Latest news with #NorwegianCruiseLineHoldings
Yahoo
16-05-2025
- Business
- Yahoo
Norwegian Cruise Line Holdings' (NYSE:NCLH) Promising Earnings May Rest On Soft Foundations
Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be because shareholders have noticed some concerning underlying factors. We've discovered 1 warning sign about Norwegian Cruise Line Holdings. View them for free. Norwegian Cruise Line Holdings reported a tax benefit of US$139m, which is well worth noting. It's always a bit noteworthy when a company is paid by the tax man, rather than paying the tax man. We're sure the company was pleased with its tax benefit. However, our data indicates that tax benefits can temporarily boost statutory profit in the year it is booked, but subsequently profit may fall back. In the likely event the tax benefit is not repeated, we'd expect to see its statutory profit levels drop, at least in the absence of strong growth. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we have already discussed Norwegian Cruise Line Holdings reported that it received a tax benefit, rather than paying tax, in the last year. Given that sort of benefit is not recurring, a focus on the statutory profit might make the company seem better than it really is. Therefore, it seems possible to us that Norwegian Cruise Line Holdings' true underlying earnings power is actually less than its statutory profit. But the happy news is that, while acknowledging we have to look beyond the statutory numbers, those numbers are still improving, with EPS growing at a very high rate over the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. In terms of investment risks, we've identified 1 warning sign with Norwegian Cruise Line Holdings, and understanding it should be part of your investment process. This note has only looked at a single factor that sheds light on the nature of Norwegian Cruise Line Holdings' profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Miami Herald
16-05-2025
- Miami Herald
Oceania Cruises holiday voyages are a gift for luxury-minded travelers
Wouldn't you rather toast the holidays at sea instead of hosting them at home? Oceania Cruises is betting you would. No prep work, no dishes, no stress. And a voyage to some of the most spectactular locations on the planet? Sounds like dream holiday in all the ways. Oceania Cruises is targeting travelers who'd rather skip the holiday chaos and set sail in style. The luxury line, part of Norwegian Cruise Line Holdings (NCLH), just announced more than 40 festive-season voyages spanning its 2025-2026 and 2026-2027 calendars. From menorah lightings and gourmet feasts to champagne-fueled countdowns, the itineraries aim to turn December's most hectic weeks into high-end escapes across the globe. Sign up for the Come Cruise With Me newsletter to save money on your next (or your first) cruise. The move plays into a growing trend: consumers are trading traditional celebrations for experiential travel, and cruise lines are pivoting to meet the moment. Oceania's lineup includes sailings to destinations like the South Pacific, Southeast Asia, South America, and the Caribbean. The excursions are all wrapped in the brand's signature blend of culinary excellence, small-ship elegance, and curated cultural discovery. "We're seeing more demand than ever for unique holiday getaways that blend luxury with ease," Chief Luxury Officer at Oceania Cruises Jason Montague, said in a statement. "These voyages are about reimagining beloved traditions in a setting that's both festive and far from ordinary." The holiday voyages include: A 24-day sailing from Cape Town to Singapore aboard Oceania Sirena, hitting Indian Ocean gems like the Maldives, Mauritius, and Réunion Island. A 19-day South Pacific voyage from Sydney to Tahiti aboard Oceania Riviera, offering holiday island-hopping through Fiji, Tonga, and Samoa. A 10-day Caribbean escape from Miami aboard Oceania Insignia, perfect for sunseekers wanting to stay closer to home. A 77-day Grand Voyage from Los Angeles to San Diego aboard Oceania Vista, spanning Mexico, the Caribbean, and the Brazilian coast, including two nights in Rio de Janeiro over New Year's. These sailings aren't just about the destination. Onboard, guests will find a full slate of holiday programming, from