🔥 consumer_defensive 핫 테마 분석

[WMT] Walmart Non-GAAP EPS of $0.81 beats by $0.07, revenue of $187.94B beats by $1.12B

S-Class [EL] Estée Lauder forecasts fiscal 2027 EPS of $3.10 to $3.35 as it raises operating margin outlook to 12.7% to 13.5%

S-Class [TGT] Target says its turnaround is picking up steam, with help from a big tariff refund

Target posted better-than-expected fiscal second-quarter sales and raised its full-year outlook.

S-Class [TGT] Target delivers as Q2 results, FY outlook beats expectations

S-Class [EL] Estée Lauder shares rise as sales beat estimates, margin view improves

S-Class [TGT] Target in charts: Q2 comparable sales rise 3.8% as digital momentum holds strong

S-Class [TGT] Earnings Snapshot: Target tops Q2 expectations and raises FY2026 guidance