Stock Markets August 5, 2026 12:42 PM

Tanger credits World Cup crowds for June-July traffic and sales lift

CEO says international and domestic visitors boosted outlet center activity as firm posts annual sales gain and strong Q2 performance

By Jordan Park
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Tanger reported higher shopper traffic and sales during June and July tied to World Cup-related visitation. With properties in eight of the 11 host cities, the company said the tournament presented a chance to reach new customers and that athletic and American brands performed well. Management attributed quarterly strength to marketing and traffic-driving programs and logged a 5% rise in sales for the year.

Tanger credits World Cup crowds for June-July traffic and sales lift
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Key Points

  • Tanger reported increased shopper traffic and sales in June and July tied to World Cup visitors.
  • The company operates in eight of the 11 host cities and recorded a 5% increase in sales for the year; marketing and traffic-driving programs were cited as contributors to strong second-quarter results.
  • Athletic and major American brands (Polo, Michael Kors, Kate Spade, Coach, Nike) performed well as international visitors sought dining and brand experiences at outlet centers.

Tanger said it experienced elevated foot traffic and sales during June and July as the World Cup drew both international and domestic visitors to its outlet centers located in host cities.

The outlet operator has properties in eight of the 11 cities that hosted tournament matches. CEO Stephen Yalof told CNBC that the company treated the event as an opportunity to introduce the Tanger brand to new shoppers.

"We knew when you get these new visitors that come for a huge magnet event like World Cup, you've got one opportunity to introduce them to your brand, and then hopefully they become a great ambassador for the brand if they have a great experience," Yalof said.

For the year, Tanger reported a 5% increase in sales. Yalof noted that athletic brands were among the better-performing categories during the tournament weeks.

"Traffic drives sales. Traffic and sales always move together," Yalof said.

According to Yalof, international visitors were seeking American experiences while in the U.S., including dining options and familiar brands available at or near Tanger locations. The outlet format, management said, allowed these visitors to purchase American labels such as Polo, Michael Kors, Kate Spade, Coach, and Nike at reduced prices.

Yalof also pointed to an uptick in domestic travel, saying that Americans chose to remain in the country amid higher oil prices and broader global conditions. Tanger reported strong second-quarter results on Tuesday and attributed those results to marketing initiatives and programs designed to drive traffic.

The company operates centers that combine retail with food and beverage and entertainment offerings, a mix management cited in explaining how Tanger attracts and serves both domestic and international visitors during major events.


Context and company comments

Management framed the World Cup as a concentrated source of incremental traffic that provided exposure to new customers and helped lift sales in the mid-year period. Tanger's quarterly update credited marketing and traffic-focused programming for supporting the stronger performance recorded in the second quarter.

Risks

  • Event-driven traffic spikes may be temporary; the long-term conversion of one-time visitors into repeat customers is uncertain - this affects retail sales and consumer-facing real estate performance.
  • Foot traffic is sensitive to broader travel patterns, which the company said were influenced by higher oil prices and global conditions, creating variability for the hospitality and retail sectors.
  • Performance relies in part on concentrated exposure in tournament host cities (eight of 11), which could lead to geographic concentration risks for center-level visitation and sales.

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