Crocs did it again — a second straight double-digit-adjacent week (+7.99%) on top of last week's +8.68% — while Starbucks kept sliding further under its 200-day average, now 4.3% below versus 2.5% a week ago. The board's RSI band drifted broadly upward even though price action stayed mixed: nine of sixteen names are still oversold, down from twelve last scan, but most of that is deceleration rather than repair. Lululemon posted its best week in this stretch at +6.56%, and Monster gave back a green week to fall -1.48%. The Fed's rate move and the group's negative trailing year are still the backdrop; nothing dated inside this week's window explains any single name's move.

Data as-of the 2026-09-23 close. Prior scan: the September 18 consumer scan (data as-of the 2026-09-18 close). The 7-day window here runs September 16 to September 23.

Crocs is now a two-scan story. It ran 8.68% last week and another 7.99% this week, taking the stock to $124.62 with RSI at 56.7 — still well inside neutral territory, not extended. The structure underneath remains the cleanest on this board: 18.3% above its 200-day average with a trailing year of +59.46% and 43.69 points of excess return over the market. No dated item in either week's news pull explains the move (the freshest CROX pull, fetched September 19, tops out at a September 18 stock-overview page); the prior scan's question — does a second green week make this a turn rather than noise — now has a tentative yes on price action alone.

Starbucks is the name working against the tape. RSI sits at 26.3, the lowest on the board, and the stock is now 4.3% below its 200-day average, widening from 2.5% under a week ago. The trailing year is still barely positive at +9.86%, but the excess return over the market is negative at -5.91 — the "deep pullback inside an intact trend" read the prior scan flagged as fading is now further gone. No fresh news pull covers this week; the Starbucks file on record is from September 11.

Lululemon had its best week of the stretch: RSI climbed from 36.4 to 43.0, price rose 4.3% to $102.28, and the 7-day change flipped from -0.92% to +6.56%. That does not repair the long trend — the stock remains 31.0% under its 200-day average with a -40.99% trailing year and -56.76 points of alpha — but it is the first clean up-week since the crash story began. Toast moved the other way, falling another 4.21% to RSI 32.9 while its 30-day window deepened to -18.80% from -15.42%; the stock is still parked almost exactly on its 200-day average, off by half a percent, unchanged from last scan's read on that line.

Monster gave back its green week, falling 1.48% to RSI 40.8 after posting +3.02% last scan, though its trend remains supported at 4.0% above the 200-day with a +36.20% trailing year. Chipotle's decline decelerated sharply — down only 2.88% this week versus -7.65% last week — but it is still 6.4% under its 200-day with a -17.57% trailing year. Domino's, Amer Sports, Nike and Deckers all posted small positive-to-flat weeks after last scan's declines, a broad deceleration rather than a repair: all four remain well under their 200-day averages (-17.3% to -27.6%) with negative trailing years and deeply negative alpha (-37% to -65%). Lionsgate Studios moved the most on the long-horizon measure without much price change: its 7-day change was a mild -1.41%, but it is now only 0.8% below its 200-day average, versus 3.9% below at the last scan, while its trailing year holds at a strong +66.92% with +51.14 points of alpha.

