Carnival Corporation (CCL)

Nov 10, 2026

Penn Capital Management Company LLC increased its stake in Marriott Vacations Worldwide Corporation (NYSE:VAC) by 23.4% in the third quarter, bringing its total holdings to 200,801 shares valued at approximately $20.6 million. Institutional investors and hedge funds collectively own 89.52% of the stock. Despite reporting quarterly earnings of $2.64 per share which beat consensus, the company's revenue of $1.37 billion fell short of expectations but marked an 8.2% year-over-year increase.

Nov 9, 2026

Royal Caribbean Group shares increased by 3.36% on November 9, 2026, as a drop in West Texas Intermediate crude oil prices benefited cruise operators and airlines. Despite the rally, the company's own financials suggest that fuel price changes have a modest impact on its results, indicating that the stock's rise reflects market sentiment more than a significant earnings impact from lower fuel costs. Royal Caribbean reported strong third-quarter revenue and adjusted EPS, raising its full-year guidance.

Nov 9, 2026

Cruise stocks, including Royal Caribbean Cruises Ltd (RCL), Carnival Corporation (CCL), and Norwegian Cruise Line Holdings Ltd (NCLH), are experiencing a climb due to falling crude oil prices. West Texas Intermediate (WTI) crude is down, benefiting these companies with lower fuel costs. While all three are rebounding from late-September lows, their year-to-date performances vary, with RCL showing the strongest gains.

Nov 7, 2026

Royal Caribbean Cruises (RCL) has expanded its 2028 Caribbean itineraries and opened a new Silversea hotel in Chile, alongside reporting strong third-quarter earnings. Despite recent share price momentum and positive analyst sentiment, Simply Wall St's narrative suggests RCL is still undervalued by 6.6%, with a fair value of $350.44 against a current price of $327.16. The company's continued yield growth is supported by new ships and record Wave Season demand, though risks like softer Mediterranean bookings or rising fuel costs could shift the narrative.

Nov 6, 2026

Travelzoo is hosting its November Member Days, offering exclusive, limited-time travel deals comparable to Black Friday sales. The 48-hour event, from November 8-9, is exclusive to Travelzoo Club Members and features significant discounts on hotels, vacation packages, cruises, and tours worldwide. Members can preview offers starting November 1 and act quickly to secure popular deals before they sell out.

Nov 6, 2026

Celebrity Cruises is expanding its Caribbean presence by introducing the Celebrity Xcite, the sixth Edge-class ship, set to debut in 2028. The cruise line has opened bookings for the 2028/2029 winter season, planning to operate ten ships in the Caribbean from multiple U.S. and Puerto Rican home ports. The expansion includes new itineraries, such as four-night weekend cruises and extended voyages, alongside a fleet modernization program.

Nov 6, 2026

Royal Caribbean Group CEO Jason Liberty announced a new partnership with Sandals, indicating that cruise-resort packages are a likely outcome. This collaboration, which involves Royal Caribbean taking a 50% equity interest in Sandals, aims to expand the company's offerings beyond just cruises into broader leisure travel experiences. Liberty emphasized keeping guests within their ecosystem and increasing Royal Caribbean's share of the overall vacation spend.

Nov 5, 2026

Royal Caribbean has extended its suspension of visits to Labadee, Haiti, through 2028 due to ongoing violence and a "Level 4: Do Not Travel" advisory from the U.S. State Department. The decision prioritizes the safety of guests and crew members, with affected team members being reassigned. Labadee is a private destination featuring beaches and excursions.

Nov 3, 2026

A new cruise terminal is currently under construction at Naha Port in Okinawa, Japan, with operations slated to begin in March 2028. This joint venture between Naha Port Authority, MSC Cruises, and Royal Caribbean Group aims to expand the port's capacity for large cruise ships and turnaround calls, positioning Naha as a key hub for East Asian itineraries. The facility will include dedicated passenger services and preferential access for MSC Cruises and Royal Caribbean Group, who anticipate numerous calls in 2028.

Nov 2, 2026

Marriott International (MAR) reported strong third-quarter results, with revenue per available room (revPAR) increasing by 6.5% and adjusted EBITDA growing by 12%. The company has raised its 2026 revPAR growth forecast to 4.5%-5.0% and expects 3.5%-4.0% growth in 2027, driven by healthy travel demand. Analyst Dan Wasiolek notes that Marriott's brand advantage remains intact, though shares are considered rich.

Nov 2, 2026

Cruise stocks, including Carnival, Royal Caribbean, and Norwegian Cruise Line, surged following a 4% drop in oil prices, a major operating cost for the industry. Carnival, which does not hedge fuel, saw a direct benefit, while Royal Caribbean, with partial hedging, also performed well. Norwegian Cruise Line gained but faces ongoing challenges with leverage and 2027 booking positions.

Nov 1, 2026

Royal Caribbean reported record Q3 2026 earnings of $1.7 billion, surpassing Hilton's entire 2025 net income. The article highlights how the cruise industry, especially Royal Caribbean, excels in capturing total guest spend on controlled properties, leading to higher profitability compared to asset-light hotel chains and even car rental companies. This strong performance also sheds light on Royal Caribbean's strategic move to acquire a stake in Sandals, aiming to replicate the "all-inclusive" model in land-based hospitality.

