Core Points - Holland America Line has been awarded "Best Service" in the Ocean Category by Cruise Critic for four consecutive years, highlighting the cruise line's commitment to exceptional service [1] - The cruise line also received the "Best Itineraries" award in the Ocean Category for 2025, recognized for its thoughtfully crafted itineraries that offer variety and depth [1] Service Excellence - The award for "Best Service" emphasizes the high level of personalized service provided by the crew, known for their warmth, longevity, and attention to detail [1] - Holland America Line's crew members create a welcoming atmosphere, enhancing the overall guest experience with genuine hospitality [1] Itinerary Highlights - Holland America Line offers diverse itineraries, including special themed cruises and exclusive access to destinations like Glacier Bay in Alaska [1] - The cruise line operates from multiple homeports in Europe, making it convenient for passengers to choose suitable sailings [1]

Core Insights - Norwegian Cruise Line Holdings Ltd. (NCLH) is strategically focusing on increasing Load Factors by offering more short-Caribbean itineraries and enhancing its private island, Great Stirrup Cay, to attract premium family demand [1][9] - The Load Factor reached 106.4% in Q3, with Q4 projected at approximately 101.9%, indicating strong operational performance [1] - Management anticipates occupancy levels in 2026 to return to or exceed 2024 levels, aiming for at least 105% [1] Pricing and Demand Trends - Despite a family-heavy mix that lowers per-diem pricing for additional guests, NCLH reports strong core pricing growth for the first two passengers per cabin [2] - The company expects low- to mid-single-digit net yield growth, consistent with its margin expansion strategy, supported by over 20% year-over-year growth in Q3 bookings across all brands [2] Great Stirrup Cay Developments - Great Stirrup Cay is undergoing phased expansions, including a multi-ship pier and a large pool complex, with a water park set to open in summer 2026 [3] - Approximately one-third of NCL guests are expected to visit the island next year, making it the most frequently visited destination for the company [3] Yield Expectations - Management expects enhancements at Great Stirrup Cay to provide a yield tailwind of roughly 25 basis points in 2026, increasing to approximately 100 basis points in 2027 [4] - A 40% increase in short sailings during Q1 2026 and Caribbean capacity exceeding 50% of the mix are designed to structurally lift margins [4] Peer Comparisons - Royal Caribbean Cruises Ltd. (RCL) is on track with its load factor and yield objectives, supported by strong booking trends and demand across brands [5] - Carnival Corporation & plc (CCL) is also aligned with its load factor and revenue goals, with fleetwide occupancy above historical ranges and a focus on balancing occupancy and pricing [6] Valuation and Earnings Estimates - NCLH shares have declined 26.7% in the past three months, compared to the industry's decline of 13.7% [7] - NCLH trades at a forward price-to-earnings ratio of 7.12, below the industry's average of 16.09 [11] - The Zacks Consensus Estimate for NCLH's earnings in 2025 and 2026 implies year-over-year increases of 14.8% and 27.2%, respectively, with EPS estimates for 2026 having increased in the past 60 days [12]

The calendar flipped to December today with investors hoping one of the market's most reliable month delivers again.The S&P 500 has averaged a 1.4% gain in December since 1950, with the index finishing higher 73% of the time and boasting the strongest winning rate of any month.In an emailed note sent Monday, Adam Turnquist, chief technical strategist for LPL Financial, indicated that the index usually "hovers near the flatline during the first half, with upward momentum building around the 11th trading day ...

Group 1 - The core viewpoint is that Royal Caribbean Cruises (RCL) has experienced a significant decline of 25% since the initiation of coverage in August, primarily due to stretched market valuations [1] Group 2 - The analyst has no current stock or derivative positions in RCL but may consider initiating a long position within the next 72 hours [3] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [3]

Group 1 - The core viewpoint is that Royal Caribbean Cruises (RCL) has experienced a significant decline of 25% since the initiation of coverage due to stretched market valuations [1] Group 2 - The analyst has a background in investment management, stock broking, and investment banking, with a focus on the green economy through the Long Term Tips profile and the Green Growth Giants investing group [2]

In 2023 the top three cruise lines spent around $2bn on ingredients alone. On “The Weekend Intelligence” we explore the big business of dining at sea. Listen now https://t.co/urTo4MEJwg ...

