Carnival Throws 'Cold Water' on Caribbean Oversupply Fears -- Market Talk

Dow Jones02:27

1327 ET - Carnival's initial 2026 guidance for year-over-year growth in yields, a measure for pricing performance in the cruise industry, suggests that fearsof oversupply hurting prices in the Caribbean cruise market are overblown, Stifel analyst Steven Wieczynski says in a note. The company's forecast "at least for the time being, threw some cold water on the bearish pricing thesis with that market," he writes. While the Caribbean market's dynamics will still pose a headwind next year, management says yields in that market should still be accretive to overall yield growth, Wieczynski adds. (elias.schisgall@wsj.com)

 

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December 22, 2025 13:27 ET (18:27 GMT)

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