI 38.1→35.5, week -3.21%→-1.20%).

• SHOP posted the board's worst week with no catalyst on file: RSI 52.0→39.3, price $145.09→$128.79, 7D -5.11%→-11.23%, 30D +0.59%→-14.37%.
• TJX deepened into capitulation for a third straight scan: RSI 22.3→17.8, price $132.08→$126.02, 7D -2.26%→-4.59%, 30D -17.41%→-17.42%.
• TGT dropped sharply: RSI 63.2→47.9, price $164.44→$155.83, 7D +0.77%→-5.24%, 30D +11.33%→+1.19%.
• YUM fell newly into oversold: RSI 48.2→34.2, price $150.71→$140.87, 7D -2.03%→-6.53%, 30D -1.09%→-6.30%.
• HD deepened further into oversold: RSI 37.8→32.3, price $321.05→$308.74, 7D -2.77%→-3.83%, 30D -9.09%→-10.10%.
• LOW deepened further into oversold: RSI 41.2→33.8, price $204.45→$196.82, 7D -1.74%→-3.73%, 30D -7.04%→-8.87%.
• MCD's RSI eased further: RSI 34.3→31.2, price $255.69→$252.53, 7D -3.51%→-1.24%, 30D -6.68%→-8.40%.
• ANF continued cooling: RSI 71.2→63.7, price $149.67→$145.23, 7D +0.84%→-2.97%, 30D +36.75%→+29.40%.
• WMT held flat: RSI 45.7→47.0, price $107.14→$107.15, 7D +3.91%→+0.01%, 30D -4.63%→-7.64%.
• AS, LULU, NKE, SBUX, CMG, COST, DPZ, DECK, CROX, XRT, ONON all traded within a narrower range or matched the consumer-scan moves above, no new sharp break.

Golden-cross names (SHOP, SBUX, CMG, TGT, CROX, ANF, XRT) mean the 50-day average sits above the 200-day. Death-cross names (HD, LOW, AS, LULU, NKE, MCD, COST, WMT, TJX, DPZ, YUM, DECK, ONON) should have any bounce read as counter-trend until the cross itself flips — SHOP's crash and TJX's continuing capitulation both happened inside the golden-cross and death-cross groups respectively, a reminder the cross label alone doesn't predict which names break. On the long-horizon test: SBUX, TGT, CROX, and ANF all sit above their 200-day with strongly positive trailing-year returns — clean, intact trends even where this week was rough (TGT). SHOP is newly the mixed case — below its 200-day (-1.7%) but still holding a less-negative trailing year (-11.2%) than the structurally weak group, meaning its long trend is now genuinely being tested rather than clearly intact. HD, LOW, MCD, DECK, AS, NKE, ONON, and now YUM sit weak on both windows at once — the genuinely damaged group, largely unchanged in composition but deeper across the board. TJX remains the longest-running disconnect: three scans of deepening capitulation against a single three-week-old downgrade.

Capitulation (RSI<25): TJX (17.8) — deepening further for a third straight scan, now the board's lowest print of this stretch.

Oversold (25-40): XRT (41.0 borderline), SHOP (39.3), COST (35.5), CROX (36.3), AS (33.1), LOW (33.8), MCD (31.2), LULU (33.9), NKE (34.2), YUM (34.2), DECK (33.6), HD (32.3), ONON (32.3), SBUX (31.8), DPZ (34.8) — a much broader oversold group than last scan's eight; SBUX, DPZ, YUM, and SHOP are the new arrivals.

Neutral/Strong (40+): CMG (51.1), WMT (47.0), TGT (47.9), ANF (63.7, the board's sole overbought print).

• Tape data (price/RSI/SMA/returns/long-horizon): full-scan pre-computed summaries as of the 2026-09-11 close — retail.
• SHOP news receipt checked (latest, fetched 2026-09-11, fresh fetch but only generic finance-portal listing pages, no substantive article): no cause claimed for this week's -11.23% decline.
• TJX news receipt checked (latest, fetched 2026-08-28, three weeks stale relative to this session): still the Jefferies downgrade to Hold from Buy dated 2026-08-28; no fresher catalyst on file.
• TGT news receipt checked (latest, fetched 2026-08-25, before this week's window): still the Aug 19-20 Q2 beat-and-raise story; no cause claimed for this week's drop.