🔥 consumer_defensive 핫 테마 분석

수집기간: 최근 30일
누적 기사: 34건
👑 S급 승격 티커: MED, FRPT, IFF, WEN, NOMD, PPC, TGT, EL, BJ, DG

[DLTR] Dollar Tree gets a boost from positive traffic and tariff refunds in Q2

2026-08-27 20:00:57

S-Class [DG] Dollar General GAAP EPS of $2.48 beats by $0.47, revenue of $11.3B beats by $110M

2026-08-27 19:58:26

[DLTR] Dollar Tree Non-GAAP EPS of $1.39 beats by $0.25, revenue of $4.89B beats by $30M, raises FY guidance

2026-08-27 19:38:04

S-Class [BJ] BJ's raises FY2026 adjusted EPS outlook to $4.60-$4.80 while maintaining 2%-3% comp guidance

2026-08-22 02:07:36

S-Class [BJ] BJs Wholesale Club earnings beat by $0.19, revenue topped estimates

2026-08-21 20:04:53

[WMT] Walmart raises FY2027 EPS outlook to $2.80-$2.87 while projecting Q3 sales growth of 3%-3.75%

2026-08-21 03:32:59

S-Class [EL] Analysts back Estée Lauder turnaround after strong quarter

2026-08-20 23:17:01

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