Consumer Scan — October 2, 2026 Close
Consumer Scan — October 2, 2026 Close
Consumer names mostly gave ground this week — 11 of 16 fell over seven days — and Nike's post-earnings drop plus a -6.75% week for Lululemon dragged the athletic group; the bright spots were Chipotle (+3.29%), Lion (+2.86%) and Corsair (+0.95%, the only name here with RSI above 60). Corsair is also the one clear intact uptrend: +66.9% versus its 200-day average and +73.02% over the year.
Data as-of the 2026-10-02 close (settled, Friday). The prior scan was the September 25 edition; the seven-day column below runs from that close to this one, so it is the change since the last scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Soft week: 5 up, 11 down, and only 6 of 16 names sit above their 200-day average. Weakness is concentrated in athletic and restaurant names; no RSI washout beyond Nike (RSI 28.2). |
| Leaders | CMG (+3.29%), LION (+2.86%), DPZ (+1.88%) |
| Laggards | LULU (-6.75%), CROX (-6.38%), NKE (-5.26%) |
| Caveat | Price and RSI come from the desk's pre-computed summaries only. Company-specific causes are named only where a dated capture exists; every other move is left as cause unknown. |
What's Going On
Nike is the cleanest story: it reported after the close on October 1, and CNBC's headline that day was that shares dropped on disappointing sales with layoffs tied to a restructuring (the earnings record shows an EPS beat, $0.48 versus $0.44 expected). On October 2 the stock closed at $33.87, -3.64% on the day, RSI 28.2, and -56.00% from its 52-week high; the trailing year is -54.58% with the stock 30.5% below its 200-day average. That is a long trend broken, not a pullback in an intact trend.
Lululemon fell -6.75% on the week to $94.46 (RSI 34, 1Y -46.99%, -34.8% versus its 200-day). Crocs fell -6.38% but remains in a different state — 10.9% above its 200-day with a +37.00% trailing year — so that is a pullback in an intact trend. No dated company-specific item explains either Lululemon or Crocs this week: cause unknown (news pulled 2026-10-03 for both, no item on the move, only old second-quarter releases; stock-events and the October 1-2 captures show nothing on them).
On the other side, Chipotle bounced +3.29% but is still -15.99% over 30 days and -24.43% below its high; Domino's (-14.15% over 30 days) is the same restaurant group coming off deep 30-day declines. Corsair is the leader on trend: RSI 62.4, 30-day +13.97%, -7.94% from its 52-week high.
What Changed Since Prior Scan
Since the September 25 scan: 5 names up, 11 down. Biggest decliners were LULU, CROX, NKE; biggest gainers CMG, LION, DPZ. Names with RSI under 30: NKE.
How To Read The Board
This is a price-and-momentum screen: it shows where each name sits on the tape, not why. RSI below 30 is a washout, 70 and above is extended. The long-trend columns matter more than the week: a name above its 200-day average with a positive trailing year is in an intact trend however ugly its week; a name below it with a negative trailing year is the one actually under test. Status icons follow that rule, and no insider or fundamentals data is included here.
Price Table
As of 2026-10-02.
