Which Stocks Are Set to Benefit the Most from the FIFA 2026 World Cup?

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发布于
May 18, 2026
更新于
July 16, 2026

Goldman Sachs and Bernstein identify sportswear, hotels, beverages, media, and payments stocks set to benefit from FIFA 2026. Here's what to know.

Which Stocks Are Set to Benefit the Most from the FIFA 2026 World Cup?

Analysts at Goldman Sachs and Bernstein have mapped out the publicly traded companies most likely to benefit from FIFA 2026, the largest World Cup in history. Their combined coverage spans sportswear, beverages, sports retail, hotels, restaurants, media, and entertainment, with names including Adidas, Nike, AB InBev, Marriott, Hyatt, Dick's Sporting Goods, Fox Corporation, and DraftKings among those highlighted across both research notes.

Stocks That Could Benefit From the FIFA 2026 World Cup

The most direct World Cup-related stocks are companies where the tournament connects to a real commercial channel: sponsorships, media rights, payments, hospitality, merchandise, or match-day consumption. That connects Adidas, AB InBev, Coca-Cola, Visa, Fox, Comcast, TKO Group, and McDonald’s in the clearest group. These companies have official FIFA partnerships, broadcast exposure, hospitality rights, payment exposure, or a direct role in how fans watch, spend, eat, drink, or attend the tournament.

A second group has more indirect exposure. Sportswear brands like Nike, Puma, Dick’s Sporting Goods, Academy Sports and hospitality or stays for the fans that’d be visiting from all over the world: Outdoors, Marriott, Hilton, Hyatt, Airbnb, Expedia, Booking Holdings, Cava, Wingstop, Starbucks, and DraftKings.Here’s a list of stocks that may benefit from the FIFA World Cup 2026, just a reminder that this is not financial advice and should not be taken as an investment analysis.

Company Ticker Type of World Cup exposure Why it could matter
Adidas ADDYY / ADS.DE FIFA partner, official match ball Soccer gear, match balls, kits, footwear, fan merchandise
AB InBev BUD Official beer sponsor Beer consumption, fan zones, bars, watch parties, brand activation
Coca-Cola KO FIFA partner Beverage demand, retail promotions, fan campaigns, stadium visibility
Visa V FIFA partner Payments, fan spending, sponsorship visibility
Fox FOX / FOXA U.S. English-language broadcast exposure Advertising demand, live sports audiences, streaming engagement
Comcast CMCSA Telemundo, Universo, Peacock Spanish-language coverage, ad demand, streaming engagement
TKO Group TKO Official hospitality via On Location Premium packages, VIP access, corporate hospitality
McDonald’s MCD FIFA partnership Brand campaigns, fan promotions, match-day consumption
Nike NKE Team kits, athlete sponsorships, soccer demand Fan apparel, footwear, national team exposure
Puma PUMSY / PUM.DE Team kits and soccer products Jerseys, boots, fan demand
Dick’s Sporting Goods DKS Sports retail Soccer gear, apparel, fan merchandise
Academy Sports and Outdoors ASO Sports retail Soccer equipment and local consumer demand
Marriott MAR Hotels and loyalty Host-city travel, room demand, fan experiences
Hilton HLT Hotels Host-city bookings and travel demand
Hyatt H Hotels Premium and business travel demand
Airbnb ABNB Alternative stays Short-term rentals in and around host cities
Expedia EXPE Travel booking Flights, hotels, packages, trip planning
Booking Holdings BKNG Travel booking Global travel demand and accommodation bookings
Cava CAVA Restaurants Local traffic in host cities
Wingstop WING Restaurants / watch parties Group orders and sports-viewing demand
Starbucks SBUX Restaurants / travel traffic Host-city foot traffic and travel routines
DraftKings DKNG Sports betting Soccer betting volume where online betting is legal

Why FIFA 2026 Matter

The 2026 FIFA World Cup is the biggest sporting event and it will be the first men’s World Cup with 48 teams and 104 matches across the United States, Canada, and Mexico.

That creates more commercial surface area than a typical World Cup: more matches to broadcast, more teams selling merchandise, more host-city travel, more restaurant traffic, more payment volume, and more fan activity around the event. But the impact will not be equal. Official sponsors and rights holders have clearer links. Hotels, restaurants, retailers, travel platforms, and sportsbooks depend more on whether fan attention becomes real spending.

