23 June 2026 | 12:06AM EDT Equity Research GLOBAL CONSUMER STAPLES FIFA World Cup 2026: An early read suggests improving trends within alc-beverages, lodging, and select retailers Our View - The 2026 FIFA World Cup kicked off in the US on June 12, and while it remains very early in the tournament (not ending until July 19), our initial review of industry data suggests the event is beginning to drive measurable improvement in consumer activity across several categories. In this report we highlight the key tr ...