). Perhaps no other industry took it on the chin as hard during the pandemic, which halted sailings for months.
Relative to services, consumers are still spending about 20% more on goods than they did pre-pandemic. That gap, however, is closing, and according to Delta Air Lines , the trend could have legs for a couple more years. On a recent call with analysts, management said that the shift from goods to services was "only in the middle innings."
All three companies have cited a pronounced uptick in "new-to-cruise" customers. Previously, most of the demand came from longtime cruisegoers.
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