Behind The Idea

Behind The Idea #23: Dealing Into Rough Waters For Royal Caribbean


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Royal Caribbean (RCL) was sailing along smoothly until it decided to make an expensive purchase. Are rougher waters ahead, or will this pass quickly? We look at the nature of the deal, of cruises, and of consumerism in the 21st century, based on an article by Spring Mill Research.
Topics covered:
3:30 minute mark – snapshot of the Spring Mill Research thesis, or how RCL isn’t learning their lesson
6:30– What is there to say about this deal?
15:00 – The prospects for the cruise business in general, i
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Behind The IdeaBy Seeking Alpha

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