Consumer Scan — October 23, 2026 Close

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Consumer Scan — October 23, 2026 Close

Scan symbols 16
ASLULUNKESBUXCMGDPZHIMSDECKCROXPYPLEXYZCRSRXLYMNSTTOSTLION
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raw scan snapshot — prices as of scan date, not live 55 rows · screens, not recommendations event statusconfirmedprior scanresearch/scans/2026-10-16-consumer-scan.md

Consumer names finished the week mixed — 10 of 16 up, led by Lionsgate Studios (+16.73%) and Corsair (+7.35%), against Chipotle (-7.93%), Amer Sports (-5.93%) and Deckers (-5.39%) — but 15 of 16 fell on Friday, with Deckers (-4.91% on 2.88 times average volume), Hims & Hers (-4.87%) and Lululemon (-4.85%) the worst. Nine of 16 now close above their 200-day averages (seven a week ago) as Starbucks and Lionsgate crossed back over the line; Chipotle's RSI of 24.9 is the board's only washout.

Data as of the 2026-10-23 close (settled, Friday). The previous edition closed October 16; the seven-day column runs from that close to this one, so it is the change since then.

Quick Snapshot

Signal Reading
Overall 🟡 Strong month, weak Friday: 10 up and 6 down on the week, 1 up and 15 down on Friday, 12 of 16 up over 30 days. Nine of 16 above their 200-day averages; five trends intact (Lionsgate, Corsair, Crocs, Monster, Starbucks), four in repair, seven below the line on down years. One washout (Chipotle).
Leaders LION (16.73%), CRSR (7.35%), TOST (3.45%)
Laggards CMG (-7.93%), AS (-5.93%), DECK (-5.39%)
Caveat Tape from pre-computed price summaries, 2026-10-23 close. News was refreshed after Friday's close for only six of the 16 names (Deckers, Lululemon, Hims, PayPal, Block, XLY); the rest were last pulled before the session, so their causes read "not on file", which is not the same as no cause.

What's Going On

Friday was one-way: only Corsair rose (+0.66%); the other 15 fell, from PayPal's -0.9% and Starbucks' -1.09% to Lululemon -4.85%, Hims -4.87% and Deckers -4.91%. The consumer-discretionary fund XLY fell 1.66% and the staples fund XLP 1.92%, while energy rose (XLE +2.6%, USO +4.32%) and QQQ was flat (-0.01%). The October 23 market brief has this group 1 of 16 up (about -2.2% median), consumer staples 0 of 10, retail 0 of 22 and travel and leisure 0 of 9, and the month is stronger than the day: 12 of 16 names are up over 30 days, and the brief's 30-day rank for the group still reads leading. Context only: Brent crude topped $116, a six-month high (CNBC, October 23), and the 10-year Treasury yield sat just under 5% (CNBC); no receipt ties the sell-off to either.

Deckers is the one move with a sourced cause. The company reported fiscal second-quarter results on Thursday after the close: EPS of $2.31 against a $1.79 consensus (the stock-event record), record revenue of $1.48 billion (the company's release) that Benzinga reports missed a $1.51 billion estimate, and a lowered full-year revenue outlook; Investing.com showed the shares down 7.3% after hours to about $79. Friday's close was $81.09 on 2.88 times average volume, RSI 43.4, 18.8% under its 200-day on a -20.92% year. Truist and Stifel cut targets, per Google Finance's page. The athletic peers fell with it: Lululemon -4.85%, Nike -2.66% and Amer Sports -2.55% (and On Holding -4.38% in the retail scan). MarketBeat's Lululemon page calls it a broad athletic-apparel selloff alongside governance and legal developments; that is the page's stated reason, and no receipt measures the Deckers print's share of the peers' moves. Lululemon's own news page lists a board appointment on October 22; Nike's news was last pulled before Friday's session.

