Consumer Scan — October 9, 2026 Close
Consumer Scan — October 9, 2026 Close
Consumer names bounced — 11 of 16 rose on the week, led by Hims & Hers (+6.62%), PayPal (+5.17%) and Toast (+5.1%) — while Starbucks slid -4.18% into the board's only washout (RSI 28.8) in the week a Financial Times report tied it to a possible bid for Chipotle. The bounce did not repair long trends: only Corsair, Crocs and Monster close above their 200-day averages on a positive trailing year.
Data as of the 2026-10-09 close (settled, Friday). The previous edition closed October 2; the seven-day column runs from that close to this one, so it is the change since then.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Bounce, not repair: 11 up, 5 down. 7 of 16 close above their 200-day averages, but four of those seven (Hims & Hers, PayPal, Block, Toast) are still down on the year. No name is above RSI 60. |
| Leaders | HIMS (6.62%), PYPL (5.17%), TOST (5.1%) |
| Laggards | SBUX (-4.18%), CROX (-2.63%), CMG (-2.38%) |
| Caveat | Tape from the desk's pre-computed summaries, 2026-10-09 close. News for most names was last pulled before this week's moves and no October 9 captures are on file yet, so most causes read "not on file", which is not the same as no cause. |
What's Going On
The week's company story is a deal report. The Financial Times reported that Starbucks has worked with advisers in recent months on a takeover proposal for Chipotle; Bloomberg, carrying the report on October 8, said Chipotle shares jumped and that the status of the plans could not be learned. Starbucks said it does not comment on rumors and that it will share fourth-quarter results, including fiscal 2027 guidance, later this month (its statement as posted by Jim Cramer on X, October 8). Two days earlier Semafor had reported, citing people close to the company, that Chipotle had not received a bid. Neither stock kept a gain into Friday: Starbucks closed at $90.75, -4.18% on the week and -2.64% on Friday on 1.48 times its average volume; Chipotle closed at $31.59, -2.38% on the week and -3.34% on Friday. MarketWatch's October 8 analyst round-up noted that Starbucks investors would likely not welcome debt to fund a deal, given its existing debt load. No receipt ties Friday's declines to the report, so Friday's cause is not on file.
Structure separates the two. Starbucks is up 13.75% on the year but closed 8.3% under its 200-day average ($98.92) at RSI 28.8: a long trend under test, now washed out. Chipotle is a broken trend, -22.74% on the year and 9% under its 200-day.
Hims & Hers rose 10.19% on Friday on 1.61 times average volume to $30.92, +6.62% on the week. It sits 12.9% above its 200-day but is -46.92% on the year and -52.65% from its 52-week high: a repair, not a trend. Cause not on file: its news was last pulled September 18, so it does not cover the move; an 8-K filed October 7 is on file only as a filing notice, its contents uncaptured; the event records hold nothing for the week. PayPal (+5.17%, 1Y -26.69%, 10.8% above its 200-day) and Toast (+5.1%, 1Y -15.06%, 5.6% above) have the same shape. Toast's October 7 news pull holds quote pages listing a Google Maps ordering integration and analyst target raises without dates; PayPal's was last pulled September 25. Causes not on file. Deckers (+4.76%), Domino's (+3.94%) and Amer Sports (+3.57%) bounced inside broken trends.
Corsair is the clearest long trend: 61.4% above its 200-day on a +71.66% year, RSI 56.9, -9.01% from its high after easing 1.16% on the week. Crocs (-2.63%, 1Y +43.03%, 7.3% above its 200-day) and Monster (+1.63%, 1Y +26.42%, 2.6% above) are intact but closed under their 50-day averages. Nike (+2.48%, RSI 37.7, 1Y -49%) left the washout zone without repairing anything; Lululemon (+0.04%, 1Y -45.53%, 33.5% under its 200-day) is flat and broken.
What Changed Since Prior Scan
Breadth flipped: 11 up and 5 down, against 5 up and 11 down on October 2. Seven of 16 names close above their 200-day averages, against six a week earlier. Leaders rotated from Chipotle, Lionsgate Studios and Domino's to Hims & Hers, PayPal and Toast, and Chipotle dropped to third-worst. The washout list swapped Nike (out) for Starbucks (in). Corsair, the only name above RSI 60 on October 2, now reads 56.9, and no name on the board is above 60.