Oct 31, 2026

Royal Caribbean International has extended its ban on cruises to Labadee, Haiti, until at least April 2028 due to ongoing political instability and gang violence in the country. This marks the third extension of the moratorium, impacting dozens of sailings and resulting in automatic refunds for pre-booked excursions. The decision follows a Level 4 "Do Not Travel" advisory from the U.S. State Department and recent escalation in gang suppression efforts by El Salvador.

Oct 29, 2026

Michael Burry, known from "The Big Short," has invested in Build-A-Bear Workshop Inc. (NYSE: BBW), giving it a 6% position in his portfolio and calling it a "fat pitch" at $25. He believes the stock could double to $60-$65 based on a 10x EBITDA buyout valuation. Burry highlights that the company has transformed its business, becoming profitable and returning capital to shareholders, despite recent revenue dips and market skepticism.

Oct 29, 2026

Norwegian Cruise Line Holdings (NCLH) saw its stock surge 11% after beating Q3 earnings estimates, reporting an adjusted EPS of $1.12 against a $0.94 consensus, and raising its full-year outlook. This positive news also buoyed competitors, with Royal Caribbean Group (RCL) rising 3% and Carnival (CCL) up 2%. Despite the beat, Norwegian still faces challenges, including being down 21% year-to-date and expecting a Q4 adjusted loss, highlighting its ongoing turnaround efforts compared to its stronger rivals.

Oct 29, 2026

Norwegian Cruise Line Holdings Ltd. (NCLH) stock is up 12.08% due to strong consumer demand and booking trends, despite several banks trimming price targets. The company is refinancing $750M in senior notes to extend maturities and improve its debt profile, rather than funding risky expansion. While Wall Street consensus still leans overweight, the market anticipates more modest gains given macroeconomic factors like fuel and interest costs.

Oct 29, 2026

Norwegian Cruise Line Holdings Ltd. (NCLH) stock jumped 13.54% due to strong post-pandemic travel demand, with Carnival's positive Q3 results boosting the entire cruise sector. A $750 million senior-notes deal improved NCLH's balance sheet by extending debt maturities, and strong bookings for the new Norwegian Bella ship, launching in 2028, further fueled investor optimism. Despite analyst price target trims due to fuel and interest costs, the consensus remains positive, reflecting a "textbook tug-of-war" between strong demand and debt pressures.

Oct 29, 2026

Norwegian Cruise Line Holdings Ltd. announced third-quarter 2026 results, exceeding Wall Street expectations with an adjusted EPS of $1.12 against an estimated $0.96. The company reported $2.95 billion in revenue, a slight increase from the previous year, despite a 6.5% decline in Net Yield. Management anticipates FY 2026 adjusted EPS of $1.70 and Q4 revenue of $2.55 billion, with analysts holding a mixed sentiment due to ongoing market uncertainties.

Oct 29, 2026

Over the past five years, Hilton Worldwide's stock significantly outperformed Carnival Corporation's, gaining 142.7% compared to Carnival's 29.8%. Despite Carnival having faster sales growth in the last three years, Hilton's lead stemmed from a higher valuation multiple paid by investors for its earnings and a reduction in its share count. Carnival's business recovery was substantial, but investors are currently willing to pay a much higher price-to-earnings multiple for Hilton's stock.

Oct 29, 2026

Walmart, Eli Lilly, Cigna, Carnival, and Arcos Dorados have joined a growing list of companies objecting to the tokenized trading of their shares on OKXICE TSV, a joint venture between Intercontinental Exchange and OKX. Under an SEC exemption, a company's timely objection prevents its stock from being tokenized and traded on the venue, leading to an expanding list of objectors in recent updates. The notice from OKXICE TSV does not provide reasons for the objections or a start date for trading.

Oct 28, 2026

Dave & Buster's Entertainment Inc. has hired Moelis & Co. to address its $1.5 billion debt due to a decline in leisure spending. Concurrently, a group of the company's creditors is working with PJT Partners and Gibson Dunn & Crutcher, seeking to broaden support through a cooperation pact to avoid infighting. This comes as the arcade chain faces a punishing selloff, weak interest coverage, high leverage, and declining same-store sales, leading Moody's Ratings to change its outlook on Dave & Buster's debt to negative.

Oct 28, 2026

Shares of Carnival Corp. Ltd. (CCL) rose 1.15% to $28.06 on Wednesday, outperforming competitors and contributing to an overall strong trading session for the stock market. This marks the stock's third consecutive day of gains, with the S&P 500 Index (SPX) and Dow Jones Industrial Average (DJIA) also seeing increases.

Oct 28, 2026

OneSpaWorld Holdings reported strong Q3 2026 results, exceeding guidance with a 7% increase in total revenue and a 12% rise in adjusted EBITDA. The company announced a new $100 million share repurchase program and a 25% quarterly dividend increase, reflecting confidence in its financial strength. Operational improvements include expanding Medispa services to 157 ships, enhancing pre-booked revenue, and investing in AI initiatives to boost efficiency.