Restaurants split. Starbucks ($100.80, RSI 61.0) closed 1.3% above its 200-day ($99.50) on a +17.98% year after +3.36% on the week and +7.07% over 30 days, which moves it from a trend under test to intact, though the cushion is thin and it fell 1.09% Friday. Chipotle ($27.52) fell 7.93% on the week and 2.2% Friday to RSI 24.9, 34.77% under its high and 19.8% under its 200-day ($34.31) on a -34.16% year. A Financial Content quote page puts a 5-6% drop on Wednesday, October 21 on a TD Cowen downgrade, and Yahoo Finance's page describes the takeover premium unwinding after Starbucks denied interest on October 14; both are press-stated, and Chipotle's news was last pulled before Friday's session. CNBC's October 23 piece notes multi-brand restaurant operators outperforming single-chain stocks such as McDonald's and Chipotle. Chipotle is estimated to report October 28 after the close and Starbucks October 29 after the close.

The other big weekly mover has no cause on file. Lionsgate Studios rose 16.73% on the week (RSI 65.3, the board's highest; +12.02% over 30 days), now 8.1% above its 200-day on a +94.85% year and 25.21% under its high; Corsair rose 7.35% and was the only gainer Friday, 55.7% above its 200-day on a +63.45% year. Cause unknown for both: Lionsgate's news was last pulled September 30 and Corsair's October 16, so news is not pulled for the moves, and the stock-event records and October 20-23 captures hold no item on either. Hims & Hers fell 4.87% Friday to $27.71 (RSI 44.3), 2.2% above its 200-day ($27.13) on a -42.85% year; MarketBeat's page cites regulatory and legal risk without naming an item, so the cause is unknown (news pulled October 23; nothing in the stock-event records or captures). PayPal (+0.56% on the week, 14% above its 200-day on a -18.15% year) is scheduled to report October 27 before the open. Block (-3.24% Friday) saw its year turn negative (-2.67%), which moves it from intact to repair; Form 4 filings show director Anthony Eisen selling about $1.42 million (filed October 19) and $1.41 million (filed October 22), which does not explain a day's decline.

What Changed Since Prior Scan

Ten up and six down on October 16 became ten up and six down again, but Friday went from 4 up and 12 down to 1 up and 15 down. Names above their 200-day went from seven to nine: Starbucks (1.3% above) and Lionsgate Studios (8.1%) crossed back over it and none dropped out. Intact trends went from four to five: Starbucks and Lionsgate joined Crocs, Monster and Corsair, while Block's year turned negative (+4.49% to -2.67%) and moved it back to repair. The washout list went from none to one, as Chipotle fell from RSI 34.3 to 24.9; the RSI 25-40 tier is empty, as Lionsgate left it (37.4 to 65.3). Leaders rotated from Starbucks, Crocs and Nike to Lionsgate, Corsair and Toast: Corsair went from laggard (-6.16%) to second best, and Crocs went from +7.1% to -3.18%. Chipotle was a laggard both weeks.

How To Read The Board

This is a price-and-momentum screen built from pre-computed price 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 outranks the week: trend intact is above the 200-day average with a positive trailing year (a bad week here is a pullback); repair is above the 200-day but down on the year; trend under test is below the 200-day with a positive year (the 200-day is the line to retake); below the 200-day, year down is where a base would form, and a long flat or down year is what a base looks like before the first pop, so the 200-day reclaim, not the year, is the test. A raw reading becomes a setup only when an intact trend pulls back, holds a level and turns up. No insider, fundamentals or options data is included in the table; business quality is not screened here.

Price Table

As of 2026-10-23. Price and SMA20 in dollars; RSI is a 14-day reading; all other columns in percent.