How To Read The Board
This is a price-and-momentum screen built from the desk's pre-computed summaries: it shows where each name sits on the tape, not why it moved. RSI under 30 is a washout and 70 or above is extended; neither is a recommendation on its own. The structure label carries the long view, and it outranks the week:
- Trend intact: above the 200-day average with a positive trailing year. A bad week here is a pullback.
- Repair: above the 200-day but still down on the year. Price has recovered; the trend has not yet proved itself.
- Trend under test: below the 200-day with a positive year. The 200-day is the line to retake.
- Trend broken: below the 200-day and down on the year.
A raw screen reading becomes a setup only when an intact trend pulls back and holds a level, then turns up. No insider, fundamentals or options data is included.
Price Table
As of 2026-10-09. Price and SMA20 in dollars; RSI is a 14-day reading; all other columns in percent.
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D | 30D | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| HIMS | 30.92 | 57.1 | 29.03 | 6.5 | 6.62 | 10.82 | -46.92 | 12.9 | 🟡 Repair |
| PYPL | 55.53 | 55.9 | 53.63 | 3.5 | 5.17 | 6.44 | -26.69 | 10.8 | 🟡 Repair |
| TOST | 31.31 | 52 | 30.41 | 3 | 5.1 | -3.51 | -15.06 | 5.6 | 🟡 Repair |
| DECK | 82.89 | 53.2 | 79.54 | 4.2 | 4.76 | 3.32 | -16.15 | -17.7 | 🔴 Trend broken |
| DPZ | 309.36 | 50.5 | 300.5 | 2.9 | 3.94 | -3.76 | -23.68 | -11.8 | 🔴 Trend broken |
| XYZ | 77.24 | 51 | 76.05 | 1.6 | 3.91 | -2.72 | -4.47 | 9.7 | 🟡 Repair |
| AS | 28.14 | 49.6 | 27.26 | 3.2 | 3.57 | 1.33 | -13.26 | -18.1 | 🔴 Trend broken |
| XLY | 112.85 | 54.6 | 110.82 | 1.8 | 2.55 | 0.35 | -4.05 | -2.8 | 🔴 Trend broken |
| NKE | 34.71 | 37.7 | 35.5 | -2.2 | 2.48 | -7.07 | -49 | -27.7 | 🔴 Trend broken |
| MNST | 43.64 | 49.1 | 43.39 | 0.6 | 1.63 | 1.87 | 26.42 | 2.6 | 🟢 Trend intact |
| LULU | 94.5 | 38.1 | 97.61 | -3.2 | 0.04 | -5.23 | -45.53 | -33.5 | 🔴 Trend broken |
| LION | 11.13 | 45.2 | 11.2 | -0.6 | -0.27 | 0.63 | 81.57 | -2.6 | 🟡 Trend under test |
| CRSR | 13.63 | 56.9 | 13.49 | 1 | -1.16 | 10.54 | 71.66 | 61.4 | 🟢 Pullback, trend intact |
| CMG | 31.59 | 41.2 | 32.57 | -3 | -2.38 | -12.32 | -22.74 | -9 | 🔴 Trend broken |
| CROX | 114.98 | 41.9 | 119.56 | -3.8 | -2.63 | 3.5 | 43.03 | 7.3 | 🟢 Pullback, trend intact |
| SBUX | 90.75 | 28.8 | 95.02 | -4.5 | -4.18 | -9.29 | 13.75 | -8.3 | 🟡 Washout, trend under test |
Tier Analysis
Capitulation (RSI under 25)
No names in this tier.
Oversold (RSI 25-40)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| SBUX | 28.8 | 13.75 | -8.3 | Under test: below 200-day, up on the year |
| NKE | 37.7 | -49 | -27.7 | Broken: below 200-day, down on the year |
| LULU | 38.1 | -45.53 | -33.5 | Broken: below 200-day, down on the year |
Neutral to strong (RSI 40+)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| CMG | 41.2 | -22.74 | -9 | Broken: below 200-day, down on the year |
| CROX | 41.9 | 43.03 | 7.3 | Trend intact |
| LION | 45.2 | 81.57 | -2.6 | Under test: below 200-day, up on the year |
| MNST | 49.1 | 26.42 | 2.6 | Trend intact |
| AS | 49.6 | -13.26 | -18.1 | Broken: below 200-day, down on the year |
| DPZ | 50.5 | -23.68 | -11.8 | Broken: below 200-day, down on the year |
| XYZ | 51 | -4.47 | 9.7 | Repair: above 200-day, down on the year |
| TOST | 52 | -15.06 | 5.6 | Repair: above 200-day, down on the year |
| DECK | 53.2 | -16.15 | -17.7 | Broken: below 200-day, down on the year |
| XLY | 54.6 | -4.05 | -2.8 | Broken: below 200-day, down on the year |
| PYPL | 55.9 | -26.69 | 10.8 | Repair: above 200-day, down on the year |
| CRSR | 56.9 | 71.66 | 61.4 | Trend intact |
| HIMS | 57.1 | -46.92 | 12.9 | Repair: above 200-day, down on the year |
Entry Zones
Levels are the 20-, 50- and 200-day averages from the summaries, in dollars. Each row is a condition, not an order.
