Goldman Hasn't Seen Cruise Line Sentiment This Negative In Years

Cruise industry sentiment has turned negative in late 2025, not necessarily because demand is softening, but because capacity is set to surge next year, raising the risk of price wars. That could mean steep discounts and bargains for travelers, assuming baby boomers are willing to roll the dice on potential ship-wide norovirus outbreaks.

"We have not seen cruise sentiment this negative in a while