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News  ›  Benzinga

Goldman Flags Big A Problem For Cruises—And It Starts In The Caribbean

Benzinga Logo Benzinga By Piero Cingari
Goldman Flags Big A Problem For Cruises—And It Starts In The Caribbean

Goldman Sachs warns of potential oversupply in Caribbean cruise market for 2026, with capacity growing 9% year-over-year and risking pricing pressures similar to 2014's market downturn.

Insights
NCLH   negative

Increasing Caribbean deployment by 37%, potentially squeezing profitability with estimated net per diem drop and slower yield growth