Business StrategyNCLH is streamlining its business, which should drive upside to near-term/medium-term estimates.
EarningsNCLH delivered a better-than-expected Investor Day in NYC, with the highlights featuring a 24FY guidance raise, strong demand commentary from high-end consumers, and a much more confident tone regarding future pricing growth.
Market DemandNCLH’s pivot back toward North America, including the shorter Caribbean market, is seen as benefiting from incredibly robust demand from the North American consumer, a lot of which is drive-to.