🔥 consumer_cyclical 핫 테마 분석

S-Class [DAVE] Dave projects $725M-$735M 2026 revenue and $17-$17.50 adjusted diluted EPS while increasing second-half marketing

[BROS] Dutch Bros projects $2.1B-$2.13B 2026 revenue as it targets 2,029 shops by 2029

S-Class [MUSA] Murphy USA Non-GAAP EPS of $11.27 beats by $1.25, revenue of $6.80B beats by $770M

S-Class [BROS] Dutch Bros Non-GAAP EPS of $0.33 beats by $0.03, revenue of $550.85M beats by $25.47M

[ETSY] Etsy shares gain on Q2 earnings beat as market fundamentals improve

S-Class [ELF] E.l.f. Beauty sees $50 million windfall in tariff refunds as profits surge 100%

E.l.f. Beauty received $50 million in tariff refunds during its fiscal first quarter, leading profits to nearly double.

[AMZN] Amazon's Zoox will achieve a robotaxi milestone in Las Vegas next week