Crocs was the only name on this board that worked: +8.68% on the week, RSI back to 53.5 from 36.3, and a 30-day loss cut from -13.88% to -2.78%. Everything else kept bleeding — Chipotle posted the worst week (-7.65%) after two months of no news pulls, Toast fell -7.41%, and Starbucks slid to RSI 28.8, the lowest print on this board. The Fed raised rates a quarter point on Wednesday and oil is still up 17.5% on the month; the discretionary sector fund itself now sits 5.0% under its 200-day average with a -7.66% trailing year. This is the one board in this batch where the long trend, not just the week, is broken.

Data as-of the 2026-09-18 close. Prior scan: 2026-09-11-consumer-scan (data as-of the 2026-09-11 close). The 7-day window runs 2026-09-11 to 2026-09-18, so the comparisons below line up exactly with that scan.

Crocs broke ranks. Price rose from $112.48 to $122.24, the week added 8.68%, and RSI jumped from 36.3 to 53.5 — the single biggest positive swing on this board in either direction. Its own news pull is a week old (September 11) and its last substantive item is the July 30 record second quarter with raised full-year guidance; nothing dated inside this week explains the move, so call the move real and the cause unestablished. The structure underneath is the cleanest read on the board after Corsair: 16.7% above the 200-day average with a +52.12% trailing year.

Chipotle had the worst week on the board at -7.65%, taking RSI from 51.1 to 38.2 and flipping the 30-day window from +10.91% to -3.55%. There is one dated item inside the window: Semafor reported on September 15 that the company is adding KFC's former chief executive to its board, framed as getting ahead of a potential activist problem. That is a governance event, not a trading catalyst, and the company's own news pull is from July 31 — so treat the week's decline as unexplained by anything on file. Chipotle is 4.4% under its 200-day with a -16.03% trailing year; this is deterioration on both clocks.

Starbucks is now the lowest RSI on the board at 28.8, down from 31.8, on a calmer week (-2.95% versus -5.48%). Its 200-day cushion, which was a positive 0.8% at the last scan, has gone negative at -2.5%. The trailing year is still positive at +14.88% but the excess return over the market is now flat. That is the exact point where "deep pullback in an intact trend" stops being the right description and the long trend goes under test — the 200-day is the line to watch. CNBC's September 16 afternoon update named Starbucks among the day's movers in its headline, but the captured item carries the headline only, with no detail behind it — so there is a dated mention on file and still no established cause.

Toast fell -7.41% and dropped to RSI 31.5, with its 30-day window deepening to -15.42% from -5.70%; its pull dates to August 25 and stops at the August 5 second-quarter report, so nothing on file covers this week. Domino's fell another -5.58% and Amer Sports -4.77%, both extending declines flagged in the last two scans. Lululemon, the crash story of early September, is now the quietest name on the board at -0.92% for the week, with RSI actually rising from 33.9 to 36.4 — although Bloomberg reported on September 11 that BMO Capital Markets had initiated coverage at underperform, seeing more pain ahead after an 81% rout. The 30-day window (-17.91%) and the -34.4% gap to its 200-day both say the damage is still there.

The one genuinely healthy structure is Corsair: RSI 60.2, 15.6% above its 50-day and 69.1% above its 200-day, with the 30-day window at +17.89% and a +53.97% trailing year. It eased -1.18% this week without breaking anything.

Numbers for 09-18 come from this scan's price table; numbers for 09-11 come from the September 11 consumer scan.

• CROX reversed hard: RSI 36.3→53.5, price $112.48→$122.24, 7D -4.30%→+8.68%, 30D -13.88%→-2.78%.
• CMG posted the board's worst week: RSI 51.1→38.2, price $36.20→$33.43, 7D -2.06%→-7.65%, 30D +10.91%→-3.55%.
• TOST deepened: RSI 39.1→31.5, price $32.12→$29.74, 7D -5.39%→-7.41%, 30D -5.70%→-15.42%.
• SBUX fell to the board's lowest RSI: 31.8→28.8, price $98.74→$95.83, 7D -5.48%→-2.95%, 30D -8.99%→-8.72%.
• MNST recovered: RSI 34.7→45.5, price $43.40→$44.71, 7D -0.96%→+3.02%, 30D -5.61%→-5.73%.
• DPZ kept sliding: RSI 34.8→31.7, price $311.60→$294.20, 7D -8.64%→-5.58%, 30D -11.91%→-12.58%.
• CRSR eased off its extension: RSI 64.5→60.2, price $13.54→$13.38, 7D +6.45%→-1.18%, 30D +4.80%→+17.89%.
• LULU stabilized further: RSI 33.9→36.4, price $98.97→$98.06, 7D -1.63%→-0.92%, 30D -18.12%→-17.91%.
• AS, NKE, DECK, PYPL, XYZ, XLY, HIMS all traded within a narrower range; no new break, every 30-day window still negative.
• New on the board: LION (Lionsgate Studios, added to the consumer list September 12) enters at RSI 33.9, $10.74, 7D -4.70%, 30D -7.25%.

