Like the rest of the travel industry, cruise operators have weathered a pandemic-related storm over the last couple of years, but they now deserve attention from investors, says analyst firm Stifel.
“We remain bullish around the cruise industry for the positive long-term supply outlook that we continue to believe is being overlooked by investors at this point,” Stifel analyst Steven Wieczynski wrote in a note. The analyst firm recently hosted investors for its annual South Florida Cruise Tour, which featured meetings with the management teams of Norwegian Cruise Line Holdings Ltd. NCLH , Carnival Corp. CCL , Royal Caribbean Group RCL and OneSpaWorld Holdings Ltd. OSW .
Related: Norwegian Cruise Line’s bookings and capacity are heading in the right direction, analysts say“This trip felt like old times again as all the cruise operators provided encouraging booking/demand commentary while their pricing outlook was strong/upbeat,” wrote Wieczynski.