GBR Tuesday | Why Now’s the Time to Buy Golf Stocks — and the Names to Watch
Every Tuesday and Friday Morning, We Bring You the Ten-Minute Summary of What Happened Last Week in the Golf Industry While you Were Golfing.
Good morning, GBR family — Tom here. Today’s bulletin is a short one, with just a single story, but one we think is worth your full attention. Last week, we dropped the ball — or rather, didn’t putt the paywall where it should’ve been. Our full piece on "Rorynomics": What McIlroy’s Grand Slam Means for the Business of the Game”. went out to everyone, paid or not. So this week, we’re doing the opposite: what follows is exclusive content for our paying subscribers — thank you, truly, for supporting independent golf journalism.
Now, let’s talk markets.
The political transition has shaken global markets. Since President Biden’s resignation in January, followed by Kamala Harris’s interim stewardship and Donald Trump’s return to office, investors have been caught in a wave of uncertainty. Renewed tariff threats, aggressive rhetoric toward the Federal Reserve, and stalled trade negotiations have all contributed to a risk-off mood.
The result? The S&P 500 has fallen more than 13% in 2025, marking its worst relative start to a year since 1993. Capital is on edge. Safe havens are narrowing. But amid the chaos, certain corners of the market are flashing quiet opportunities.
Golf is one of them.
The sector hasn’t escaped the drawdown. Over the past six months, Topgolf Callaway Brands (MODG) has dropped nearly 39%, and TruGolf Holdings (TRUG) has plunged more than 68%. Even the more stable Acushnet Holdings (GOLF) is down modestly, by about 4%.
Yet for long-term investors, that repricing may signal value.
As of the start of Today's session, Acushnet (GOLF) was trading at $59.58, with a market cap of $3.58 billion. MODG sat at $6.38, and TRUG hovered just above $0.25 per share — all significantly discounted from late 2024 levels.
In markets like this, capital starts looking for clarity. And golf, with its mix of brand equity, experiential expansion, and digitally savvy audiences, is emerging as more than just a niche — it’s becoming a quietly investable ecosystem.
Which is why, even amid market tremors, analysts remain bullish. In a roundup published by Fatima Gulzar at Insider Monkey on April 12, 2025, ten publicly traded companies tied to golf — spanning brands, retailers, real estate, and technology — were highlighted for their upside potential.
If you’re considering adding golf to your portfolio, these are the stocks analysts say you should be watching now: [Full analysis of the global golf equities landscape is available exclusively to paid subscribers.]