FIFA World Cup 2026: Improved trends within alc-beverages, lodging, and select retailers

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FIFA World Cup 2026: Improved trends within alc-beverages, lodging, and select retailers

has accelerated strongly during the World Cup, alongside signs of solid customer Goldman Sachs & Co. LLC

Nicholas Vidgeracquisition (we estimate that the World Cup has boosted the LTM run-rate of app +1(212)934-0631 |

downloads by a DD% in the US/UK and a HSD% in Italy). For short-term rentals nicholas.vidger@gs.comGoldman Sachs & Co. LLC

within our US Internet coverage, most host cities experienced DD%+ YoY growth in Ethan Huntley

pricing and demand trends. In US Hardlines Retail, both Academy Sports + Outdoors +1(617)772-7940 | ethan.huntley@gs.com

(ASO) and Dick’s Sporting Goods (DKS) experienced stronger traffic trends for Goldman Sachs & Co. LLC

June/July-to-date vs. prior years in locations near the stadiums, though we observed Ankit Prasad

+1(212)934-6394 |

a more significant lift at DKS. Furthermore, reads from Placer indicate traffic ankit.prasad@gs.com

Goldman Sachs India SPL

acceleration at select apparel retailers, including Hollister, while lodging demand has

Tom Hulls

strengthened in host and surrounding markets according to STR and AirDNA, with +44(20)7774-7641 | tom.hulls@gs.com

both occupancy and pricing picking up for both hotels and short-term rentals. Goldman Sachs International

Emily Ghosh

Overall, our analysis suggests the World Cup generated incremental consumer +1(713)658-2632Goldman Sachs & Co.| emily.ghosh@gs.comLLC

spending across multiple categories, with lodging, select areas of retail, and alcoholic Shanika Paul

beverages emerging as primary beneficiaries. For context, our analysis leverages +1(212)902-7136shanika.paul@gs.com|

data from AirDNA (through July 11), Nielsen (through July 11), Placer (through July Goldman Sachs & Co. LLC