Toast crossed above its 200-day average for the first time in this stretch, and PayPal and Hims & Hers posted the board's two biggest weekly gains — but neither move has a dated cause on file. Chipotle went the other way, sliding further into oversold territory (RSI 35.6 to 30.1) rather than stabilizing. The oversold count held flat at nine of sixteen, but the roster underneath it rotated: Amer Sports and Block climbed out into neutral while Monster and Lionsgate Studios slipped in. Starbucks bounced off its lowest RSI print of the stretch, though it remains the board's most damaged name on the long-horizon measures.

Data as-of the 2026-09-25 close. Prior scan: the September 23 consumer scan (data as-of the 2026-09-23 close). This edition covers a short, two-trading-day window — Wednesday's close to Friday's — rather than a full week.

Toast is the structural story this scan. Its distance to its 200-day average flipped from parked almost exactly on the line (-0.5% at the last close) to 2.3% above it, while RSI climbed from 32.9 to 39.8 on a 7-day change of +2.89%. That crosses a real threshold — the first time this name has traded above its 200-day in this stretch — though its trailing year is still negative at -16.96%, so this reads as a genuine but early structural change, not a repaired trend. No dated news covers the move; the last pull on file is from August 25.

PayPal and Hims & Hers posted the board's two biggest weekly gains without a receipt behind either one. PayPal's RSI jumped from 40.4 to 52.0 — the largest RSI move on this board — on a 5.02% weekly gain that pushed the stock to $55.04 and widened its cushion above the 200-day to 9.1%. Its trailing year is still negative at -17.53%, so this is a cushion without a matching record, the same shape flagged in the prior scan. Hims & Hers rose 5.11% to $29.42, crossing further into neutral RSI territory (51.3), though its news file has been stale since September 18 and its trailing year remains deeply negative at -46.38%.

Chipotle moved the opposite direction from most of the board. RSI fell from 35.6 to 30.1 — its lowest print in this stretch — on a 7-day decline of -6.28%, and it is now 10.3% below its 200-day average with a -20.34% trailing year. The company's own news file has been stale since July 31; nothing dated inside this week's window explains the slide. Starbucks, by contrast, bounced off its own lowest RSI print: from 26.3 to 31.6, with price essentially flat ($94.14 to $94.86). It remains the name furthest under a different kind of test — its trailing year is barely positive at +13.16% with negative alpha (-4.06), and its 200-day cushion, at -3.7%, is only modestly narrower than before.

Crocs kept extending: RSI rose from 56.7 to 58.5, and its 30-day window turned decisively positive at +2.02% after sitting negative for the entire prior stretch. It remains the board's cleanest long-horizon structure — 19.4% over its 200-day with a +64.57% trailing year — and still has no dated cause on file for any of its recent strength. Carvana's parent... no such name here — Coursair (CRSR) extended again too, RSI 60.9 to 62.3, still the board's highest print, though its 30-day window moderated from +23.92% to +15.37%. Lionsgate Studios crossed the other way on RSI (43.7 to 39.6, dropping into the oversold band) even as its price ticked up +1.02% on the week — a small divergence worth watching rather than acting on. Monster gave back further ground, RSI 40.8 to 37.9, also crossing into oversold for the first time this stretch, even though its 200-day cushion (+2.0%) and trailing year (+33.47%) remain positive.