| Stock | Entry zone ($) | Condition |
|---|---|---|
| HIMS | 27.39–29.45 | Repair, not yet a trend; a pullback that holds the 50-day after a higher high is the first entry, a close under the 200-day voids it. |
| PYPL | 50.12–56.27 | Repair, not yet a trend; a pullback that holds the 50-day after a higher high is the first entry, a close under the 200-day voids it. |
| TOST | 29.64–32.84 | Repair, not yet a trend; a pullback that holds the 50-day after a higher high is the first entry, a close under the 200-day voids it. |
| DECK | None | Below the 200-day (100.78) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| DPZ | None | Below the 200-day (350.58) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| XYZ | 70.43–79.16 | Repair, not yet a trend; a pullback that holds the 50-day after a higher high is the first entry, a close under the 200-day voids it. |
| AS | None | Below the 200-day (34.36) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| XLY | None | Below the 200-day (116.12) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| NKE | None | Below the 200-day (48.01) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| MNST | 42.54–45.01 | Under the 50-day inside an intact trend; a close back above the 50-day is the trigger, the 200-day the floor. |
| LULU | None | Below the 200-day (142.03) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| LION | Above 11.43 | Below the 200-day; no entry until two closes back above it. |
| CRSR | 12.65–13.49 | Trend intact; entry on a pullback that holds the 50-day and closes back above the 20-day. |
| CMG | None | Below the 200-day (34.73) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| CROX | 107.15–122.91 | Under the 50-day inside an intact trend; a close back above the 50-day is the trigger, the 200-day the floor. |
| SBUX | Above 98.92 | Below the 200-day; no entry until two closes back above it. |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| HIMS | 🟡 Repair | 🔍 Watch | Friday jump on above-average volume. News last pulled Sept 18; the Oct 7 8-K is captured as a notice only. Cause not on file. |
| PYPL | 🟡 Repair | 🔍 Watch | Repair. News last pulled Sept 25, so the week's gain has no receipt. |
| TOST | 🟡 Repair | 🔍 Watch | Repair. Oct 7 news pull holds quote pages only (Google Maps ordering integration, undated target raises). Cause not on file. |
| DECK | 🔴 Trend broken | ⚠️ Avoid | Bounce inside a broken trend; news last pulled July 25. |
| DPZ | 🔴 Trend broken | ⚠️ Avoid | Bounce inside a broken trend; news last pulled Sept 19. |
| XYZ | 🟡 Repair | 🔍 Watch | Above the 200-day, but the trailing year is still negative. |
| AS | 🔴 Trend broken | ⚠️ Avoid | Bounce inside a broken trend; news last pulled Sept 18. |
| XLY | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| NKE | 🔴 Trend broken | ⚠️ Avoid | Out of the washout zone; still broken after the Oct 1 print. |
| MNST | 🟢 Trend intact | 🔍 Watch (50-day reclaim) | Intact, but the thinnest 200-day cushion of the three trends and under its 50-day. |
| LULU | 🔴 Trend broken | ⚠️ Avoid | Flat week; broken trend, far below the 200-day. |
| LION | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Strong year, but closed below the 200-day. |
| CRSR | 🟢 Pullback, trend intact | 📈 Accumulate on flag | Clearest long trend on the board; eased on the week, still above the 20- and 50-day. |
| CMG | 🔴 Trend broken | ⚠️ Avoid | Bloomberg (Oct 8): jumped on the FT report of a possible Starbucks bid; Semafor (Oct 6): no bid received. Gain gone by Friday; Friday's cause not on file. |
| CROX | 🟢 Pullback, trend intact | 🔍 Watch (50-day reclaim) | Intact trend, closed under its 50-day. |
| SBUX | 🟡 Washout, trend under test | 🔍 Watch (200-day reclaim) | Only washout. Week of the FT takeover-exploration report (no comment from Starbucks); RBC Hold (Oct 7). Friday's drop: cause not on file. |
What To Watch Next
| Watch | Trigger | Why it matters |
|---|---|---|
| SBUX | Close back above the 20-day (95.02) | Washout in a trend under test; Starbucks says fourth-quarter results and fiscal 2027 guidance come later this month. |
| SBUX / CMG deal | Any confirmation or denial of the takeover approach | The FT report is unconfirmed; Semafor's sources said on October 6 that no bid had been received. |
| HIMS | Hold above the 50-day (29.45) after Friday's jump | A repair name; the October 7 8-K's contents are not on file and may hold the driver. |
| CRSR | Pullback holds the 50-day (12.65) | The clearest intact trend; a hold is the flag shape. |
| MNST | Close back above the 50-day (45.01) while holding the 200-day (42.54) | Intact trend with the thinnest cushion over its 200-day. |
Sources
- Tape data (price, RSI, averages, returns, long-horizon fields, Friday volume): pre-computed summary, 2026-10-09 close — consumer.