Core Insights - Ariel Investments reported a strong performance for its Small Cap Concentrated Value Strategy in Q3 2025, with a gross return of +15.08%, outperforming both the Russell 2000 Value Index and the Russell 2000 Index [1] - Norwegian Cruise Line Holdings Ltd. (NCLH) showed resilience with strong quarterly results, driven by consumer demand and improved booking trends, despite a recent decline in stock value [2][3] Performance Summary - The Ariel Small Cap Concentrated Value Composite achieved a gross return of +15.08% and a net return of +14.93% in Q3 2025 [1] - The Russell 2000 Value Index and Russell 2000 Index returned +12.60% and +12.39%, respectively, indicating a strong relative performance by Ariel's strategy [1] Company Focus: Norwegian Cruise Line Holdings Ltd. (NCLH) - NCLH's stock experienced a one-month return of -17.51% and a 52-week decline of 31.91%, closing at $18.33 with a market cap of $8.345 billion on November 27, 2025 [2] - The company is enhancing its Caribbean capacity and improving its private island, Great Stirrup Cay, while also focusing on de-leveraging its balance sheet [3] - NCLH is positioned to exceed its long-range EPS target for 2026, benefiting from its Bermuda tax domicile exemption amidst global tax concerns [3] Investment Sentiment - NCLH is included in the portfolios of 58 hedge funds, an increase from 45 in the previous quarter, indicating growing interest [4] - Despite the potential of NCLH, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]

Carnival stock shows one clear trend over the long term.Carnival (CCL 1.13%) (CUK 0.55%) has experienced both the worst and the best of times in recent years. The world's biggest cruise operator saw business reach a standstill during the height of the pandemic as the company was forced to temporarily halt sailings -- and this resulted in a net loss and soaring debt.But after Carnival emerged from that rough period, it set its sights on recovery and made moves to accelerate its progress to that goal. Those e ...

It has been about a month since the last earnings report for Royal Caribbean (RCL) . Shares have lost about 5.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Royal Caribbean due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Royal Caribbean Q3 Earnings Beat Estimates, R ...

Core Viewpoint - Carnival Corporation (NYSE: CCL) is considered an affordable blue chip stock with strong growth potential, supported by strategic initiatives and disciplined capacity expansion [1][2][4]. Group 1: Analyst Ratings and Price Targets - UBS analyst Robin M. Farley reaffirmed a Buy rating on Carnival Corporation with a price target of $35, citing a deliberate 7% capacity growth in the Caribbean, which is below the industry average of 12% [1]. - Wells Fargo initiated coverage with an Overweight rating and a $37 price target, expressing confidence in the company's prospects as it approaches investment grade amid EBITDA growth [3]. - Bank of America analyst Andrew Didora reiterated a Buy rating on November 10 with a price target of $38, aligning with the positive sentiment around the stock [5]. Group 2: Financial Recovery and Growth Potential - Carnival Corporation is undergoing financial recovery post-pandemic, focusing on debt reduction and cost-cutting initiatives, which are expected to enhance its positive outlook [4]. - Despite anticipated near-term yield pressures from accounting adjustments and drydock expenses, the long-term growth potential remains strong, bolstered by strategic initiatives like the Celebration Key development [2]. - The company is positioned to drive return on invested capital (ROIC) with limited capacity growth, which is expected to lead to strong pricing growth in the coming years [5]. Group 3: Company Overview - Carnival Corporation & plc operates a diverse portfolio of cruise line brands, including Carnival Cruise Line, Princess Cruises, Holland America Line, and Costa Cruises, providing cruise packages and related travel services [6].