The World Cup is here. The ultimate international soccer tournament—a 39-day, 104-match extravaganza held across 16 cities in the U.S., Mexico, and Canada—kicks off today. And JPMorgan equity researchers, as is their wont, have identified a basket of World Cup stocks that could benefit from the massive economic windfall it’s expected to bring with it.
How big? FIFA says 6.5 million people are expected to attend matches, and it anticipates roughly $14 billion of event-related expenditures, good for a $17.2 billion bump in U.S. GDP alone.
In a research note out this morning JPMorgan says, “while anticipation for the tournament is high, expectations for likely beneficiaries are quite low given a challenging macro backdrop, geopolitical uncertainty and growing concerns about the low-end consumer. Given the magnitude of this approaching catalyst, we expect market sentiment to improve.”
JPMorgan’s suggestion? Going tactically long two different baskets of World Cup stocks expected to benefit from the tournament.
Related: 7 Best Growth Stocks to Buy Right Now [Find Your Edge]
One is a group of beneficiaries set to capture World Cup spending, split into several segments:
- Lodging: “Our Lodging Research team estimates $910 million in incremental U.S. hotel room revenue connected to the World Cup, translating to 30 to 40 basis points of RevPAR growth. Further, host city RevPAR should increase 7% to 25% in June-July 2026.” RevPAR (Revenue Per Available Room) is a key performance indicator in the hospitality industry.
- Advertising: JPMorgan’s Internet team expects “$5 billion of incremental global advertising spending, of which $4 billion should flow to digital channels (73% digital penetration).”
- Rideshare/food delivery: JPMorgan’s Internet team “expects gross bookings to increase $377 million to $73 million.”
- Rental car companies: “We expect rental car companies to benefit on structurally favorable rental conversion with ~60% of matches located in sprawl/drive markets across the three countries,” JPMorgan says.
JPMorgan also sees beneficiaries in restaurants, airports, secondary ticketing, and consumer businesses. Among its Overweight (Buy)-rated beneficiaries:
| World Cup Beneficiaries | |||
|---|---|---|---|
| Name | Ticker | Price Target | 6/10 Closing Price |
| Alphabet | GOOGL | $460.00 | $356.38 |
| Booking Holdings | BKNG | $208.00 | $160.64 |
| Doordash | DASH | $250.00 | $151.00 |
| Draftkings | DKNG | $31.00 | $28.79 |
| Flutter Entertainment | FLUT | $155.40 | $112.94 |
| Hilton Worldwide | HLT | $363.00 | $338.22 |
| Hyatt Hotels | H | $205.00 | $190.63 |
| Motorola Solutions | MSI | $520.00 | $411.64 |
| New York Times | NYT | $82.00 | $73.00 |
| TKO Group Holdings | TKO | $225.00 | $208.45 |
| Uber Technologies | UBER | $110.00 | $68.61 |
| Source: JPMorgan Equity Strategy and Global Thematic Research | |||
JPMorgan’s research team also notes that World Cup sponsors have delivered strong relative performance through the past two events, so it also recommends exposure to some of the tournament’s official brands. Among its Overweight (Buy)-rated beneficiaries.
| World Cup Sponsors | |||
|---|---|---|---|
| Name | Ticker | Price Target | 6/10 Closing Price |
| American Airlines | AAL | $22.00 | $13.42 |
| Bank of America | BAC | $57.50 | $54.54 |
| Coca-Cola | KO | $85.00 | $83.59 |
| McDonald's | MCD | $305.00 | $282.52 |
| PepsiCo | PEP | $178.00 | $144.32 |
| Visa | V | $400.00 | $322.96 |
| Source: JPMorgan Equity Strategy and Global Thematic Research | |||
However, the firm notes that there are several risks to the World Cup theme, including changes to U.S. immigration policy and geopolitical headwinds. It adds that some of the stocks mentioned could see offsets if consumers focused on the World Cup do so at the expense of concerts, entertainment, and travel to non-host cities.
What If I Need Help Picking Stocks?
Motley Fool Stock Advisor is a stock picking service that espouses my favorite, plain-vanilla trading style: buy-and-hold. Fool analysts provide recommendations for both “Steady Eddies” and potential high-flying stocks with sound fundamentals—exactly the combination of holdings you want to generate strong performance without risking extremely high volatility.
Importantly, Stock Advisor doesn’t just give you a list of tickers and call it a day. It also provides investment rationales and research for each pick to help educate you before you buy.
Stock Advisor has returned more than 900% since its founding in February 2002, more than tripling the S&P 500 over that time (as of 6/11/26). You can join this service at a discounted rate for the first year, and get a 30-day membership-fee-back period, if you sign up for Stock Advisor today.
- Motley Fool Stock Advisor is a stock service that provides recommendations for both "steady Eddie" and high-flying stocks, as well as a few ETFs for investors who want diversified holdings, too.
- Just getting started? Stock Advisor provides 10 "Foundational Stocks" you can use to anchor your portfolio.
- You're not alone! Stock Advisor membership also gives you access to a community of investors who also want to outperform the market and love talking shop.
- Enjoy access to GamePlan: Motley Fool's financial planning hub, which includes advice on personal finances, taxes, retirement, and more, as well as calculators and other financial tools.
- Limited-Time Offer: Get your first year with Stock Advisor for $99 (vs. $199 usual value)—a 50% discount for new members!—by clicking our link.*
- Discounted introductory price
- Strong outperformance compared to the S&P 500
- High overall average return for stock picks
- High renewal price
- Not every stock is a winner
Read More From Young and the Invested
- 15 Best Long-Term Stocks to Buy and Hold Forever
- Buy ‘The Future’: 5 Tech ETFs You Should Own
- iShares Target-Date ETFs: A Retirement Tool for All
Please Heart ❤️, Follow and Subscribe
Did you find this article helpful?
1. Click the Heart Button.
2. Follow WealthUpdate —-> https://flipboard.com/@WealthUpdate
3. Subscribe to Retire With Riley, our free weekly retirement planning newsletter.
Disclaimer: This article does not constitute individualized investment advice. Securities, funds, and/or other investments appear for your consideration and not as personalized investment recommendations. Act at your own discretion.