• CROX extended its reversal: RSI 53.5→56.7, price $122.24→$124.62, 7D +8.68%→+7.99%, 30D -2.78%→-0.97%.
• LULU had its best week of the stretch: RSI 36.4→43.0, price $98.06→$102.28, 7D -0.92%→+6.56%, 30D -17.91%→-16.70%.
• SBUX deepened further and crossed further under its 200-day: RSI 28.8→26.3, price $95.83→$94.14, 7D -2.95%→-3.29%, 30D -8.72%→-12.42%; distance to the 200-day widened from -2.5% to -4.3%.
• TOST kept sliding: RSI 31.5→32.9, price $29.74→$29.81, 7D -7.41%→-4.21%, 30D -15.42%→-18.80%.
• CMG's decline decelerated: RSI 38.2→35.6, price $33.43→$32.71, 7D -7.65%→-2.88%, 30D -3.55%→-13.97%.
• MNST reversed its green week: RSI 45.5→40.8, price $44.71→$43.91, 7D +3.02%→-1.48%, 30D -5.73%→-10.24%.
• DPZ's decline decelerated: RSI 31.7→33.6, price $294.20→$296.43, 7D -5.58%→-1.62%, 30D -12.58%→-15.07%.
• AS, NKE, DECK all turned flat-to-positive on the week after last scan's declines: AS 7D -4.77%→-0.85%, NKE 7D -3.51%→+0.75%, DECK 7D -3.49%→+0.81% — all three still well under their 200-day averages with negative trailing years.
• LION's distance to its 200-day narrowed sharply: from -3.9% to -0.8%, while RSI rose from 33.9 to 43.7 on a mildly negative week (-1.41%); trailing year holds at +66.92%.
• XLY, the sector fund, was little changed: RSI 38.0→38.4, 7D -1.71%→+0.43%, still 5.2% under its 200-day with a -6.99% trailing year.
• No entrants, no dropouts.

These are screen readings, not setups. The long-horizon fields separate what looks similar on RSI alone.

Three names carry a genuinely intact trend: CROX (18.3% over its 200-day, +59.46% year, +43.69 alpha), CRSR (68.6% over its 200-day, +52.60% year, +36.82 alpha, and still extending — its 30-day window is now +23.92%), and MNST (4.0% over its 200-day, +36.20% year). LION is close behind on structure — just 0.8% under its 200-day with a +66.92% year — but hasn't crossed the line yet. PYPL and XYZ sit above their 200-days (+3.9%, +7.1%) without a positive trailing year to match, the same cushion-without-record shape flagged last scan.

Two names sit right at the tipping point rather than clearly on one side: SBUX, now 4.3% under its 200-day with a barely positive year and negative alpha, and TOST, parked at -0.5% for a second straight scan. Everything else — AS, LULU, NKE, DECK, CMG, DPZ, HIMS and the sector fund XLY — is negative on both the 200-day distance and the trailing year at once. A rising RSI in that group this week is deceleration, not a discount reversing.

Capitulation (RSI below 25): None.

Oversold (RSI 25-40): SBUX (26.3), TOST (32.9), DPZ (33.6), DECK (35.5), CMG (35.6), AS (36.0), NKE (36.6), XYZ (36.9), XLY (38.4). Nine names, down from twelve last scan — CROX, LULU, NKE, AS and DECK climbed out, none newly joined.

Neutral/Strong (RSI 40 and up): PYPL (40.4), MNST (40.8), LULU (43.0), LION (43.7), HIMS (47.4), CROX (56.7), CRSR (60.9, the board's highest print).

Conditions, not advice.

• Does Crocs' second strong week convert last scan's "needs a second week" test into a confirmed turn?
• Does Starbucks find a floor, or does the gap to its 200-day keep widening?
• Is Lionsgate's approach toward its 200-day (-0.8%) enough to flip it into the intact-trend bucket next scan?

• Tape data (price, RSI, moving averages, returns, long-horizon): pre-computed summaries as of the 2026-09-23 close — consumer.
• Prior-scan comparison values: 2026-09-18-consumer-scan.
• News pulls checked and found to predate this week's window: SBUX (latest, fetched 2026-09-11), MNST (fetched 2026-08-07), LULU (fetched 2026-09-09), CMG (fetched 2026-07-31), TOST (fetched 2026-08-25), DPZ (fetched 2026-09-19, newest item 2026-09-18), NKE (fetched 2026-09-11), DECK (fetched 2026-07-25), AS (fetched 2026-09-18), HIMS (fetched 2026-09-18), CROX (fetched 2026-09-19, newest item 2026-09-18), XYZ (fetched 2026-04-29, marked failed/stale on a rate-limit error). No cause is claimed for any move on this board.