 There’s a moment people don’t plan for. You’re older than you expected to be at work. The retirement date is still technically there — just further away than it used to be. And it didn’t move once. It moved slowly. Then repeatedly. Until it became normal. That’s what structural pressure on you looks like in real life. Not collapse. Drift. The drift is real. And what’s causing it was always out of your hands. You’re not falling behind — you’re adjusting. You’re being realistic. Responsible. Until you look up and realize the life you were building toward has become a smaller one. More time spent working. Less time living the retirement you actually planned for. That’s not bad luck. That’s not a personal failure. That’s what happens when the environment your retirement depends on changes—without you ever being told. Here’s how much this is costing you-- and what you can do about it. Best, Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio P.S. Your drift feels like adjustment. The cost shows up later — as the retirement you didn’t get to live. There’s still time to change that — but not much.
Special Report
The World Cup Is Coming—These 3 Stocks Could Cash InWritten by Chris Markoch. Originally Published: 6/11/2026. 
Key Points
- Coca-Cola and Anheuser-Busch InBev have long-standing FIFA sponsorships that could provide brand exposure and support for their stocks during the 2026 World Cup.
- Both KO and BUD have delivered strong gains in 2026, but their recent rallies may limit near-term upside despite attractive dividend and valuation characteristics.
- Flutter Entertainment may be the most compelling World Cup trade due to FanDuel's market leadership, strong earnings growth forecasts, and the expanding sports betting market in North America.
- Special Report: Sneak Peek: Wall Street’s Little Black Book
Investors have had plenty of headlines to consider over the past month, and the start of the FIFA World Cup may be another. This will be the first World Cup hosted across three nations in history, spanning the United States, Canada, and Mexico. It’s projected to inject $41 billion into global gross domestic product (GDP). That’s enough to pique investor interest. But where should they look?
Over the last 10 years, at least, there hasn’t been a World Cup catalyst for the broader market. But the event has boosted some sector-specific stocks. Not surprisingly, Nike Inc. (NYSE: NKE) has been one of those names. The company will have its iconic swoosh prominently displayed again this year. Nike could use the catalyst. However, there are two other names that have a history of strong outperformance during the World Cup. More on that later. This will also be the first World Cup in which sports betting is legal in much of the United States. That could give one gaming stock an asymmetric advantage and a potentially profitable lead-in to the heavily bet football season. Can KO Stock Keep Climbing After Its Strong 2026 Rally?The Coca-Cola Company (NYSE: KO) doesn't just sponsor the World Cup—it practically co-owns the brand equity around it. Coca-Cola has been a FIFA partner for nearly 50 years and is back as the official non-alcoholic beverage sponsor of the FIFA World Cup 2026. In 2026, Coca-Cola is running three television campaigns, a global Trophy Tour, a Panini sticker partnership with exclusive bottle labels, and fan experiences across all 16 host cities. The company also launched a social content series featuring a José Mourinho AI digital twin. This shows how the company is leaning into both football culture and emerging technology to keep the brand relevant to younger audiences. The risk is that growth may already be priced in. KO is up about 19% in 2026, with much of that move occurring over the last three months. That puts the stock roughly 4% above its consensus price target of $86.87. However, there’s a reason to own KO beyond near-term capital gains. Many investors are looking at dividend stocks as part of a flight to safety from an overheated tech trade. Coca-Cola is a Dividend King that has increased its dividend for 64 consecutive years. Is There Still Upside Left in BUD Stock?The beer sponsorship at this World Cup is a two-brand story under one parent. Anheuser-Busch InBev (NYSE: BUD) owns both Michelob Ultra and Budweiser, the tournament's official beer sponsors, with Michelob Ultra leading the company's World Cup push. The nearly 40-year relationship between AB InBev and FIFA is one of the longest active corporate partnerships in international sports. Anheuser-Busch has made a strong recovery from a much-publicized marketing event tied to its Bud Light brand that correlated with a decline in alcohol consumption among millennial and Gen-Z consumers. BUD is up 28% in 2026, which, like Coca-Cola, may raise questions about whether the upside is limited. The fundamentals offer some support. BUD carries a consensus "Buy" rating with a consensus price target of $93.42, which still suggests about 13% upside. Wells Fargo and JPMorgan have both issued "overweight" ratings since the company’s Q1 2026 earnings report. The risk is that any controversy around alcohol and major sporting events, which has been a recurring narrative at prior World Cups, could reverse investor sentiment. However, after dividend cuts in 2019 and 2020, largely fueled by debt concerns, Anheuser-Busch has started to raise its dividend again, which could make the stock attractive to long-term investors. Flutter: A Contrarian Play With Deep RootsThe World Cup is the single largest global betting event, even bigger than the Super Bowl. It’s a testament to soccer’s international reach. That’s where the case for Flutter Entertainment plc (NYSE: FLUT) starts. Strictly based on fundamentals, there are reasons to like Flutter. The parent company of FanDuel has a forward price-to-earnings (P/E) ratio of around 23x. That's below the consumer discretionary sector average. Analysts are also forecasting nearly 70% earnings growth over the next 12 months. FLUT is also trading about 68% below its consensus price target of $189.26. But there’s another reason investors should consider it, and it speaks to the company’s roots. Flutter is based in Ireland, and it started as a merger between Paddy Power and Betfair. These companies were built largely on Premier League and Champions League betting. Some may dismiss that as anecdotal, but Flutter is the dominant sports betting app in the United States and has the operational playbook from running premier football-betting brands in Europe to capture American and Canadian bettors who are newer to the sport. . |
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