carolers at embarkation to elegant Hanukkah ceremonies and New Year's Eve galas. That attention to tradition - paired with Oceania's culinary focus - positions the brand to capitalize on a key cruise segment: affluent, older travelers who value comfort and culture over crowds and chaos. Related: Oceania Cruises adds more solar eclipse sailings The strategy also reflects a broader trend in the cruise industry. As operators work to differentiate in a post-pandemic world, high-end holiday experiences are becoming a critical battleground. Brands like Viking, Silversea, and Regent Seven Seas have all leaned into similar territory, offering all-inclusive seasonal sailings with curated shore excursions, elevated dining, and limited-capacity ships. Be the first to see the best deals on cruises, special sailings, and more. Sign up for the Come Cruise With Me newsletter. With voyages ranging from seven to 197 days, Oceania Cruises offers holiday sailings to suit every schedule and sense of adventure, from sunny island escapes to epic journeys across continents. Choose from a week-long New Year's voyage through the Caribbean, or set out on a grand 77-day exploration spanning the Americas. Celebrate the holidays cruising the dramatic coast of South Africa, uncovering the cultural riches of Southeast Asia and the Indian Ocean, or basking in the turquoise lagoons of French Polynesia. (The Arena Group will earn a commission if you book a cruise.) Make a free appointment with Come Cruise With Me's Travel Agent Partner, Postcard Travel, or email Amy Post at amypost@ or call or text her at 386-383-2472. Copyright 2025 The Arena Group, Inc. All Rights Reserved
Yahoo
14-05-2025
- Business
- Yahoo
Norwegian Cruise Line Holdings (NYSE:NCLH) Sees 18% Stock Rise In Last Month
Norwegian Cruise Line Holdings increased its board size and welcomed Ms. Linda P. Jojo as a new member. The debut of Norwegian Aqua with innovative features, alongside revitalization projects for Norwegian Epic and Pride of America, showcased the company's commitment to enhancing guest experiences. Despite reporting a Q1 net loss, the company's robust product announcements may have supported an 18% share price rise over the last month, significantly outpacing the market's 4% increase. These developments indicate a positive reception from investors amidst broader market gains. We've identified 1 weakness for Norwegian Cruise Line Holdings that you should be aware of. Uncover 19 companies that survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. The recent introduction of Ms. Linda P. Jojo to the board and the launch of Norwegian Aqua could provide a catalyst for further enhancing Norwegian Cruise Line Holdings' operational strategy and guest experiences, contributing positively to future revenue and earnings projections. This aligns with analysts' forecasts of robust revenue growth, anticipated to reach $12.4 billion by 2028, and an increase in earnings to $1.5 billion. These improvements could justify the consensus price target of $25.55, indicating a potential 32.4% upside from the current share price of $17.27. Over the past five years, Norwegian's total shareholder return was 55.59%. This performance contrasts with its recent gains over the last year, where it surpassed the US market's 11.6% return and the US Hospitality industry's 12.2% return. The company's Price-To-Earnings Ratio of 10.1x also suggests it remains an attractive relative value compared to both the peer average of 63.8x and the US Hospitality industry average of 23x. With a fair value estimate of $52.14, Norwegian appears undervalued, presenting potential opportunities for investors. Our valuation report here indicates Norwegian Cruise Line Holdings may be undervalued. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:NCLH. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Business Insider
07-05-2025
- Business
- Business Insider
I visited Norwegian's private island and saw how it's expanding to compete with Royal Caribbean
