Adidas is aggressively rolling out World Cup-themed kits, boots, and BAPE collaboration, expecting low‑single‑digit sales boost in 2026.
Nike focuses on Aero‑FIT cooling apparel and new football boots, modeling a smaller yet meaningful revenue uplift from the tournament.
Analysts rate both Nike and Adidas as Outperform despite YTD declines, citing the World Cup as a halo driver for broader categories.
Nike may need another quarter to reflect benefits, while Adidas’s growth could take longer to materialize.