Stock Pulse
Royal Caribbean Cruises Ltd. (RCL) reported strong 2024 performance and projects 23% earnings growth for 2025, driven by diverse offerings and expansion into river cruising [1], [2]. Despite record bookings and a focus on yield improvement [2], the company faces weakened demand, according to Morgan Stanley [4], [5], who lowered RCL's price target [5] but still favors it over competitors due to stronger margins [6]. Celebrity Cruises, an RCL subsidiary, will return to Southampton in 2025 with expanded itineraries [3]. RCL secured a $100 million loan for a new ship [11] and will discuss Q1 2025 results in a conference call on April 29th [7]. While some analysts highlight RCL's potential [1], [8], concerns remain about a potential recession and competition from AI stocks [1], [2], [8].