Industry Overview - The cruise industry is experiencing volatility, with major operators seeing stock prices drop by 29%, 17%, and 35% in 2025 [1][2] - The trade war and inflationary pressures are impacting consumer sentiment and spending in the cruise sector [2] Carnival Corporation - Carnival is the largest cruise line operator by revenue and passenger volume, reporting a revenue increase of 8% to $5.81 billion for the quarter ending in February [3][4] - Despite being the weakest year-over-year growth since resuming operations post-pandemic, Carnival's revenue exceeded analyst expectations of $5.74 billion [4] - The company has posted seven consecutive quarters of double-digit percentage earnings surprises, with the latest fiscal Q1 2025 EPS beating estimates by 485% [5] - Carnival has $7.3 billion in customer deposits for future sailings, indicating strong booking trends [6] - The stock is trading at over 11 times trailing earnings, dropping to 9.4 times for the current year and 8.3 times for fiscal 2026, but carries over $25 billion in debt [7] Viking Holdings - Viking is a niche leader in river cruises, operating smaller luxury ships that cater to affluent customers, and has experienced only an 11% price pullback year to date [9][10] - The company has 88% of its 2025 capacity already booked, indicating a strong near-term outlook [11] - Viking trades at a premium, with valuations at 17 times this year's projected earnings and 13 times next year's estimates, while maintaining less than $5 billion in long-term debt [11] OneSpaWorld - OneSpaWorld operates spas on 199 cruise ships and has a unique position in the market, functioning as a global recruiter of certified treatment providers [12][13] - The company reported an 11% revenue increase in its latest quarter, with a 37% surge in operating profit [14] - OneSpaWorld trades at 17 times this year's earnings and 15 times next year's estimates, with less than $100 million in long-term debt, benefiting from an asset-light business model [14]

Nieuw Statendam takes guests to the Mediterranean, Norway, and on a trip above the Arctic Circle for Northern Lights viewing  SEATTLE, April 10, 2025 /PRNewswire/ -- Holland America Line announced a six-week extension of its 2026 Europe season and opened bookings for four cruises available as part of the expansion. Guests have further opportunities to explore the Mediterranean and Norway — including a chance to see the Northern Lights on a cruise that enters the Arctic Circle. Each of the newly added cruise ...

Core Insights - Seabourn Encore made its maiden arrival in the continental U.S. on April 9, 2025, docking in Long Beach, California, marking a significant milestone for the company [1] - The ship's visit provides an opportunity for guests and local travel advisors to experience the award-winning vessel up close, as it transitions to Europe for a series of cruises [2] - Seabourn Encore's 2025 deployment includes journeys across five continents and two oceans, with notable itineraries such as a Panama Canal cruise and a westward voyage to Japan starting in November 2025 [3] Company Overview - Seabourn is recognized as a leader in ultra-luxury ocean and expedition travel, operating six modern all-suite ships that offer premium amenities and services [5] - The company emphasizes a boutique cruising experience with award-winning dining, complimentary premium spirits, and a focus on personal health and wellbeing [5] - Seabourn's offerings include partnerships with leading entertainers and a diverse range of itineraries, visiting over 400 ports globally [5]

Key Takeaways S&P 500 closes below 5,000, losing $5.83T - the worst 4-day drop since its inception in 1950s. We highlight 5 undervalued stocks in VOO that have low P/E, Zacks Rank #1 or 2 & VGM Score of A or B. Fed rate cut bets and attractive valuations make UHS, QCOM, CCL, TAP and FOXA compelling buys.The tariff game of U.S. President Donald Trump has resulted in a tailspin in the stock market globally. The S&P 500 Index closed below 5,000 points for the first time in almost a year and shed $5.83 trilli ...

Core Viewpoint - Carnival (CCL) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Recent Performance and Projections - For the fiscal year ending November 2025, Carnival is expected to earn $1.86 per share, reflecting a 31% increase from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Carnival has risen by 6.7%, indicating a positive trend in earnings expectations [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a 'Strong Buy' or 'Buy' rating [9][10]. - The upgrade of Carnival to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Launching on Majestic Princess, Sabatini's Italian Trattoria Debuts Frescobaldi-Inspired Menu and Exclusive Grand Tuscan DinnerFT. LAUDERDALE, Fla., April 9, 2025 /PRNewswire/ -- Known for its beloved recipes of Italian cuisine, fresh pasta, and outstanding wines, Sabatini's Italian Trattoria, the signature specialty restaurant of Princess Cruises, has unveiled a notable new collaboration with the renowned Frescobaldi family, Italy's legendary Tuscan winemakers.  Sabatini’s Italian Trattoria, Inspired by ...

