🔥 consumer_defensive 핫 테마 분석

[MKC] McCormick outlines $1.5B-$2B debt paydown plan within 2 years while targeting 100-120 bps gross margin expansion in 2026

[TGT] HSBC upgrades Target to Buy, raises PT to $190

[COST] What analysts are saying about Costco after its earnings report

[COST] Costco earnings beat expectations, thanks to tariff refunds

Tariff refunds helped deliver a profit beat during Costco’s fourth quarter.

[COST] Costco beats sales and profit expectations as comparable sales continue to surge

[GIS] Earnings Snapshot: General Mills tops Q1 expectations despite yogurt divestiture drag; Guidance intact

S-Class [NGVC] Natural Grocers by Vitamin Cottage gains new bull at BofA