This board's numbers are raw screen evidence — price, momentum and distance from moving averages — not setups. What turns a low RSI into a setup is the long trend underneath it, and that is where this group separates.

Three names carry an intact long trend: CRSR (69.1% above its 200-day, +53.97% year), CROX (+16.7%, +52.12%) and MNST (+6.2%, +38.34%). Two are marginal — XYZ sits 9.8% above its 200-day but its year is flat at -1.41%, and PYPL is 3.4% above with a -23.51% year, so the cushion exists without the record behind it. LION is the odd one: 3.9% under its 200-day but with a +50.21% trailing year and strong excess return, meaning a hard recent drawdown inside a year that worked.

Everything else is weak on both clocks at once: AS, LULU, NKE, DPZ, DECK, CMG, TOST, and the sector fund XLY itself, which is 5.0% under its 200-day with a -7.66% year. SBUX crossed from the first group to the third this week. A low RSI inside that second group is not a discount — it is a trend that is still going the wrong way. The macro context is on the record: CNBC reported on September 16 that rising oil prices and Treasury yields were hitting households for an estimated $1,700 a year, and the Fed raised rates the same day. No individual move on this board has been tied to that by any receipt here.

Capitulation (RSI below 25): None.

Oversold (RSI 25-40): SBUX (28.8), TOST (31.5), DPZ (31.7), NKE (32.2), AS (32.7), DECK (33.2), LION (33.9), LULU (36.4), XLY (38.0), CMG (38.2), XYZ (39.1), PYPL (39.4). Twelve of sixteen names — wider than last scan's ten, with CMG and the new entrant LION joining and nobody leaving.

Neutral/Strong (RSI 40 and up): HIMS (45.6), MNST (45.5), CROX (53.5), CRSR (60.2, the board's highest print).

Conditions, not advice. Each row states what would have to be true, not what to do.

• Does Crocs' reversal have a cause, or is it positioning into quarterly expiry?
• Does Starbucks hold the 200-day that it lost this week?
• Is the new entrant LION's +50.21% trailing year a durable trend or a single re-rate already fading?

• Tape data (price, RSI, moving averages, returns, long-horizon): full-scan pre-computed summaries as of the 2026-09-18 close — consumer.
• Prior-scan comparison values: 2026-09-11-consumer-scan.
• Chipotle board addition, September 15 — 2026-09-15-semafor-chipotle-tries-to-get-ahead-of-a-potential-activist-problem-activist-problem.
• Lululemon initiated at underperform by BMO Capital Markets, September 11 — 2026-09-11-bloomberg-lululemon-s-newest-bear-sees-more-pain-ahead-after-81-rout-tl3uktkgcthl00.
• Household cost of oil and rates, September 16 — 2026-09-16-cnbc-consumers-hit-by-one-two-punch-of-oil-and-rates-from-iran-wa-108363233.
• Federal Reserve quarter-point increase, September 16, in a headline that also names Starbucks among the day's movers with no detail behind it — 2026-09-16-cnbc-fed-delivers-its-first-hike-in-3-years-plus-what-s-moving-st-108363844.
• News pulls checked and found to predate this week's window: CMG (latest, fetched 2026-07-31), TOST (fetched 2026-08-25), DPZ (fetched 2026-06-21), LION (fetched 2026-06-21), CROX (fetched 2026-09-11). No cause is claimed for any of their moves.
• Oil and sector-fund context: market-pulse as of the 2026-09-18 close.
• LION watchlist addition dated 2026-09-12 — CHANGELOG.