(https://www.cnbc.com/2026/06/16/the-2026-fifa-world-cup-could-boost-fanduels-owner-wedbush-says.html), but the macro read is backwards. A massive sporting event creates SHORT-TERM handle spikes — we've seen that playbook work. The real question is what happens to cohort unit economics when customer acquisition costs spike during event seasons and payback periods stretch beyond 12 months. Retail sportsbooks priced for normalized CAC.

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