• TOST crossed above its 200-day average for the first time this stretch: distance moved from roughly flat (-0.5%) to +2.3%; RSI 32.9→39.8, price $29.81→$30.60, 7D -4.21%→+2.89%.
• PYPL had the board's largest RSI move: RSI 40.4→52.0, price $52.51→$55.04, 7D -0.38%→+5.02%, 30D -14.87%→-10.95%.
• HIMS extended: RSI 47.4→51.3, price $28.39→$29.42, 7D +1.39%→+5.11%, 30D -8.66%→-1.37%.
• CMG deepened into oversold: RSI 35.6→30.1, price $32.71→$31.33, 7D -2.88%→-6.28%, 30D -13.97%→-16.10%.
• SBUX bounced off its lowest print: RSI 26.3→31.6, price $94.14→$94.86, 7D -3.29%→-1.01%.
• MNST crossed into oversold: RSI 40.8→37.9, price $43.91→$43.11, 7D -1.48%→-3.58%.
• LION crossed into oversold on a mildly positive week: RSI 43.7→39.6, price $11.15→$10.85, 7D -1.41%→+1.02%.
• AS and XYZ both climbed out of oversold into neutral: AS RSI 36.0→42.7, 7D -0.85%→+3.89%; XYZ RSI 36.9→43.0, 7D -2.54%→+0.18%.
• CROX extended: RSI 56.7→58.5, price $124.62→$126.14, 30D -0.97%→+2.02% (its first positive 30-day window this stretch).
• CRSR extended: RSI 60.9→62.3, price $13.52→$13.66, 30D moderated from +23.92% to +15.37%.
• DPZ's slide held nearly flat: RSI 33.6→31.8, 7D -1.62%→-0.70%, 30D -15.07%→-15.21%.
• NKE, DECK, LULU moved within a narrow band; no new break for any of the three.
• No entrants, no dropouts.

These are screen readings, not setups. The long-horizon fields — distance to the 200-day and the trailing year — separate names that look similar on RSI alone.

Two names carry an unambiguously intact trend: CROX (19.4% over its 200-day, +64.57% trailing year, +47.35 alpha) and CRSR (68.9% over its 200-day, +62.81% year, +45.6 alpha, still extending). LION sits just under the line at -3.8% to its 200-day but carries a +55.67% trailing year — the closest name to crossing into that bucket. MNST is a thinner version of the same shape: +2.0% over its 200-day with a +33.47% year, though it just crossed into oversold on RSI. XYZ and PYPL both sit above their 200-days (+9.4%, +9.1%) without a matching trailing-year record (+3.72%, -17.53%) — a cushion without a record, same framing as last scan.

TOST is now the name to watch most closely: it just crossed to +2.3% over its 200-day, but its trailing year is still -16.96%, so the structural change is real but the record underneath it isn't there yet. SBUX sits at the opposite tipping point — a barely positive trailing year (+13.16%) from 3.7% under its 200-day, with alpha still negative. Everything else on this board — 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 is deceleration, not a discount reversing.

Capitulation (RSI below 25): None.

Oversold (RSI 25-40): CMG (30.1), SBUX (31.6), DPZ (31.8), NKE (35.0), DECK (35.8), MNST (37.9), XLY (38.7), LION (39.6), TOST (39.8). Nine names, same count as last scan, but a different roster — AS and XYZ climbed out into neutral, while MNST and LION dropped in.

Neutral/Strong (RSI 40 and up): AS (42.7), XYZ (43.0), LULU (41.9), PYPL (52.0), HIMS (51.3), CROX (58.5), CRSR (62.3, the board's highest print).

Conditions, not advice.

• Does Toast's new position above its 200-day hold into the next scan, or was this a brief cross?
• Does Chipotle's slide toward capitulation continue, or does it find a floor near RSI 30?
• What explains PayPal's and Hims & Hers' unexplained strength this window?

• Tape data (price, RSI, moving averages, returns, long-horizon): pre-computed summaries as of the 2026-09-25 close — consumer.
• Prior-scan comparison values: 2026-09-23-consumer-scan.
• News pulls checked and found to predate or fall outside this window: SBUX (latest, fetched 2026-09-25 but newest substantive item dated August 18), CMG (fetched 2026-07-31), DPZ (fetched 2026-09-19), HIMS (fetched 2026-09-18), NKE (fetched 2026-09-11), LULU (fetched 2026-09-09), AS (fetched 2026-09-18), DECK (fetched 2026-07-25), CROX (fetched 2026-09-19), PYPL (fetched 2026-08-28), MNST (fetched 2026-08-07), TOST (fetched 2026-08-25), LION (fetched 2026-06-21, no ok/stale flag on file), XYZ (fetched 2026-04-29, marked failed/stale on a rate-limit error). No cause is claimed for any move on this board.