Flutter Entertainment $FLUT ( ▲ 1.23% )
$246.04 | +9.2% YTD | +29.4% LTM
Flutter Entertainment climbs with FanDuel’s performance in the US and international strength across betting brands, despite sector volatility.

Adidas $ADDYY ( ▼ 1.29% )
€193.20 | +39.2% YTD | +43.5% LTM
Adidas continues its global run as a leader in sportswear, propelled by blockbusting kit supplier deals, surging event demand, and consistent cross-market apparel momentum.

DraftKings $DKNG ( ▲ 2.55% )
$33.98 | +38.5% YTD | +56.2% LTM
DraftKings keeps its spot among the best with surging US betting volumes, strong NFL seasonal tailwinds, new state launches, and positive analyst sentiment.

Genius Sports $GENI ( ▲ 1.37% )
$11.53 | +51.1% YTD | +81.2% LTM
Genius Sports gained ground on the back of a multi-year exclusive NFL ad and data deal, new partnerships in sports advertising tech, and momentum from international streaming/data contracts.

VanEck Video Gaming & eSports ETF $ESPO ( ▲ 1.46% )
$120.02 | +40.6% YTD | +54.9% LTM
ESPO rises with the industry-wide move into digital gaming and esports, backed by growing ad revenues, tournament prize pools, and heightened international investor interest.

FuboTV $FUBO ( ▲ 1.72% )
$3.88 | +97.9% YTD | +104.7% LTM
FUBO dominates the leaderboard, thanks to explosive growth in subscribers, aggressive expansion of sports-betting integration, and strong performance in sports streaming ad revenues.

Why These?

🎰 Streaming, betting, and data technology (FUBO, GENI, DKNG, FLUT) lead the broader sector on high growth and digital disruption.
👟 Apparel and ETF exposure (ADS, ESPO) offer global reach and consistent gains with less volatility, making them important for balanced sports investment portfolios.

DraftKings $DKNG ( ▲ 2.55% ) surged 3.5% this week after delivering Q3 results well above analyst forecasts, with revenue climbing to $1.51 billion, beating the consensus estimate of $1.39 billion and marking year-over-year growth of 37%.

The company’s adjusted EBITDA turned positive ahead of schedule, reaching $129 million for the quarter, while updated full-year guidance for 2025 was lifted to a revenue range of $6.45 to $6.70 billion, supported by projected year-end profitability and robust cash generation. The NFL partnership remains a core accelerator, driving user acquisition and engagement: in-game microbetting volumes hit new highs, and average revenue per monthly active user exceeded $170 for the quarter.

DraftKings is scaling its platform across 25+ states, with new launches in North Carolina and potential additional markets in Q4. Private equity appetite is also heating up, as Apollo Global Management reportedly explores a strategic investment, highlighting DraftKings’ growing appeal as a capital-light, data-rich player in regulated gaming. The company’s margins benefited from continued product innovation and tight cost control, with marketing spend down 11% year-on-year while bet volumes rose 18%. With more than 2.3 million monthly active bettors, a rapidly expanding live sports content ecosystem, and deep NFL data integrations, DraftKings is redefining the business of sport in America.

This week’s results confirm that sports betting is no longer just a niche, it’s now embedded within the broader sports economy, setting new benchmarks for growth, engagement, and digital fan monetisation.

Following 2024 rule changes, private equity groups have achieved majority control across the NWSL, driving average franchise valuations up 57% year-on-year. Sixth Street’s $TSLX ( ▲ 1.6% ) $53 million buy-in to Bay FC typifies a trend of mission-driven investment and rapid growth, with league-wide enterprise value set to top $1 billion by 2026.

Cricket Australia is engaged in talks to sell a minority stake in the Big Bash League to CVC Capital, aiming to accelerate international expansion and inject new capital into the league. Analysts estimate the deal could value the BBL at more than A$500 million.

RedBird Capital $REDBIRD.X ( 0.0% ) is in discussions to sell a minority stake to Temasek Holdings valuing AC Milan at €2.2 billion. This could be one of Serie A’s highest valuations, reflecting a bullish private capital outlook on top European football brands.

Saudi Arabia’s Public Investment Fund has tabled a €1.8 billion bid for a 20% equity stake in LaLiga, building on its Vision 2030 sports drive and its privatization of SPL clubs. This would mark Europe’s first sovereign wealth fund partnership at the league level and is attracting top talent into the SPL, with club valuations hitting record highs and Saudi-owned franchises driving transfer market activity.