Companies With the Clearest World Cup Links

Adidas

Adidas has one of the clearest World Cup links because it is a FIFA partner and supplies the official match ball. The tournament can support demand for soccer balls, boots, kits, training gear, and fan merchandise, while also putting the Adidas brand in front of a global audience during every match.

Nike and Puma may also benefit from soccer demand, but Adidas has the more direct FIFA relationship.

AB InBev

AB InBev is the official beer sponsor of the FIFA World Cup 2026, with exposure through brands such as Budweiser, Michelob Ultra, Corona, and Stella Artois.

The link is straightforward: World Cup matches can drive watch parties, bar traffic, fan zones, and stadium-adjacent consumption. The caveat is scale. AB InBev is a global brewer, so the tournament is an event-driven demand window, not the whole business.

Coca-Cola

Coca-Cola has one of the longest-running FIFA relationships and remains one of the most visible consumer brands around the World Cup. Its exposure comes from beverage demand, retail promotions, stadium visibility, fan campaigns, and global brand activation. For a company this large, the World Cup may support brand relevance and event-related consumption, but it is unlikely to define full-year results on its own.

Visa

Visa is a FIFA partner with exposure to the spending layer around the tournament. Its link is tied to payments across tickets, hotels, flights, food, merchandise, hospitality, and fan purchases. A World Cup throughout North America could create a spending environment across host cities, though the tournament is still only one event within Visa’s much larger global payments business.

Fox

Fox has U.S. English-language World Cup broadcast exposure, giving it one of the cleaner media links to the event.For Fox, the World Cup is about attention. Live sports can attract large real-time audiences, which supports advertising demand, sponsorship packages, and streaming engagement. The North American time zone also makes the tournament more favorable for U.S. viewers.

Comcast

Comcast has Spanish-language U.S. World Cup exposure through Telemundo, Universo, and Peacock.

This matters because soccer has a large Spanish-speaking audience in the United States. Comcast’s link is not travel or merchandise. It is media rights, audience concentration, ad demand, and streaming engagement.

TKO Group

TKO Group has World Cup exposure through On Location, the official hospitality provider for FIFA World Cup 2026. That connects TKO to premium ticket-inclusive packages, VIP access, corporate hospitality, and high-end fan experiences. It is a more direct link than general hotel or travel exposure, though the impact still depends on demand, pricing, and execution.

McDonald’s

McDonald's is collaborating with the FIFA World Cup 2026 by offering a FIFA World Cup 26 Meal. Its exposure comes from brand campaigns, fan promotions, restaurant traffic, and match-day consumption. Like Coca-Cola, McDonald’s can gain marketing value from the tournament.

Companies With Indirect FIFA World Cup Exposure

Nike and Puma

Nike and Puma can benefit from the broader soccer cycle even without the same official FIFA role as Adidas. Their potential depends on team kits, athlete sponsorships, soccer footwear, fan apparel, and retail demand around high-profile players or national teams. The link is real, but it is more dependent on product mix, team popularity, distribution, and consumer spending.

Marriott, Hilton, Hyatt, Airbnb, Expedia, and Booking Holdings

Hotels and travel platforms sound like the obvious booming business for the World Cup because fans, media, teams, sponsors, and corporate guests all need travel and accommodation. Demand might vary by host city, match schedule, room supply, pricing etc.

Cava, Wingstop, and Starbucks

Restaurants and fast food chains can benefit from fan traffic, watch parties, and the activities in the host cities.

DraftKings

DraftKings could see more soccer betting activity during the World Cup in U.S. states where online sports betting is legal. The tournament can drive match betting, parlays, futures, in-play wagers, and casual fan engagement. 

The Bottom Line

The stocks most closely connected to the FIFA 2026 World Cup are companies with sponsorships, media rights, hospitality roles, payment exposure, or clear links to soccer-related spending.

Adidas, AB InBev, Coca-Cola, Visa, Fox, Comcast, TKO Group, and McDonald’s have some of the closest World Cup links. Nike, Puma, Dick’s Sporting Goods, Academy Sports, Marriott, Hilton, Hyatt, Airbnb, Expedia, Booking Holdings, Cava, Wingstop, Starbucks, and DraftKings might have an indirect impact.

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