🔥 consumer_defensive 핫 테마 분석

[LSF] Laird Superfood reaffirms 2026 net sales of $138M-$148M and adjusted EBITDA of $8M-$12M as Terrasoul integration begins

S-Class [NOMD] Earnings call transcript: Nomad Foods tops Q2 2026 estimates as stock rises

S-Class [WEN] Wendy's stock jumps on report of potential takeover bid from Nelson Peltz's Trian Fund Management

Peltz's relationship with Wendy's dates back to an activist campaign he led more than two decades ago.

S-Class [WEN] Wendy's jumps on report investor Nelson Peltz preparing bid

[SENEA] Seneca Foods Corp B stock hits all-time high at 185.06 USD

[APEI] Earnings call transcript: APEI tops Q2 2026 forecasts and lifts outlook

[TRLV] Trulieve anticipates at least $225M in 2026 operating cash flow while raising capex outlook to $95M