新加坡媒体：年轻一代正在拯救邮轮行业？

Core Insights - The cruise industry is experiencing a revival driven by younger generations, particularly the older Generation Z and Millennials, who are increasingly choosing cruise vacations, thus lowering the average passenger age [3][4] - The perception of value is a significant factor attracting younger passengers, with discounts on cruise stays compared to resort stays being more pronounced than in 2019 [3] - Social media influencers are playing a crucial role in attracting new customers, particularly younger ones, by providing information about cruise experiences [4] Industry Trends - The demographic shift in cruise passengers is notable, with nearly 20% of 25 to 34-year-olds reporting they took a cruise in the past year, a significant increase from less than 5% in 2019 [3] - Despite broader economic uncertainties, cruise spending has increased, with average spending on cruise vacations rising by 9% year-on-year, contrasting with a 2% decline in overall travel spending in the U.S. [4] - The development of private destination projects, such as private islands, is a key pillar for the industry's post-pandemic recovery [4] Challenges and Concerns - There are signs that the cruise industry may be losing its post-pandemic growth momentum, as pent-up demand could be waning and consumers are cutting back on vacation spending [5] - Attempts by cruise operators to raise ticket prices may deter consumers who are wary of inflation, leading to potential challenges in maintaining growth [5] - The stock price of Royal Caribbean, a leading cruise company, dropped by 20% following its third-quarter earnings report, indicating a possible shift in investor sentiment despite an upward revision of annual profit expectations [5]