Soccer fans will descend on cities across North America soon for the World Cup, with big implications for local economies as well as markets. <\/p>\n
Ticket prices for this year’s tournament are the highest in history,<\/a> but the stands are still expected to fill up. The longest and most expensive World Cup could have a major knock-on effect for particular corners of the stock market, Deutsche Bank analysts said on Tuesday. <\/p>\n “Our analysts in leisure, restaurants and beverages, media, tech, and gaming see names in their coverage for which the World Cup could be a supportive factor for shares,” wrote analyst Matthew Barnard. “These names may also see more exposure compared to prior years, as this is the largest (16 more teams than in 2022 playing 104 matches, or 40 more than 2022) and longest (39 days) World Cup, yet.”<\/p>\n Barnard and his team broke down which areas of the stock market investors should focus on to ride the wave of World Cup mania this summer. <\/p>\n Consumer Stocks<\/p>\n Among consumer stocks, Deutsche analysts see the highest potential for companies in lodging, transportation and food and beverage. Barnard noted that while almost all hotel REITs will likely benefit from the World Cup, results will vary widely.<\/p>\n “Our sense is that full-service hotels may see a larger Total RevPAR benefit from the men’s World Cup, since many team delegations will pay premiums to occupy entire floors while also utilizing meeting spaces and food and beverage outlets or catering services,” he added.<\/p>\n The analyst shared four stock picks in the real estate and hotel space, all of which Deutsche rates as buys.<\/p>\n The analysts also highlighted Airbnb <\/a>as an alternative lodging stock to buy, noting that major sporting events often lead to spikes in both supply and demand for home sharing. Goldman Sachs also touted the hotel alternative<\/a> as a likely beneficiary from the World Cup.<\/p>\n