CROX — candidate.roundup

Update

CROX — candidate.roundup

Reason: CROX is still the one clean structure — +3.19% on the week, +64.57% on the year, +19.4% against its 200-day. SBUX's oversold read eased a touch (RSI 31.6, up from 26.3) but the stock is still down on the week (-1.01%) with its next quarterly print now two days out (September 27, still scheduled, not yet reported). HIMS ticked up 5.11% and pushed its cushion above the 200-day to +6% (from +1.9%), but the year (-46.38%) and the alpha (-63.6) have barely moved. NKE remains the structural break, essentially flat on the week (+0.68%) and still -48.37% on the year. Roster unchanged.

Price/RSI Table

Stock Price 7D 30D 52wkHi 1Y vs 200-day RSI Status Action
HIMS $29.42 +5.11% -1.37% -54.95% -46.38% +6% 51.3 🟡 Trend under test 🔍 Watch
CROX $126.14 +3.19% +2.02% -10.72% +64.57% +19.4% 58.5 🟢 Pullback in trend 📈 Accumulate
NKE $35.75 +0.68% -7.36% -53.55% -48.37% -27.8% 35 🔴 Broken trend ❌ Don't buy
SBUX $94.86 -1.01% -12.56% -14.16% +13.16% -3.7% 31.6 🟡 Oversold, below 200-day 🔍 Watch

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 2026-09-23

  • HIMS: +5.11% week, cushion above its 200-day widened to +6% from +1.9%; still -54.95% off its high and -46.38% on the year. The securities class-action story flagged September 17 remains the only dated item on file; its pull is stale since September 18.
  • CROX: +3.19% week, +2.02% month, +19.4% against its 200-day, +64.57% year. No new dated cause — its pull is stale since September 19.
  • NKE: +0.68% week (essentially flat), -7.36% month, -48.37% year, -27.8% against its 200-day — the cohort's genuine breakdown continues. Its pull remains stale since September 11.
  • SBUX: RSI moved from 26.3 to 31.6, -1.01% week, -12.56% month, -3.7% against its 200-day (little changed from -4.3%). Its pull (refreshed September 25) returns only older items (a CEO insider sale, a cafe-makeover plan, the August 7 earnings beat) — no new dated cause for this week. The scheduled September 27 print is now two days away.
  • Roster unchanged since September 23: 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 2026-09-25 close — consumer (Schwab).
  • Prior edition (format and roster only): 2026-09-23-consumer.
  • News checks: latest (pulled 2026-09-25), .../CROX/news/latest.json (pulled 2026-09-19), .../HIMS/news/latest.json (pulled 2026-09-18), .../NKE/news/latest.json (pulled 2026-09-11, stale).
10 events
DateTypeEvent
Sep 25 ScanConsumer Scan — September 25, 2026 Close Sep 25 ScanCultural Thesis Scan Sep 23 UpdateCROX — candidate.roundup Sep 23 ScanConsumer Scan — September 23, 2026 Close Sep 23 ScanCultural Thesis Scan Sep 18 UpdateCROX — candidate.roundup Oct 2 UpdateHIMS — candidate.roundup Oct 2 ScanConsumer Scan — October 2, 2026 Close Sep 18 ScanCultural Thesis Scan Oct 2 ScanCultural Thesis Scan

No direct external sources are attached to this read.