Episode notes
Norwegian Cruise Line Holdings stock drops 11 percent after management issues a weak 2026 EPS forecast and admits to self-inflicted execution gaps in Caribbean deployment. Costa Smeralda swaps La Goulette for Naples after forecast winds exceed port safety limits. And Viking reports 86 percent of its 2026 core cruise capacity already sold.
Keywords
Norwegian Cruise Line
cruise industry 2026
Costa Cruises
NCLH
Elliott Investment Management
Great Stirrup Cay
EPS forecast
cruise stock
Costa Smeralda
La Goulette
Tunisia
Naples
port swap
weather delay
Viking
Viking Holdings
cruise bookings
advance bookings
cruise capacity
cruise pricing