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D | 30D | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| CMG | 32.36 | 38.9 | 33.85 | -4.4 | 3.29 | -15.99 | -19.64 | -7.2 | 🟡 Below long trend |
| LION | 11.16 | 45.9 | 11.18 | -0.2 | 2.86 | -0.09 | 71.43 | -1.7 | 🟡 Pullback |
| DPZ | 297.62 | 39.4 | 305.78 | -2.7 | 1.88 | -14.15 | -30.99 | -15.9 | 🟡 Below long trend |
| CRSR | 13.79 | 62.4 | 13.29 | 3.8 | 0.95 | 13.97 | 73.02 | 66.9 | 🟢 Healthy |
| DECK | 79.12 | 40 | 79.64 | -0.7 | 0.57 | -5.54 | -23.78 | -21.9 | 🟡 Below long trend |
| SBUX | 94.71 | 35 | 96.84 | -2.2 | -0.16 | -11.25 | 9.21 | -4.1 | 🟡 Pullback |
| MNST | 42.94 | 42.9 | 43.36 | -1 | -0.39 | -3.33 | 27.08 | 1.3 | 🟡 Pullback |
| XLY | 110.04 | 40.9 | 111.23 | -1.1 | -0.47 | -4.2 | -8.07 | -5.4 | 🟡 Below long trend |
| HIMS | 29 | 49.5 | 28.59 | 1.5 | -1.43 | 1.12 | -49.89 | 5.3 | 🟡 Pullback |
| AS | 27.17 | 40 | 27.44 | -1 | -2.16 | -4.87 | -22.79 | -21.5 | 🟡 Below long trend |
| TOST | 29.79 | 39 | 30.96 | -3.8 | -2.65 | -12.49 | -17.55 | 0 | 🟡 Pullback |
| XYZ | 74.33 | 40.5 | 77.01 | -3.5 | -2.73 | -9.86 | -3.23 | 6 | 🟡 Pullback |
| PYPL | 52.8 | 43.8 | 53.27 | -0.9 | -4.07 | -3.42 | -23.4 | 5.1 | 🟡 Pullback |
| NKE | 33.87 | 28.2 | 36.24 | -6.5 | -5.26 | -11.43 | -54.58 | -30.5 | 🟢 Oversold |
| CROX | 118.09 | 45.2 | 118.5 | -0.3 | -6.38 | 1.99 | 37 | 10.9 | 🟡 Pullback |
| LULU | 94.46 | 34 | 99.28 | -4.9 | -6.75 | -21.33 | -46.99 | -34.8 | 🔴 Long trend broken |
Tier Analysis
Capitulation (RSI under 25)
No names in this tier.
Oversold / weak (RSI 25-40)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| NKE | 28.2 | -54.58 | -30.5 | Long trend broken |
| LULU | 34 | -46.99 | -34.8 | Long trend broken |
| SBUX | 35 | 9.21 | -4.1 | Mixed long trend |
| CMG | 38.9 | -19.64 | -7.2 | Long trend broken |
| TOST | 39 | -17.55 | 0 | Mixed long trend |
| DPZ | 39.4 | -30.99 | -15.9 | Long trend broken |
Neutral to strong (RSI 40+)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| AS | 40 | -22.79 | -21.5 | Long trend broken |
| DECK | 40 | -23.78 | -21.9 | Long trend broken |
| XYZ | 40.5 | -3.23 | 6 | Mixed long trend |
| XLY | 40.9 | -8.07 | -5.4 | Long trend broken |
| MNST | 42.9 | 27.08 | 1.3 | Intact long trend, pullback |
| PYPL | 43.8 | -23.4 | 5.1 | Mixed long trend |
| CROX | 45.2 | 37 | 10.9 | Intact long trend, pullback |
| LION | 45.9 | 71.43 | -1.7 | Mixed long trend |
| HIMS | 49.5 | -49.89 | 5.3 | Mixed long trend |
| CRSR | 62.4 | 73.02 | 66.9 | Intact long trend, pullback |
Entry Zones
No price targets are set here; the reference levels are the 20-day and 50-day averages and the 52-week high gap, all from the summaries.
