News
Carnival Authorizes $2.5B Buyback After Record Q1 Profit
Carnival’s new targets signal a cruise industry shifting from recovery to disciplined value creation, leaning on efficiency and ship upgrades to weather fuel shocks.
News
European River Cruise Passengers Rise 8% to 1.49M in 2024
As post-pandemic demand normalizes, river operators are leaning on higher-spending long-haul guests and new premium ships, a mix that could speed consolidation.
News
Swan Hellenic Opens 2026-28 Antarctica Sales as Bookings Hit 65%
Early sell-through underscores how scarce polar-ship capacity is as expedition cruising moves upscale, with longer cross-hemisphere itineraries becoming the new differentiator.
News
Fincantieri Posts Record €117m Profit as Cruise Orders Fill Yards
Fincantieri’s results underline how cruise lines are locking in scarce shipyard slots far into the next decade, giving European builders and suppliers rare long-term visibility.
News
Oil Above $100 Puts Unhedged Carnival in Fuel Cost Spotlight
A sudden oil shock is testing cruise lines’ pricing power just as they court early bookings. Carnival’s no hedge approach puts a spotlight on who can defend margins without surcharges.
News
Port Tampa Bay Sets Monthly Record With 51 Cruise Calls in March 2026
Tampa’s packed spring schedule shows cruise lines betting on Gulf Coast homeports as an easier drive-to alternative to South Florida, even as bridge limits keep mega-ships away.
News
Viking Sells 86% of 2026 Core Cruise Capacity in Early Bookings
Viking’s rapid sell-through shows premium cruising demand is holding up even as capacity grows, giving the line pricing power and a cushion against rising operating costs.
News
Norwegian Cruise Line Shares Sink on Weak 2026 EPS Forecast
Norwegian’s reset underscores how quickly the cruise boom is giving way to a capacity fight in the Caribbean, where timing missteps can erase pricing power and invite activists.
News
Lindblad Posts Record 2025 Net Yield as Revenue Jumps 20%
Lindblad’s results underline the pricing power returning to expedition travel, as the company frees growth by squeezing more sailings from the same fleet in a tight ship market.