Stock Price RSI SMA20 vs SMA20 1D 7D 30D 1Y vs SMA200 Signal
LION 12.49 65.3 11.37 9.8 -1.65 16.73 12.02 94.85 8.1 🟢 Trend intact
CRSR 13.73 55.1 13.51 1.7 0.66 7.35 1.55 63.45 55.7 🟢 Trend intact
TOST 32.71 57.1 31.01 5.5 -2.12 3.45 9.73 -15.7 11.1 🟡 Repair
SBUX 100.8 61 95.67 5.4 -1.09 3.36 7.07 17.98 1.3 🟢 Trend intact, thin cushion
LULU 99.01 49.7 96.32 2.8 -4.85 1.97 -3.2 -44.71 -27.4 🔴 Below 200-day, year down
DPZ 313.61 53.6 304.32 3.1 -1.29 1.61 5.8 -25.64 -9.1 🔴 Below 200-day, year down
MNST 46.19 58.8 44.18 4.6 -2.35 1.01 5.19 32.16 7.7 🟢 Trend intact
XLY 113.1 51 111.98 1 -1.66 0.57 2.21 -5.11 -2.3 🔴 Below 200-day, year down
PYPLE 57.02 59.2 55.43 2.9 -0.9 0.56 8.59 -18.15 14 🟡 Repair
NKE 37.3 55.1 35.88 4 -2.66 0.46 3.47 -46.47 -20.2 🔴 Below 200-day, year down
HIMS 27.71 44.3 29.11 -4.8 -4.87 -1.28 -2.4 -42.85 2.2 🟡 Repair, thin cushion
XYZ 76.46 47.1 76.36 0.1 -3.24 -1.84 2.38 -2.67 7.7 🟡 Repair
CROX 119.23 48.9 119.26 0 -1.45 -3.18 -4.33 40.02 9.6 🟢 Trend intact
DECK 81.09 43.4 82.52 -1.7 -4.91 -5.39 3.18 -20.92 -18.8 🔴 Below 200-day, year down
AS 28.24 45.6 28.4 -0.6 -2.55 -5.93 4.98 -10.75 -16.8 🔴 Below 200-day, year down
CMG 27.52 24.9 30.61 -10.1 -2.2 -7.93 -15.87 -34.16 -19.8 🔴 Washout, below 200-day

Tier Analysis

Capitulation (RSI under 25)

Stock RSI 1Y vs SMA200 Read
CMG 24.9 -34.16 -19.8 Below the 200-day, down on the year; a washout, not yet a base

Oversold (RSI 25-40)

No names in this tier.

Neutral to strong (RSI 40+)

15 names; RSI in parentheses, full rows in the price table.

Entry Zones

Levels are the 20-, 50- and 200-day averages from the summaries, in dollars. Each row is a condition from the screen, not an order.

Stock Entry zone ($) Condition
LION 11.36–11.37 Trend intact but 9.8% above its 20-day after a +16.73% week; price is well above the zone. Entry on a pullback that holds the 50-day and closes back above the 20-day.
CRSR 12.91–13.51 Trend intact; price is above the zone. Entry on a pullback that holds the 50-day and closes back above the 20-day.
MNST 44.18–44.83 Trend intact; price is above the zone. Entry on a pullback that holds the 50-day and closes back above the 20-day.
SBUX Above 99.5 Trend intact on a thin cushion; the 200-day and the 50-day (99.51) are one level. Entry on a pullback that holds it and turns up.
CROX 108.77–120.01 Under the 50-day inside an intact trend; a close back above the 50-day is the trigger, the 200-day the floor.
PYPLE 50–55.85 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 29.44–32.36 Repair, not yet a trend; a pullback that holds the 50-day is the first entry, a close under the 200-day voids it.
XYZ 70.96–78.5 Repair, under the 50-day; the trigger is a close back above it, the 200-day the floor.
HIMS 27.13–29.14 Repair on a 2.2% cushion, under the 50-day; the trigger is a close back above it, the 200-day the floor.
CMG Above 34.31 Below the 200-day; no zone until two closes back above it.
DECK Above 99.81 Below the 200-day; no zone until two closes back above it.
AS Above 33.93 Below the 200-day; no zone until two closes back above it.
LULU Above 136.34 Below the 200-day; no zone until two closes back above it.
NKE Above 46.74 Below the 200-day; no zone until two closes back above it.
DPZ Above 345.05 Below the 200-day; no zone until two closes back above it.
XLY Above 115.76 Below the 200-day; no zone until two closes back above it.