| Stock | SMA20 | SMA50 | From 52wk high | Thesis |
|---|---|---|---|---|
| CMG | 33.85 | 34.68 | -24.43 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| LION | 11.18 | 11.77 | -33.17 | Mixed; wait for a base |
| DPZ | 305.78 | 331.05 | -32.72 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| CRSR | 13.29 | 12.34 | -7.94 | Trend intact; a flag entry needs the pullback to hold above the 50-day |
| DECK | 79.64 | 87.79 | -35.3 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| SBUX | 96.84 | 102.3 | -14.3 | Mixed; wait for a base |
| MNST | 43.36 | 45.48 | -14.41 | Trend intact; a flag entry needs the pullback to hold above the 50-day |
| XLY | 111.23 | 114.39 | -11.98 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| HIMS | 28.59 | 29.29 | -55.59 | Mixed; wait for a base |
| AS | 27.44 | 31.01 | -36.46 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| TOST | 30.96 | 32.94 | -25.02 | Mixed; wait for a base |
| XYZ | 77.01 | 79.66 | -14.48 | Mixed; wait for a base |
| PYPL | 53.27 | 56.51 | -33.35 | Mixed; wait for a base |
| NKE | 36.24 | 38.95 | -56 | Trend under test; needs a reclaim of the 200-day before it is an entry |
| CROX | 118.5 | 124.45 | -16.41 | Trend intact; a flag entry needs the pullback to hold above the 50-day |
| LULU | 99.28 | 111.93 | -58.2 | Trend under test; needs a reclaim of the 200-day before it is an entry |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| CMG | 🟡 Below long trend | ⚠️ Caution | No company-specific receipt; cause unknown. |
| LION | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| DPZ | 🟡 Below long trend | ⚠️ Caution | No company-specific receipt; cause unknown. |
| CRSR | 🟢 Healthy | 🔒 Hold | Strongest trend on the board; no company-specific receipt for the week. |
| DECK | 🟡 Below long trend | ⚠️ Caution | No company-specific receipt; cause unknown. |
| SBUX | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| MNST | 🟡 Pullback | 📈 Accumulate on flag | No company-specific receipt; cause unknown. |
| XLY | 🟡 Below long trend | ⚠️ Caution | No company-specific receipt; cause unknown. |
| HIMS | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| AS | 🟡 Below long trend | ⚠️ Caution | No company-specific receipt; cause unknown. |
| TOST | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| XYZ | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| PYPL | 🟡 Pullback | 🔍 Watch | No company-specific receipt; cause unknown. |
| NKE | 🟢 Oversold | 🔍 Watch (washout, trend broken) | Reported Oct 1 after the close; CNBC capture (Oct 1): shares dropped on disappointing sales and layoffs announced with restructuring. Earnings record: EPS beat. Down on the day in the 2026-10-02 summary. |
| CROX | 🟡 Pullback | 📈 Accumulate on flag | No company-specific receipt; cause unknown. |
| LULU | 🔴 Long trend broken | ⚠️ Caution | No company-specific receipt; cause unknown. |
What To Watch Next
| Watch | Why it matters |
|---|---|
| Whether LULU stabilises | Weakest seven-day move on the board (-6.75%), RSI 34, -34.8% versus its 200-day average. |
| Whether CMG extends | Strongest seven-day move (+3.29%), RSI 38.9. |
| Washout names: NKE | RSI under 30; a base needs a reclaim of the 20-day average first, and trailing-year trend decides whether it is a flag or a falling knife. |
Sources
- Tape data (price, RSI, averages, returns, long-horizon fields): pre-computed summary, 2026-10-02 close — consumer.
- Nike first-quarter fiscal 2027 print — CNBC, "Nike shares drop as retailer posts disappointing sales, announces layoffs as part of restructuring" (https://www.cnbc.com/2026/10/01/nike-nke-q1-2027-earnings.html), 2026-10-01-cnbc-nike-shares-drop-as-retailer-posts-disappointing-sales-annou-108370277; earnings record 2026-10-01-nke-earnings.
- News check for names whose moves are called cause unknown: AS fetched 2026-09-18; LULU re-pulled 2026-10-03; NKE re-pulled 2026-10-03; SBUX fetched 2026-09-30; CMG fetched 2026-07-31; DPZ fetched 2026-09-19; HIMS fetched 2026-09-18; DECK fetched 2026-07-25; CROX re-pulled 2026-10-03; PYPL fetched 2026-09-25; XYZ fetched 2026-10-01; CRSR fetched 2026-08-08; XLY fetched 2026-10-01; MNST fetched 2026-08-07; TOST fetched 2026-08-25; LION fetched 2026-09-30. Every pull returned zero dated items; "no items" in a pull is not proof of no cause.
research/stock-events/checked for 2026-10-01 and 2026-10-02: only the Nike earnings record applies to this universe (NKE; other 10-01 events are ACN and VYLR, not on these boards). Capture articles for 2026-10-01 and 2026-10-02 were searched by company name; only the Nike CNBC item matched, and a re-check on 2026-10-03, after the October 2 article and X captures landed, found nothing on these names.
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