Royal Caribbean and Norwegian's private islands are separated by a mile of the Atlantic Ocean. Norwegian was an early trendsetter, having acquired its 270-acre island in 1977 — decades before its rival launched Perfect Day at CocoCay. Yet, Royal Caribbean's neighboring 130-acre property has quickly become the undisputed winner of the cruise-owned resort race. CocoCay's amenities marry theme park thrills (a waterpark and zipline) and resort relaxation (a luxury lounge and adult-only party) with opportunities for guests to splurge big on upcharges like cabanas. It's an attractive and highly profitable business model, especially as it sees more than 3 million Royal Caribbean guests annually. By comparison, Great Stirrup Cay only accommodated about 400,000 cruisers in 2024, Harry Sommer, president and CEO of Norwegian Cruise Line Holdings, told analysts in April. CocoCay is loud, jam-packed, and exciting — the opposite of its peaceful and less developed neighbor, Great Stirrup Cay. Great Stirrup Cay's buildouts include a zipline course, cabanas, bars, dining shacks, and a resort with waterfront villas. It notably lacks a pier for its ships to dock at, with visitors instead required to take a tender from the cruise vessel to shore. "The charm of these islands back when they were first created in the 70s, 80s, and 90s was that it was your private island escape from civilization," Tom Roesser, product development and strategy manager for Norwegian Cruise Line Holdings, told reporters during a tour of the island's construction sites. "There was really nothing except for a beach and a barbecue. Things are different these days." Norwegian expects to debut a new pier, welcome center, and large pool by the end of the year, giving it the chops to better compete. According to Roesser, the expansion has become a 24-hour, seven-day-a-week affair, with Norwegian purchasing a ferry to accommodate the hundreds of additional crew needed for the project. For guests, some of the new additions will feel much needed. This includes the 1,500-foot-long, $150 million pier, which will simultaneously accommodate two of Norwegian's largest ships — eliminating the need for tendering. The pier will lead to a new welcome center providing shuttle service around the island. Great Stirrup Cay's updated design includes four trams, each accommodating up to 104 riders. Roesser said visitors only have to wait three to five minutes for a ride. A photogenic 42-foot-long bridge is expected to connect the arrivals area with the island's new pièce de résistance: a giant heated pool. Great Stirrup Cay's expansion plan includes a 28,476-square-foot pool accommodating 1,898 guests. CocoCay has several swimming pools, including one that spans more than 33,000 square feet. Great Stirrup Cay's won't be as large, but Roesser says it will have two swim-up bars, a thousand lounge chairs, and 33 rentable cabanas. Half of the pool, specifically the section with the DJ stand, is expected to target a lively adult crowd. The other half should be more kid-friendly, outfitted with walk-in entry points and fountains. The youngest visitors will also have an adjacent 1,500-square-foot splash zone with fountains, slides, and water blasters. Norwegian is also building an adults-only beach club, recreational area, and relaxation cove with hammocks, although it's unclear when they'll be completed. The second expansion phase primarily focuses on bringing recognizable amenities to the island. Horizon Park, an outdoor recreational concept, was introduced on the recently refurbished Norwegian Bliss and Breakaway. The cruise line now plans to bring it to Great Stirrup Cay via a collection of lawn games such as cornhole, giant jenga, and shuffleboard. Similarly, the cruise line also plans to duplicate its popular adult-only Vibe Beach Club, available on several ships, on the private island. However, like its onboard counterpart, guests will have to pay to reserve one of its 200 loungers and 16 oceanfront villas. The cruise line is still evaluating additional amenities, like water slides, as future additions. A little more than 100 crew live on the island full-time, according to Roesser. Expect more as the cruise line expands its property (only about 50 of the 270-acre island has been developed so far). As the resort grows, so too will the number of visitors. Sommer told analysts that he expects Great Stirrup Cay will accommodate more than a million cruisers in 2026 — a substantial chunk of visitors for a company that sees between 2.5 million to 3 million travelers annually.