Action Matrix

Stock Signal Action Notes
CRSR 🟢 Trend intact 🔒 Hold The only name up Friday (+0.66%); 55.7% above its 200-day on a +63.45% year. Cause of the week not on file. Estimated report November 5.
CROX, MNST 🟢 Trend intact 🔒 Hold Both above their 200-days on positive years. Crocs sits at its 20-day, 0.7% under its 50-day, and is scheduled to report October 29 before the open.
LION 🟢 Trend intact 🔍 Watch (don't chase) +16.73% in a week, 9.8% above its 20-day, RSI 65.3; cause unknown.
SBUX 🟢 Trend intact, thin cushion 🔍 Watch (200-day hold) 1.3% above its 200-day; estimated to report October 29 after the close.
PYPL, TOST 🟡 Repair 🔍 Watch Above the 200-day on negative years. PayPal is scheduled to report October 27 before the open.
XYZ 🟡 Repair 🔍 Watch (50-day reclaim) Year just turned negative (-2.67%); 2.6% under its 50-day; scheduled to report November 3 after the close.
HIMS 🟡 Repair, thin cushion 🔍 Watch (200-day hold) 2.2% above its 200-day after -4.87% Friday; cause unknown.
CMG 🔴 Washout, below 200-day 🔍 Watch (washout, first pop) RSI 24.9, the board's only reading under 25; estimated to report October 28 after the close.
DECK 🔴 Below 200-day, year down 🔍 Watch (200-day reclaim) -4.91% on 2.88 times volume after a revenue miss and a lowered outlook.
AS, NKE, LULU, DPZ, XLY 🔴 Below 200-day, year down 🔍 Watch (200-day reclaim) 2.3% to 27.4% under their 200-days; all fell Friday (-1.29% to -4.85%).

What To Watch Next

Watch Trigger Why it matters
CMG A close back above the 20-day (30.61) The board's only washout; a washout is not a base until it holds above the short average. The report is estimated for October 28 after the close.
SBUX Holds the 200-day (99.5) into the estimated October 29 report A 1.3% cushion; a close under puts it back in the trend-under-test group.
PYPLE Scheduled to report October 27 before the open; holds the 50-day (55.85) Repair on a -18.15% year; a Zacks preview has consensus EPS of $1.31 on about $8.7 billion of revenue.
DECK Close above the 20-day (82.52) The test of whether the post-print drop is absorbed; the 200-day (99.81) is far above.
HIMS Holds the 200-day (27.13) A close under it puts Hims below the line on a -42.85% year.
LION, CRSR Hold the 20-day (LION 11.37, CRSR 13.51) After weeks of +16.73% and +7.35%, a flag holds the 50-day; a close under the 20-day is the first crack.
XLY Close back above the 200-day (115.76) The sector fund is 2.3% under it; Friday's -1.66% moved it away.
CROX Scheduled to report October 29 before the open; reclaim of the 50-day (120.01) The next company print on an intact trend.

Sources

9 events
DateTypeEvent
Oct 16 ScanConsumer Scan — October 16, 2026 Close Oct 9 ScanConsumer Scan — October 9, 2026 Close Oct 2 ScanConsumer Scan — October 2, 2026 Close Sep 25 ScanConsumer Scan — September 25, 2026 Close Sep 23 ScanConsumer Scan — September 23, 2026 Close Sep 18 ScanConsumer Scan — September 18, 2026 Close Sep 11 ScanConsumer Scan — September 11, 2026 Close Sep 4 ScanConsumer Scan — September 4, 2026 Close Aug 28 ScanConsumer Scan — August 28, 2026 Close

Tweets, videos, filings, articles, and source pages tied to this read.

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