What This "Three Peat" Means for Investors

Trump tariff threats and artificial intelligence (A.I.) meltdowns are rattling investors.

And the volatility is threatening to undermine an event not seen for decades on Wall Street.

You see, U.S. equities are attempting a “three peat” in 2025.

That’s three consecutive years of 20% gains or more. A feat last accomplished on the S&P 500 in the late 1990s.

But today, let’s set aside the tariff talk and A.I. uncertainty… Instead, let’s talk about how one of America’s storied franchises is attempting a three peat of its own this year.

That’s right, we’re mere days away from one of the most celebrated sporting events on the planet… Well, at least in the U.S.

Super Bowl LIX.

And this year it’s a crowd of familiar faces.

The Kansas City Chiefs, cheered on by one of the most famous entertainers in the world, Taylor Swift, will take on Saquon Barkley… and I guess, the rest of the Philadelphia Eagles.

This is a rematch of Super Bowl LVII… which the Chiefs won. (Though the Eagles were Saquon-less at the time.)

And if the Chiefs defeat the Eagles again this year, it will mark the first time a professional American sports team has won three championships in a row since the Los Angeles Lakers in 1989… as well as the first NFL team to accomplish a three peat since the Green Bay Packers in 1967.

Not even Tom Brady and the New England Patriots accomplished a Super Bowl three peat.

But for investors, the big game means a chance at big money. And two of my favorite names are in the spotlight…

A $1 Billion Pay Day

This Sunday, Super Bowl LIX will be played at Caesar’s Superdome in New Orleans.

Now, New Orleans – America’s party mecca - and the Super Bowl tend to go hand-in-hand. The city has hosted the big game 11 times and every decade since the 1970s.

It’s also vital to understand that for local governments, hosting a Super Bowl is akin to winning the lottery.

For example, last year’s Super Bowl – Super Bowl LVII – was held at Allegiant Stadium in Las Vegas, Nevada. It featured the ever-present Kansas City Chiefs (who have appeared in five of the last six Super Bowls) versus the San Francisco 49ers… And of course, the Chiefs won.

Well, the windfall for Las Vegas was a collective 289,000 room nights and more than $1 billion in economic activity for the city... for a week! And Harry Reid International airport screened a single-day record of 106,000 passengers the Monday after the Super Bowl.

This year, the cheapest ticket to attend the game is more than $3,600!

But that financial impact is merely at the physical location of the game.

The Super Bowl is a nationally televised event. And Super Bowl LVIII was watched by 123.7 million viewers… making it not only the most watched Super Bowl ever, but it scored the largest audience for a television broadcast in U.S. history.

All those eyes translate into sky-high demand for advertising space.

This year, a 30-second commercial during the Super Bowl costs $8 million... and the broadcast network Fox Corp (FOX) sold out every available slot months ago. Keep in mind, that price tag is just the airtime. That doesn’t include production costs.

Beyond broadcasters, I’m also a fan of The Trade Desk (TTD) here as well. The company is the largest demand-side platform in digital advertising and is benefiting from AI. It will also report fourth quarter earnings on February 12 – a report shares haven’t fallen on since going public in 2016.

But beyond the commercials – and the actual game – the Super Bowl is about Americans inhaling disturbingly large quantities of food.

A Day of Gluttony

Super Bowl Sunday is the second-largest food holiday in the U.S. The only holiday larger is Thanksgiving.

During the game, 48 million Americans will order takeout. And 60% of those orders will be for pizza. This is a vital sales day for chains like Domino’s (DPZ) and Papa John’s International (PZZA). And most local pizza places will see their sales double during the Super Bowl!

It’s also the final day in America’s winter pizza splurge. The top pizza-consuming days in the country are Thanksgiving Eve, Super Bowl Sunday, Halloween, New Year’s Eve, and New Year’s Day. Those all fall between the end of October and the middle of February.

Keep in mind, shares of Domino’s have only ended February lower five times over the past 20 years. November is the only month with a better chance of success. And Domino’s best received earnings release of the year is the fourth quarter.

Americans will also consume more than 100 million pounds of chicken wings during the game, a busy day for Wingstop (WING), Buffalo Wild Wings and others. This year, the expectation is for 1.45 billion wings to be scarfed down!

To put that in perspective, if a person ate 50 wings every day of their life, it would take 79,452 years to eat them all.

Now, to wash all of that salty, greasy food down, Americans spend as much as $1.3 billion on beer during the Super Bowl festivities. The most popular beers are Bud Light and Budweiser from Anheuser Busch/InBev (BUD), Corona from Constellation Brands (STZ), and Samuel Adams from Boston Beer (SAM).

Though, with the poor earnings we’ve heard from Constellation, warnings from Boston Beer, and the popularity of the “sober movement,” the big game is no longer an easy win for beer makers.

We’re mere days away from the biggest sporting event on the American calendar.

There’s plenty of money being spent - and to be made - this weekend. Maybe even a little history. But here’s the deal, if you hate football, the Chiefs, the Eagles, or all three, your portfolio can walk away the victor… if you play it smart.

Rooting for a touchdown for investors,

Matthew