Reason: This cohort finally got real earnings behind its bounce, but the 200-day line has not moved. TJX reported comparable sales up 4% above plan and raised its annual profit forecast on September 22, adding 7.12% on the week — still -14.2% against its 200-day and -5.82% on the year. WMT (+2.82%) and Costco (+1.23%) both had dated print activity this week too, Walmart citing tariff-refund tailwinds; neither has reclaimed its 200-day. CASY (+1.41%) and YUM (+1.94%) drifted. Every name here remains below its 200-day with negative one-year alpha — earnings beats, not a trend change.

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

• TJX +7.12% on the week: its own pull (refreshed September 22) carries a dated release — comparable sales up 4% above plan, pretax profit margin 13.3% (up 1.9 points), adjusted EPS $1.22 (up 11% year over year), $1.3B returned to shareholders, and a raised annual profit forecast. Oversold inside a downtrend is not the same as oversold inside an uptrend: still -14.2% against its 200-day and -5.82% on the year at alpha -21.59.
• WMT +2.82% on the week: its pull (refreshed September 22) carries a dated release citing adjusted operating income up roughly 17% in constant currency, boosted about 750 basis points by tariff refunds, topping its guidance range and raising the full-year outlook. Still -6.8% against its 200-day; the year is +7.81% with alpha -7.96.
• COST +1.23% on the week: its pull (refreshed September 22) carries an item recapping fiscal fourth-quarter results (membership revenue $1.373B); the snippet does not give a clear net verdict on the print, so this is flagged as a dated item without an asserted direction. Still -5.8% against its 200-day and -4.12% on the year.
• YUM +1.94% on the week; its pull is stale since July 17 — no news pulled for this week's move.
• CASY +1.41% on the week; its pull (refreshed September 22) resurfaces the already-known September 8 earnings recap — no new dated cause this week.
• The shape holds: not one name here is a deep pullback in an intact trend. 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 — retail (Schwab).
• Prior edition (format and roster only): 2026-09-18-retail.
• News checks: latest, .../WMT/news/latest.json, .../COST/news/latest.json, .../CASY/news/latest.json (all pulled 2026-09-22), .../YUM/news/latest.json (pulled 2026-07-17, stale).