In this podcast episode, we dive into Norwegian Cruise Line Holdings' impressive performance in Q1, marked by significant revenue growth and a positive outlook despite a tough stock market. Harry Sommer points out that the cruise industry's main competition comes from large hotel chains, as cruises offer unparalleled value and unique experiences. The discussion also explores why NCLH's revenue fell just short of expectations, while highlighting a strong consumer sentiment among wealthy travelers, reinforcing cruising's status as a top vacation choice.
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