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Service Corporation International

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Service Corporation International is the largest funeral and cemetery services company in North America, operating under the Dignity Memorial brand network. Death care is a highly recession-resistant business with pricing power and a pre-need backlog of $16B+.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.1B)

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Funeral Segment (70%)
Cemetery Segment (30%)

Segment Breakdown & Key Customers

Product Details

Funeral Services (Dignity Memorial)70%

Full-service funeral home operations — caskets, burial, cremation, pre-need arrangements. 1,500+ funeral homes.

Cemetery Operations30%

500+ cemetery properties — grave sites, mausoleums, monument sales, and perpetual care.

Supply Chain Relationships

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Houston, TX

Founded

1962

Employees

24,000

Sector Overview — 소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터