UFL investor Mike Repole and backers (RedBird Capital, Dwayne Johnson, FOX, ESPN) announced plans to relocate three teams into soccer-specific stadiums, rebrand Texas franchises into MLS venues, and expand the league from eight to sixteen teams by the mid-2030’s. The moves aim to boost franchise value, control costs, and position the UFL for new national media deals.

Major League Soccer awarded Phoenix a new $700 million franchise, funded by Mat Ishbia and Larry Fitzgerald with a scheduled debut in 2028. The deal reflects surging MLS franchise values and ongoing investor appetite for US sports team assets.

The Women’s Super League (UK) set a new £40,000 annual minimum for players aged 23+, exceeding US NWSL norms and implementing club spending caps (80% of team revenue plus limited owner contributions). The reforms strengthen financial sustainability and salary parity, making the WSL the global benchmark for investment in women’s football.

New York City’s first privately funded all-women’s professional sports arena closed $1.05 billion in investment, with Google Workspace $GOOGL ( ▲ 0.64% ) securing naming rights for the venue’s launch in Brooklyn in 2028. The project signals surging investor confidence in women’s sports infrastructure.

Tottenham Hotspur launched a £875 million bond to partially finance redevelopment of Northumberland Park, which will include a new basketball arena, concert venue, and urban infrastructure upgrades. The bond, among the largest in UK club history, is designed to unlock new revenue sources and support long-term growth.

The $2.3 billion Las Vegas Sphere, renowned for immersive event technology, will host the NBA All-Star Game in 2027, featuring 360° broadcast tech and real-time data overlays.

Epic Games is developing a $1.5 billion Miami-based esports and entertainment complex, targeting major tournaments and gaming activations with cutting-edge tech integration.

Europe’s top five leagues have secured $1.1 billion in new sponsorship deals in just three months, part of a $5.4 billion annual total. First-time brands such as Robinhood, BYD, Vodafone, Visit Maldives, Louis Vuitton, and Stanley 1913 make up 53% of these deals. Financial services (16%), drinks (10%), and sports apparel (6%) lead the sector surge. Adidas $ADDYY ( ▼ 1.29% ) remains the top sponsor, increasing kit spend by $100 million and accounting for 11% of total market spend, almost double Nike’s share.

Amazon Prime Video, streaming 67 NBA games this season, offset its $1.8 billion rights fee with presenting sponsorships from AT&T, Mercedes-Benz, and Wingstop. Premium ad rates and tournament tie-ins are capturing younger viewers and boosting revenue.

Amazon’s Thursday Night Football set a streaming record, topping 16.8 million viewers and surpassing ESPN’s cable numbers for the first time.

NBC & Peacock’s $CMCSA ( ▼ 2.59% ) NBA coverage has sold out nearly all ad inventory, landing 170 sponsors, including new deals in auto, finance, QSR, and tech sectors. AmEx $AXP ( ▲ 2.06% ) anchors halftime sponsorships; DraftKings $DKNG ( ▲ 2.55% ) , Kia $krx, State Farm, and McDonald’s $MCD ( ▼ 0.01% ) headline multi-night and studio integrations.

The Skins Game returns on Black Friday (Nov 28) after 17 years, featuring Justin Thomas, Xander Schauffele, Keegan Bradley, and Tommy Fleetwood at Panther National in Florida. Prime Video will air the event globally, reviving the classic format where each hole is worth a “skin” but adding a $1 million “reverse purse” for each player that rises or falls based on performance. Produced by Pro Shop, PGA TOUR Studios, and Propagate Content, this reimagined Skins Game taps into golf’s demand for high-stakes, short-form entertainment, blending prize drama and streaming exclusivity for maximum sponsor and viewer impact.

DAZN has secured global merger rights for boxing and MMA pay-per-views, launching unified cross-promotion and consolidated streaming for fight fans.

China’s Future Investment Forum in Xiamen saw sports and tech leaders highlight the role of AI in broadcasting, athlete training, venue operations, and historical content preservation, with Alibaba demonstrating Olympic applications in video analytics and image restoration. Emerging opportunities span fitness, wellness, sports-tourism, and elderly/youth markets; cross-sector initiatives and phased, tech-driven investment are reshaping sustainable growth.

WHOOP’s new AI-powered recovery index is being integrated into Premier League team dashboards, enhancing athlete monitoring and performance data.

Sorare expands its NFT fantasy sports offering with a new World Rugby deal, introducing digital card collectibles for rugby union and tapping new fan engagement revenue streams.