Key facts
- Deutsche Bank analysts identified stocks expected to benefit from the World Cup.
- Sectors highlighted include hotels, advertising, and sports betting.
- The 2026 World Cup will feature 104 matches over 39 days.
- Hotel REITs like DiamondRock Hospitality and Host Hotels & Resorts received buy ratings.
- Media companies Fox and Comcast are expected to gain from advertising revenue.
- Sports betting firms Flutter Entertainment, DraftKings, MGM Resorts, and Caesars Entertainment also received buy ratings.
- International hotel reservations in South Florida are weak for the event.
Deutsche Bank analysts have identified specific stocks poised to benefit from the upcoming FIFA World Cup, highlighting potential growth in the lodging, transportation, food and beverage, media, advertising, and sports betting sectors. They noted that this year's tournament will be the largest and longest ever, potentially amplifying its market impact. Full-service hotels are anticipated to see increased revenue from team delegations and event services. Media companies holding broadcast rights, such as Fox and Comcast, are expected to benefit from higher advertising revenue. For sports betting, analysts issued buy ratings for Flutter Entertainment, DraftKings, MGM Resorts International, and Caesars Entertainment. Several restaurant and bar chains near World Cup cities were also mentioned, including Sweetgreen, Shake Shack, The Cheesecake Factory, and Jack in the Box. However, international hotel reservations in South Florida are reportedly weak compared to previous mega-events, and inflation concerns may temper overall economic benefits.