Core Insights - Carnival Corporation & plc has announced an order for two new multi-fuel-capable ships for AIDA Cruises, scheduled for delivery in 2030 and 2032, as part of its newbuild pipeline which includes eight ships set to enter service between now and 2033 [1][4] - The new ships will feature approximately 2,100 cabins each, positioned between the existing Hyperion Class and Helios Class vessels, enhancing AIDA's fleet to a total of 13 ships [2] - The introduction of these next-generation ships, along with the AIDA Evolution program, aims to modernize the fleet and increase demand for the AIDA brand in the German cruise market [3] Newbuild Pipeline - Carnival Corporation's newbuild pipeline consists of eight ships, including Star Princess this year and one ship each year from 2027 to 2033, focusing on high-performing brands like AIDA Cruises and Carnival Cruise Line [4] - The company emphasizes a disciplined growth approach to maximize returns and utilize strong free cash flow to reduce debt and enhance shareholder value [4] Technological Advancements - The new ships will incorporate innovative multi-fuel propulsion systems, including LNG, to ensure sustainability and operational flexibility for the future [2][5] - Fincantieri, the shipbuilder, will implement advanced technologies for sustainability and efficiency in the construction of these new vessels [5] Future Developments - Design details and itinerary information for the new AIDA ships will be announced in the future, with the order contingent upon financing expected to be completed later this year [6]

Core Insights - Carnival Cruise Line is outlining its strategic plans for the next five years, focusing on innovation, guest experience, and loyalty [1][2] - The introduction of new ships, including Carnival Festivale and Carnival Tropicale, is a key component of the strategy [3][11] - Carnival aims to enhance its destinations and loyalty programs to solidify its leadership in the cruise industry [19][20] New Ships - The fourth ship in the Excel class will be named Carnival Festivale, debuting in spring 2027 from Port Canaveral, Florida [4][11] - Carnival Festivale will feature innovative zones, including music-themed venues and a family-friendly water park called Carnival Waterworks Ultra [5][7][8] - The ship will have 1,000 interconnecting rooms, nearly 70% more than previous Excel ships, to better accommodate families [6] Deployment Updates - Carnival Festivale's introduction will allow Mardi Gras to offer short cruises from Port Canaveral, catering to first-time cruisers and families [14] - Carnival will return to year-round operations in Mobile, Alabama, starting spring 2027, and is exploring larger ship deployments in Baltimore [16] Guest Experience - Carnival plans to enhance the guest experience on existing ships through strategic upgrades, including décor modernization and new dining options [17] Destinations - Carnival is enhancing its exclusive destinations, including the new Paradise Collection, which will feature Celebration Key opening in July [19][25] - The expansion of RelaxAway, Half Moon Cay, will allow larger ships to visit, with enhancements expected to be completed by summer 2026 [25] Loyalty - Carnival will enhance its VIFP loyalty program, with details expected to be announced in summer 2025 and changes taking effect in 2026 [20][21]

The stock market was experiencing its biggest one-day declines in several years on Thursday in the wake of President Trump's tariff announcements. Not only will the tariffs affect over 180 countries around the world, but for the most part, they were also far worse than experts had anticipated.As a result, the S&P 500 was lower by 4.3% as of 2:30 p.m. ET today. The tech-heavy Nasdaq was down 5.5%, and the small-cap Russell 2000 index fell by 6% and is now in bear market territory because it is over 20% below ...

Core Points - Holland America Line is celebrating its 152nd anniversary with an "Anniversary Sale" offering significant discounts and incentives for cruise bookings made by April 30, 2025 [1][3] - The sale includes up to 30% off cruise fares, onboard credits up to $300 per stateroom, 50% reduced deposits, and free third and fourth guests in the same stateroom [1][4] - The promotion covers sailings from April 2025 through April 2026, with cruises ranging from four to 56 days across various global destinations [2][6] Discounts and Offers - The Anniversary Sale features discounts on cruise fares, onboard credits, and reduced deposits, making it an attractive option for both loyal and new guests [3][4] - Guests booking during the sale can receive up to $300 onboard credit, which can be used for dining, spa services, shore excursions, and more [5] - The sale allows for free third and fourth guests on select cruises, enhancing affordability for family and friends traveling together [6] Additional Information - The Anniversary Sale can be combined with the "Have It All" premium fare, which includes additional amenities such as shore excursions and dining packages [4] - Holland America Line operates a fleet of 11 ships visiting nearly 400 ports in 114 countries, emphasizing its long-standing experience in the cruise industry [8]