Nikkei cuisine traces its origins to the late 19th century, when Japanese immigrants settled in Peru and began adapting traditional Japanese recipes with native Peruvian ingredients, resulting in a distinctive taste marked by fresh seafood, bright citrus, soy-based sauces, and spicy peppers. Unlike many long-established culinary traditions, Nikkei cuisine is refreshingly flexible as it honors customs and simultaneously embraces experimentation, an ethos that aligns perfectly with Oceania Cruises. The cruise ...

While 2025 has been an indifferent year for equities as such, it has been particularly damaging to consumer discretionary stocks that have broadly seen a pullback year-to-date (YTD). Some stocks in the sector, however, are clearly more affected than others. A case in point is NorwegianManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational op ...

Key Takeaways NCLH stock dropped 25.9% in six months, trailing the S&P 500 and key cruise peers like CCL and RCL. Soft pricing, FX losses, and rising costs led to lowered yield guidance and dimmed short-term visibility. New ships, tech upgrades, and private island expansion support NCLH's long-term premium strategy.Shares of Norwegian Cruise Line Holdings Ltd. (NCLH) have declined 25.9% in the past six months compared with the Zacks Leisure and Recreation Services industry’s 4.9% fall and the S&P 500’s de ...

Group 1: Stock Performance - Norwegian Cruise Line (NCLH) stock closed at $19.56, reflecting a +1.09% change from the previous day, outperforming the S&P 500's gain of 1.03% [1] - The stock has increased by 8.22% over the past month, surpassing the Consumer Discretionary sector's gain of 7.46% and the S&P 500's gain of 5.27% [1] Group 2: Earnings Projections - The upcoming earnings per share (EPS) for Norwegian Cruise Line is projected at $0.51, representing a 27.5% increase year-over-year [2] - Revenue is anticipated to be $2.55 billion, indicating a 7.45% increase from the same quarter last year [2] Group 3: Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $2.05 per share and revenue at $10.07 billion, reflecting increases of +12.64% and +6.21% respectively from the previous year [3] - Recent analyst estimate revisions indicate optimism regarding the company's business and profitability [3] Group 4: Valuation Metrics - Norwegian Cruise Line has a Forward P/E ratio of 9.46, which is below the industry average Forward P/E of 19.77 [6] - The company has a PEG ratio of 0.29, compared to the Leisure and Recreation Services industry's average PEG ratio of 1.35 [7] Group 5: Industry Ranking - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 93, placing it in the top 38% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

MIAMI, June 05, 2025 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH), a leading global cruise company operating Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises, today released its 2024 Sail & Sustain report. The annual report outlines the company’s efforts to continue driving a positive impact® while advancing its “Charting the Course” strategic vision. “The Sail & Sustain report reflects our ongoing commitment to responsible, long-term business practices,” said Har ...

Debuting in 2027, Oceania Sonata will be followed by her sister ship, Oceania Arietta™. These groundbreaking new vessels will be the most spacious and amenity-rich in the fleet, furthering Oceania Cruises' legacy of culinary excellence, destination-rich experiences, and refined luxury at sea. "Oceania Sonata heralds the dawn of a new era in luxury cruising," said Jason Montague, Chief Luxury officer of Oceania Cruises. "We are proud to continue our legacy of innovation alongside Fincantieri, our shipbuildin ...

A month has gone by since the last earnings report for Norwegian Cruise Line (NCLH) . Shares have added about 8.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Norwegian Cruise Line due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Sin ...

Returning for the 2026 Specialty Cruises are beloved authors, television personalities, and chefs Claudine Pépin and Sara Moulton, along with Oceania Cruises' own Executive Culinary Directors and Master Chefs of France, Alexis Quaretti and Eric Barale. On these specially selected voyages, guests can enjoy culinary demonstrations, hosted shore excursions and dinners, and the opportunity to celebrate the art of food and travel. "At Oceania Cruises, we believe that travel is most memorable when it engages all ...

Industry Overview - The cruise industry is projected to welcome 37.7 million passengers in 2025, indicating steady growth and strong consumer demand [2] - 82% of past cruisers plan to sail again, and 68% of international travelers are considering their first cruise, with first-time cruisers accounting for 31% of all passengers over the past two years [2] - Multi-generational cruising is increasing, with nearly one-third of passengers traveling with three or more generations, and expedition cruises have seen a 22% year-over-year increase in passengers [3] Carnival Corporation (CCL) - Carnival operates eight cruise brands and is leveraging its scale and brand depth to achieve strong performance, with over 80% of 2025 sailings already booked [5][20] - The company is enhancing guest experience through exclusive destinations and is expected to drive incremental revenues and improve customer loyalty [6] - Carnival is focused on deleveraging, targeting a $5 billion reduction in debt over 2025-2026, and is well-positioned to generate strong free cash flow [7] - The stock has rallied 42.2% in the past year, outperforming the industry and the S&P 500 [16] - Carnival's forward 12-month price-to-earnings (P/E) ratio is 11.30X, below the industry average of 17.32X [22] Norwegian Cruise Line Holdings Ltd. (NCLH) - Norwegian is enhancing guest experience and operational efficiency with its new Prima Plus class ship and investments in its private island, Great Stirrup Cay [9][10] - The company is executing a cost transformation initiative aimed at delivering $300 million in savings while focusing on refinancing and reducing overall leverage [11] - Despite a slight adjustment in its full-year yield outlook, Norwegian reaffirmed its broader earnings and EBITDA guidance, reflecting confidence in demand trends [12] - Norwegian's stock has risen 4.6% over the past year [16] - The forward 12-month P/E ratio for NCLH is 7.87X, indicating a lower valuation compared to Carnival [22] Comparative Analysis - Both Carnival and Norwegian are benefiting from strong industry demand and strategic initiatives aimed at enhancing guest experience and financial health [19] - Carnival's unmatched scale and brand diversification position it better to capitalize on structural growth in the cruise sector, while Norwegian's smaller scale makes it more vulnerable to short-term fluctuations [20] - The Zacks Consensus Estimate for Carnival suggests year-over-year increases of 4.1% in sales and 30.3% in EPS for fiscal 2025, while Norwegian's estimates indicate increases of 6.2% in sales and 12.6% in EPS [13][14]

Norwegian Cruise Line ( NCLH ) shares are down more than 31% year-to-date on the back of the macroeconomic backdrop. However, in its most recent earnings release, the company reaffirmed its full-year guidance, despite the earnings miss and warning for softer consumer demand for moreMitko Atanasov holds an MA in Finance and has served as an equity analyst for one of the UK's largest asset management firms. His Personal stock market experience began in 2010 as a long-term investor. Since then, he has capitali ...