Cruise Stocks To Sail Smoothly Into 2025: Analyst Sees 'Zero Signs Of Softening'
Cruise Stocks To Sail Smoothly Into 2025: Analyst Sees 'Zero Signs Of Softening'
Cruise stocks are cruising in the fast lane, and according to analysts, the seas ahead look crystal clear. Royal Caribbean Group (NYSE:RCL), Carnival Corp (NYSE:CCL), and Norwegian Cruise Line Holdings Ltd (NYSE:NCLH) are poised for a strong setup in 2025, backed by rising demand and pricing power, according to JPMorgan analyst Matthew R. Boss.
郵輪股在快車道上行駛，據分析師稱，未來的前景一片明朗。根據摩根大通分析師Matthew R. Boss的說法，皇家加勒比郵輪集團（紐交所：RCL）、嘉年華存託憑證（紐交所：CCL）和挪威郵輪控股有限公司（紐交所：NCLH）在2025年有望迎來強勁的局面，得益於需求和定價能力的提升。
'Zero Signs' Of Demand Softening For Cruise Lines
郵輪概念沒有出現需求放緩的跡象
"Zero signs of softening in any lead indicator," said Boss after attending the Endless Summer Forum in Miami. That includes everything from booking curves to onboard spending – with Royal Caribbean and Norwegian Cruise Line's management confirming the industry's sturdy footing.
摩根大通分析師Matthew R. Boss在參加邁阿密的無盡夏日論壇後表示：「沒有任何先導指標表明需求放緩」。包括從預訂曲線到船上開銷的各個方面——皇家加勒比郵輪和挪威郵輪控股的管理層都確認了該行業的穩固基礎。
With nearly half of 2025's capacity already booked, cruises are setting sail much earlier than usual, extending bookings as far as 2027.
幾乎已經有2025年一半的船舶容量被預訂，郵輪旅行的開始比以往都要早，預訂甚至延伸到2027年。
Royal Caribbean 'In A Very Good Spot'
皇家加勒比郵輪處於一個非常好的位置
RCL is leading the charge. CFO Naftali Holtz stated, "We're in a very good spot," citing how 70% of passengers make pre-cruise purchases, which translates to a significant onboard spending boost. The company is banking on long-term drivers, including the arrival of new ships like "Utopia of the Seas" and "Star of the Seas" to fuel further growth.
RCL引領行業發展。首席財務官Naftali Holtz表示：「我們處於非常好的位置」，他提到70％的乘客在登船前購買產品，這將帶來顯著的船上消費增長。該公司依靠長期驅動因素，如「Utopia of the Seas」和「Star of the Seas」等新船的到來，以推動進一步增長。
Carnival Prepares For Q3 Earnings
嘉年華準備第三季度業績
Meanwhile, Carnival is ready to ride the wave, with its third quarter earnings expected to get a lift from the continued surge in demand, particularly in Europe and Alaska.
與此同時，嘉年華準備應對需求持續增長的浪潮，特別是在歐洲和阿拉斯加地區，它的第三季度盈利預計會得到提振。
The company remains optimistic about maintaining its pricing power, which remains about 25% lower than land-based alternatives – a strong selling point for thrifty travelers.
該公司對保持定價能力持樂觀態度，該能力仍低於陸地替代品約25%——這對注重節省的旅行者來說是一個強大的賣點。
Norwegian's Management Is 'Very Confident'
挪威郵輪的管理層「非常有信心」。
Norwegian Cruise Line remains neutral in JPMorgan's outlook but sees clear skies ahead. Management expressed "very confident" expectations of hitting a $300 million cost savings target, driven by initiatives such as optimizing fuel use and streamlining menus—all while keeping passengers satisfied.
挪威郵輪對摩根大通的前景持中立態度，但預計前景明朗。管理層表達了對實現3億美元的成本節約目標「非常有信心」的期望，其中包括優化燃料使用和簡化菜單等舉措，同時保持乘客滿意度。
Read Also: Norwegian Cruise Line Sails Into Troubled Waters As Financial Struggles, Bearish Trends Persist
閱讀更多：挪威郵輪陷入困境，財務困難和看跌趨勢持續存在
As Royal Caribbean, Carnival, and Norwegian Cruise Line Holdings navigate the post-pandemic recovery, each is showing unique strengths.
皇家加勒比、嘉年華和挪威郵輪控股公司在後疫情復甦中展示出獨特的優勢。
Royal Caribbean's focus on new ship launches and immersive experiences, Carnival's strong booking trends and cost-efficiency strategies, and Norwegian's premium offerings suggest that all three are well-positioned to benefit from increasing consumer demand. The cruise industry, with its multi-generational appeal and rising demand, seems to be taking a larger slice of the $1.9 trillion global vacation pie.
皇家加勒比注重新船上市和沉浸式體驗、嘉年華展現出強勁的預訂趨勢和成本效益策略、挪威郵輪的高端服務提供表明這三家公司都有望從不斷增長的消費需求中受益。郵輪行業以其對多代人的吸引力和不斷增長的需求，在全球1.9萬億美元的度假市場中似乎正在佔據更大份額。
However, challenges such as inflationary pressures and rising operational costs could impact profitability. Investors will need to weigh these factors as they consider which cruise line is best positioned to capitalize on the industry's recovery and continue gaining market share.
但通脹壓力和日益上升的運營成本等挑戰可能會影響盈利能力。投資者在考慮哪家郵輪公司最具復甦和繼續獲取市場份額的優勢時，需要權衡這些因素。
- Cruise Industry Sees Steady Rise In Web Traffic While Other Travel Sectors Decline
- 郵輪行業的網絡流量持續增長，而其他旅遊行業板塊卻在下降。
Image via Unsplash
圖片來源：Unsplash
譯文內容由第三人軟體翻譯。