economy
The World Cup could add $17 billion to the U.S. economy. Here are the stocks set to benefit
The 2026 World Cup could add $17 billion to the U.S. economy, largely driven by digital advertising, travel and consumer spending.
TL;DR
- The 2026 FIFA World Cup will be jointly hosted by the U.S., Canada, and Mexico.
- The event is expected to be the largest single-sport event in history, drawing 48 nations and over 6.5 million fans.
- The tournament is projected to generate $14 billion in event-related spending and contribute $17.2 billion to the U.S. GDP.
- JPMorgan identifies potential investment upsides in secondary ticketing, online travel, lodging, ride share, food delivery, advertising, airports, and car rentals.
- Digital advertising is expected to be a major winner, generating an estimated $5 billion in incremental global advertising spending.
- JPMorgan recommends exposure to its '2026 World Cup Beneficiaries Basket' and '2026 World Cup sponsors' baskets, with specific overweight-rated stocks including Alphabet, TKO Group, Booking Holdings, Coca-Cola, DraftKings, McDonald's, Doordash, and American Airlines.
- Despite macroeconomic concerns, JPMorgan strategists anticipate improved market sentiment due to the magnitude of the World Cup catalyst.