🔥 consumer_defensive 핫 테마 분석

S-Class [BJ] BJ's raises FY2026 adjusted EPS outlook to $4.60-$4.80 while maintaining 2%-3% comp guidance

S-Class [BJ] BJs Wholesale Club earnings beat by $0.19, revenue topped estimates

[WMT] Walmart raises FY2027 EPS outlook to $2.80-$2.87 while projecting Q3 sales growth of 3%-3.75%

S-Class [EL] Analysts back Estée Lauder turnaround after strong quarter

[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.