The cruise stocks were bargain of the century just a few months ago. Cruises will be back with a vengeance is what I predict. It is too good of a deal to disappear.
And I have my vaccine passport, with two stickers QR code that is the actual “proof” the cards won’t be valid on face value only when that QR code is scanned and remote verified to match the identity of the person holding it will it be valid. The idea that people two sticker it has a QR code that is the actual “proof” the cards won’t be valid on face value only when that QR code is scanned and remote verified to match the identity of the person holding it will it be valid. The idea that people will just be able to make copies is false.
The pent up desire to go cruising may come back strong, but the cruise lines IMHO will suffer a loss in the long run of passengers if the prices stay higher than normal, and the medial hassles continue on airplanes, hotels, boarding a cruise ship, medical protocols while onboard a cruise ship, or in visited ports and getting off a cruise ship. The bloom may come off the rose for some long time cruisers who can see the difference in cruising today as opposed to yesterday. Time will tell.
People who don't need to fly and have easier access to the cruise ships are in a better position to go but they are not going to be the economic mainstay of the past business for these Cruise lines, unless the Lines reduce their number of ships and reorganize. -Tom