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Posted by
Two Blokes May 24, 2025 -
Filed in
Stock
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5 views
Norwegian Cruise Line shares have underperformed, but the company reaffirmed full-year guidance and continues to operate profitably despite macro headwinds. Wall Street is overly focused on NCLH's lagging stock price versus peers, ignoring the firm's disciplined expansion and margin improvement opportunities. I see improving macro tailwinds and easing consumer sentiment pressures setting up an attractive asymmetric opportunity in the leisure sector.
