The lines you mentioned are what I would call finality lines. You go to the port, you take the cruise, and you go home. The only incentive to cruising with them is the cruise.
One company that has held its own is Disney. They can filter out the cruise customers to the parks or home when they came from the parks to the cruise. There is a further incentive than just the cruise. Disney stock at of May 22 this year was at 103.74 and today is 101.59. But the cruise line stock in 2017 was 101.49. So it hasn’t changed in stock price near what the others have. And the reason is the diversity of businesses feeding it. And between the investment into entertainment like Marvel, Pixar, the parks, and merchandising of all of it, there will be a hodgepodge of money going from one income to another to stay solvent with all of it.
So the finality lines are the ones going to take the debt on with just themselves. And with things like travel expenses, (priced airlines lately?), outside source hotel capacity, and no alternate entertainment as a draw, they are going to take the hit and with it the failure of the business based upon a lack of backing and HR problems catching up to them. So the service goes down the tube and they have nothing to offer but a floating barge. They’ll have to shanghai customers. But if they can get them from other entertainment sources, they can create upselling and cross selling options. May be the only way to stay afloat.
wy69
Well, soon everybody will have to wear full body armor and gas masks to be allowed on the ships because of the forthcoming simian butt pox