Forbes
02-05-2025
- Business
- Forbes
Norwegian Is Turning Two Regent And Oceania Cruise Ships Into Residences
The Norwegian Sky is one of several ships that Norwegian is repurposing. Cruise lines are finding a new way to attract new customers, optimize their fleets and, they hope, boost profits by transforming ships into permanent residential vessels. Norwegian Cruise Line Holdings has recently executed a significant shift in its fleet management strategy in all three of its cruise brands: Norwegian, Regent Seven Seas, and Oceania, according to Cruise Industry News. After previously indicating to Wall Street in February that there weren't imminent plans for ship sales and suggesting a 35-year service life for its vessels, the company abruptly changed course in March and April. The rapid transformation began on March 21 when Regent Seven Seas Navigator was sold to Crescent Seas. Just two weeks later, on April 3, the same startup acquired Oceania Insignia. The fleet reduction continued when Norwegian Sky and Sun were chartered to Cordelia Cruises, a cruise line based in Mumbai, four days later. These will remain conventional cruise ships. "These agreements are a clear reflection of our disciplined long term approach to fleet optimization," explained Harry Sommer, president and CEO of Norwegian Cruise Line Holdings, during the company's first quarter earnings call on April 30. "By transitioning these ships into markets outside our core business with established operators in their respective areas, we're able to unlock value from these assets while remaining focused on delivering a consistent, high quality experience across the remainder of each fleet in our three brands." But what's really happening behind this corporate speak? The cruise industry has been exploring new business models, and permanent residences at sea represent an intriguing growth opportunity. The moves create a younger overall fleet profile. Before these transactions, Norwegian Cruise Line would have had an average fleet age of 15 years by 2030, with both Oceania and Regent averaging 14 years. The redeployed ships are among the oldest ships for the three brands. Newer ships are more in demand and generally command higher cruise prices due to their more modern amenities and attractions. In the post-pandemic years, cruise demand boomed. Lines raised prices as ships became fully booked for months into the future. But NCL recently missed its projected earnings, noting 'choppiness' in U.S. bookings on European cruises in the last couple of months. Sommer still made the point that times of economic turmoil can actually shift vacationers to cruising because of its value proposition compared to other types of vacation. If demand for cruising continues to soften, reducing the fleet size will help maintain occupancy levels. The concept of living aboard a cruise ship permanently isn't new, but it's gaining momentum. For cruise companies, selling older ships to residential operators makes financial sense. This reduces maintenance costs on aging vessels and free up capital for newer ships that can command higher cruise prices. For consumers with the means and desire for a nomadic lifestyle, these floating residences can offer an appealing alternative to traditional retirement or second-home ownership. Residents get to travel the world without constantly packing and unpacking, maintain social connections with fellow seafarers, and enjoy the amenities and services of luxury cruise living. To date, residential cruise ships haven't always provided smooth sailing for purchasers. Delays have stranded residents in departure ports. One line, Storylines, in 2022 announced its MS Narrative would sail in 2024. It's now scheduled for 2027. Despite many announcements, there are only two residential cruise ships actually sailing today. With the cost of a residence easily hitting a million dollars or more, a potential purchaser might approach investing in a future launch with some trepidation. Russell W. Galbut is Founder and Chairman of Crescent Seas and also Co-Founder & Managing Principal of Crescent Heights, a Miami-based urban development firm with a thirty-year track record. The ships will be managed and staffed by NCL and The Apollo Group, a firm with decades of experience in luxury cruising. The credibility and experience of the players in this new venture will likely give potential residents confidence in the security of their investment. The Crescent Seas Navigator is scheduled to begin cruising December, 2026, with residences costing from $750,000 to $8 million. A total of five ships are planned. A few months ago, NCL said it would keep its oldest ships sailing years into the future. Then, as the cruise market showed signs of possible weakness, it changed course. Two of the ships, the Norwegian Sky and Norwegian Sun, will be chartered to a company that isn't directly competitive with NCL's brands. The Regent Navigator and Oceania Insignia will become part of a potentially high growth company in the nascent residential cruising space. The terms of the deal weren't disclosed, but it appears NCL will have some type of ongoing participation in the venture. This is bold deal-making. If cruise interest sinks, NCL won't miss these older vessels. If the market resumes its growth, newer ships are coming online in the next couple of years for all three NCL brands. The end result will be younger, more attractive fleet. This is a great example of finding new markets for existing products – something every CMO should appreciate. This shift suggests we may be seeing the emergence of two distinct cruise segments: traditional vacation cruises on newer vessels, and residential cruises on repurposed older ships. Both models serve different customer needs and allow cruise companies to optimize their fleets for profitability. I find the high-powered backing for the new Crescent Seas fleet and its five-ship plan particularly interesting. The serious players in that venture could well de-risk and legitimize the still-nascent residential cruise concept. If their first two ships sail on schedule and sell most of their condos, look for other major cruise players to repurpose their older vessels for that market.
