🔥 consumer_cyclical 핫 테마 분석

[CNTY] Century Casinos targets net debt-to-EBITDA well below 6x by year-end as 2026 CapEx is set at $15M

[LYFT] Lyft's results leave analysts split over AV threat, pricing

[TILE] Interface signals FY2026 net sales of $1.455B-$1.485B with ~40.6% adjusted gross margin

S-Class [ABNB] Chesky says Airbnb will spend ‘a lot more’ on AI as earnings beat and stock surges 15%

Airbnb CEO Brian Chesky wasn’t sure AI would help the company, but a year later, he says it’s the reason growth is back.

S-Class [ABNB] Airbnb options activity signals bullish conviction as shares break above 52-week high

S-Class [JOUT] Earnings call transcript: Johnson Outdoors tops Q3 2026 profit estimates

S-Class [DFH] Millrose Properties commits up to $1.25B to support Dream Finders' Beazer acquisition