The Financial Espresso "Acquirers & world cup; Worker's Credit data; IOF..."

Research evidence excerpt

The Financial Espresso "Acquirers & world cup; Worker's Credit data; IOF..."

Global Research

23 June 2026ab

The Financial Espresso Equities

Latin AmericaAcquirers & world cup; Worker's Credit data;

IOF on pension; Crop plan; Digimais; Argentina Financial

& Colombia updates KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

World cup can move R$ 61 billion and take almost 100mn Brazilians shopping Thiago Batista, CFA

Analyst

According to Mercado & Consumo, a survey conducted by SPC Brasil revealed that thiago.batista@ubs.com

60% of consumers intend to spend on goods and services during the 2026 world cup, +55-11-3513 6518

representing approximately 99.2 million individuals. With an average ticket size

Camila Azevedo

estimated at R$ 619 per consumer, the anticipated economic activity is projected to

Associate Analyst

reach roughly R$ 61 billion nationwide. Physical purchases remain dominant, with camila.azevedo@ubs.com

70% of respondents citing supermarkets and 33% mentioning street shops as +55-11-2767 6881

preferred venues. On digital platforms, 51% of participants highlighted delivery

Bruno Kenji

apps as their primary choice. Regarding payment methods, 57% of those surveyed

plan to use Pix, and 90% indicated their intention to pay upfront. Nevertheless, 27% bruno.kenji@ubs.com

expressed plans to utilize credit card limits or overdrafts to finance expenses during +55-11-2767 6056

the event. Additionally, the study shows that 61% of consumers planning to spend

Beatriz Shinye

during the world cup already have overdue bills, with 70% of this group listed as

having negative credit status. Our take: Although it is still early to assess the beatriz.shinye@ubs.com

effects, we believe that STNE and PAGS are likely to experience a neutral to slightly +55-11-2767 6569