The World Cup will boost these hospitality stocks, Deutsche and Goldman say The 2026 FIFA World Cup, hosted by the U.S., Mexico, and Canada, is expected to provide a temporary tailwind for sectors including leisure, restaurants, beverages, media, tech, and gaming. Deutsche Bank highlighted U.S. restaurant brands near host cities and media companies with broadcast rights, while Goldman Sachs forecasts a boon for consumer staples, retail, lodging, leisure, and airlines. Both banks anticipate increased consumer spending but see negligible effects on U.S. GDP due to the tournament’s scale compared to ongoing macro events.

• The 2026 FIFA World Cup is expected to boost sectors like leisure, restaurants, beverages, media, tech, and gaming.
• Deutsche Bank identified U.S. restaurant brands (Sweetgreen, Shake Shack, The Cheesecake Factory) and media companies (Fox, Telemundo) as key beneficiaries.
• Goldman Sachs forecasts positive impacts on consumer staples (brewers), consumer discretionary, retail, lodging, leisure, and airlines.
• Goldman Sachs specifically mentioned brewers like AB InBev, Constellation Brands, Molson Coors, Heineken, and Carlsberg as likely beneficiaries.
• Despite increased consumer spending, both banks predict negligible effects on U.S. GDP.
• The expanded 48-team format is expected to generate record U.S. advertising revenue.