🔥 consumer_cyclical 핫 테마 분석

[SGHC] Super Group GAAP EPS of $0.23, revenue of $684M; raises FY 2026 outlook

[MAT] Mattel reiterates 2026 adjusted EPS $1.27-$1.39 while targeting UNO Wild global launch in early 2027

S-Class [HVT] Haverty Furniture GAAP EPS of $0.31 beats by $0.10, revenue of $194.9M beats by $5.71M

[AMZN] Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch

Cramer said Amazon CEO Andy Jassy finally explained how Amazon's massive AI spending will generate long-term returns.

[TKO] Tko targets 2026 revenue of $5.775B-$5.825B while raising adjusted EBITDA outlook to $2.275B-$2.305B

S-Class [IMAX] 'The Odyssey' fuels Imax stock to all-time high. CEO calls momentum a 'flywheel'

Imax shares hit an all-time high Monday as the company continues to haul in box office receipts for Christopher Nolan's "The Odyssey."

S-Class [AMZN] Amazon tops $3 trillion market cap as stock continues post-earnings surge

Shares of Amazon hit a new all-time high Monday, putting its market cap over $3 trillion.