- Starbucks–Chipotle takeover report — Bloomberg, "Chipotle Jumps on Report Starbucks Has Explored Takeover" (https://www.bloomberg.com/news/videos/2026-10-08/chipotle-jumps-on-report-starbucks-has-explored-takeover-video), capture 2026-10-08-bloomberg-chipotle-jumps-on-report-starbucks-has-explored-takeover-tmltyir24uai00; CNBC, "Why a Starbucks takeover of Chipotle would — and wouldn't — make sense" (https://www.cnbc.com/2026/10/08/starbucks-chipotle-acquisition.html); MarketWatch analyst round-up (https://www.marketwatch.com/story/feel-like-a-pumpkin-spice-burrito-analysts-try-to-wrap-their-heads-around-a-possible-starbucks-chipotle-tie-up-5b8519fd), capture 2026-10-08-marketwatch-feel-like-a-pumpkin-spice-burrito-analysts-try-to-wrap-their--mktw-0005276930; Semafor, October 6 (https://www.semafor.com/article/10/06/2026/a-starbucks-chipotle-tie-up-might-be-crazy-enough-to-work), capture 2026-10-06-semafor-a-starbucks-chipotle-tie-up-might-be-crazy-enough-to-work-y-enough-to-work; Starbucks statement as posted by Jim Cramer on X (https://x.com/jimcramer/status/2108272214705353186), capture 2026-10-08-jimcramer-here-s-starbucks-comment-on-chipotle-as-a-matter-05353186.
- RBC Hold on Starbucks — Markets Insider, October 7 (https://markets.businessinsider.com/news/stocks/starbucks-sbux-receives-a-hold-from-rbc-capital-1036603987), from the Starbucks news pull of 2026-10-07.
- Hims & Hers 8-K filed 2026-10-07 (https://www.sec.gov/Archives/edgar/data/1773751/000177375126000220/hims-20261007.htm), filing notice 2026-10-07-hims-8-k-0001773751-26-000220; contents not captured.
- Toast quote pages from the Toast news pull of 2026-10-07 (latest).
- News check (stocks<SYM>/news/latest.json
, pull dates): AS 2026-09-18; LULU 2026-10-03; NKE 2026-10-06; SBUX 2026-10-07; CMG 2026-07-31; DPZ 2026-09-19; HIMS 2026-09-18; DECK 2026-07-25; CROX 2026-10-03; PYPL 2026-09-25; XYZ 2026-10-01; CRSR 2026-08-08; XLY 2026-10-01; MNST 2026-10-07; TOST 2026-10-07; LION 2026-09-30. Event records (research/stock-events/`) checked for October 3–9: the only entries are earnings or dividend records for NEOG, PENG, APLD, 6506.T, AEHR, ATZ.TO, DAL, NRIX, PEP and ORCL, none on this board. Article, X and filing captures for October 3–8 (articles, tweets, filings) were searched by company name; no October 9 captures were on file at writing. A news pull dated before a move does not cover it, and a pull with no item on the move is not proof of no cause.
Related
9 eventsSource links
Tweets, videos, filings, articles, and source pages tied to this read.