Reason: Consumer is weak. $NKE fell on Friday, October 2 the day after its fiscal-quarter print on October 1 (EPS $0.48 vs $0.44 consensus, a beat per the desk's prints digest); the reaction cause beyond that is not on file. $NKE and $HIMS carry year-long declines of about half; $SBUX sits below its 200-day; $CROX is the only name with a positive year.

Price/RSI Table

As of 2026-10-02. 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 2026-09-25

• NKE: EPS beat on October 1 but the stock fell the next session; below its 200-day with RSI under 30.
• HIMS: just above its 200-day, year deeply negative with negative alpha.
• SBUX: slipped under its 200-day; not a dip with a negative alpha.
• Roster unchanged since September 25: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-02 desk date, summaries (Schwab).
• Prior edition (format and roster only): 2026-09-25-consumer.
• Event checks: research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests under research/issues/; news receipts under stocks/news/latest.json` (memory names pulled 2026-10-01, before the October 2 move).