Nike is the day's weak point: the stock moved -3.64% to RSI 28.2 after reporting quarterly results on October 1 (the desk's earnings file records a per-share beat; a CNBC capture the same day headlines a share drop on disappointing sales). Five of eight names closed red, six of eight are below their 200-day, and seven of eight have negative trailing-year alpha; Crocs is the only name that passes, although it has moved -6.38% on the week. Tesla is the exception on the day: +4.65% with its thesis rated intact, though it remains 5.7% under its 200-day.

Numbers are the settled October 2 close for all 8 names (Friday), one week after the September 25 scan. All eight names have full 200-day and trailing-year data. Comparison baseline is the September 25 scan.

Nike's print is the dated event. The stock-event file records quarterly results reported after the close on October 1 with an earnings-per-share beat against consensus (actual 0.48 versus 0.44 estimated); a CNBC article captured the same day carries the headline that shares dropped as sales disappointed. On Friday Nike moved -3.64%, taking RSI to 28.2, 30.5% under its 200-day with a -54.58% trailing year and alpha -69.59. The read is a beat on earnings and, per the CNBC headline, a disappointment on sales, landing on an already broken chart.

BellRing Brands remains the worst name on every window: RSI 22.9, 50.9% under its 200-day, -79.28% on the trailing year, -79.46% from its high, and its thesis is rated broken. It rose 0.41% on the day, which changes nothing. Lululemon (34.8% under its line, 30-day change -21.33%) and Domino's (-15.9%, 30-day change -14.15%) are the same shape at less severe levels, and Starbucks sits 4.1% under with RSI 35.

Crocs is the one name that passes, but it is cooling: RSI 45.2 (it was 58.5 on September 25) with a 7-day change of -6.38%, still 10.9% above its 200-day and a 37% year. A pullback inside an intact trend for now. Hims & Hers is above its 200-day by 5.3% after the September 23 crash flagged in earlier scans, but its trailing year is -49.89% with alpha -64.89, so the above-the-line reading is a recovery from a large drawdown (-55.59% from its high), not an uptrend.

Tesla rose 4.65% and sits at RSI 55, still 5.7% under its 200-day with a trailing year of -15% and alpha -30.01. The desk rates its thesis intact; the chart rates it a downtrend under test. MarketWatch (October 2) reported that Tesla sold far more EVs in the quarter than Wall Street expected, and the stock rose on it.

• Names under their 200-day: six today (BRBR, NKE, LULU, SBUX, DPZ, TSLA); Hims and Crocs are the two above.
• Positive alpha: one (Crocs, 21.99), unchanged.
• RSI below 30: BellRing and Nike now; on September 25 BellRing was at 25.8 and Nike at 35.0, so Nike crossed into oversold on its earnings reaction.
• Starbucks showed its first stabilization on September 25 (RSI 31.6, gap to the 200-day -3.7%); today RSI is 35 but the gap is -4.1%, so the repair is mixed, not confirmed.
• Friday closed 3 green, 5 red; Tesla (4.65%) led and Nike (-3.64%) trailed.

The long layer says most of this book is broken or under test: seven of eight have negative alpha, and the four names with trailing years worse than -45% (BellRing, Nike, Lululemon, Hims) are not discount candidates. Crocs is the only name that passes the horizon check.

The cultural-thesis idea is a consumer-behavior frame rather than a valuation screen; here the tape says the frame is mostly not working on the price side. Low RSI in Nike or BellRing is damage; Starbucks is the one pullback-shaped name (alpha -5.79, trailing year 9.21%).

Source limits: price and RSI against moving averages and the desk's thesis rating (BellRing broken, Tesla intact); no revenue, comparable-sales or estimate data except Nike's earnings file.

Rows are ordered by RSI, highest first. Tape cells are live values for the October 2 close; the Signal column is the desk's label.

Capitulation (RSI below 25): BellRing Brands (22.9, thesis broken).

Oversold (RSI 25-40) — 4 names: Nike (28.2), Lululemon (34), Starbucks (35), Domino's (39.4).

Neutral to strong (RSI 40+) — 3 names: Crocs (45.2), Tesla (55), Hims & Hers (49.5).

• Tape data (price, RSI, moving averages, returns, trailing-year, alpha, 200-day position): pre-computed summaries as of the 2026-10-02 close — cultural-thesis.
• Cause checks: news receipts under stocks<SYM>/news/latest.json(all fetched on or before 2026-10-01), stock-event files inresearch/stock-events/` (2026-10-01-nke-earnings, 2026-10-01-vylr-spinoff), capture articles in articles.
• Tradability: _securities.
• Prior scan for comparison: 2026-09-25-cultural-thesis.