Reason: CROX is still the one working name: +7.99% on the week, +59.46% on the year, +18.3% against its 200-day, even with the month flat (-0.97%). SBUX is now the group's deepest oversold read at RSI 26.3, down another 3.29% on the week; the year is still positive (+9.86%) but the alpha has turned negative (-5.91), and its next quarterly print is on the calendar for September 27. HIMS ticked up 1.39% and has barely reclaimed its 200-day (+1.9%), but the year (-49.3%) and the alpha (-65.08) have not moved. NKE remains the structural break: -27.6% against its 200-day, -49.18% on the year. Roster unchanged.

Price/RSI Table

Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-18

• CROX +7.99% on the week against a flat month (-0.97%); +18.3% against its 200-day, +59.46% on the year, -11.79% off its high. No new dated cause — its pull (refreshed September 18-19) returns aggregator pages only, with the last real catalyst still the summer earnings beat.
• SBUX is now the group's most oversold name at RSI 26.3, down 3.29% on the week and 12.42% on the month, -4.3% against its 200-day; the year has slipped to +9.86% at alpha -5.91. Its pull is stale since September 11 — no news pulled for this week's slide. A quarterly print is scheduled for September 27, still ahead, not yet reported.
• HIMS +1.39% on the week and barely back above its 200-day (+1.9%, up from sitting exactly on the line two weeks ago); still -56.52% off its high and -49.3% on the year. The securities class-action story flagged September 17 remains the only dated item on file; its pull (refreshed September 18) adds nothing new.
• NKE is the cohort's genuine breakdown: +0.75% week (essentially flat), -11.53% month, -49.18% year, -27.6% against its 200-day. Its pull is stale since September 11 — no news pulled for this week's move.
• Roster unchanged: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-23 close — consumer (Schwab).
• Prior edition (format and roster only): 2026-09-18-consumer.
• News checks: latest and .../CROX/news/latest.json (pulled 2026-09-18/19), .../SBUX/news/latest.json and .../NKE/news/latest.json (both pulled 2026-09-11, stale).