What Does Carnival (CCL) Fleet Expansion Mean For Its Long Term Cruise Growth?

Carnival (NYSE: CCL) subsidiary Holland America Line plans to add the Arcadia ship from P&O Cruises to its fleet in 2029. The transfer of Arcadia forms part of Holland America Line's largest modernization effort, branded the Evolution initiative. Holland America Line is also starting voyages on a refurbished Oosterdam as part of this broader transformation program. The Arcadia transfer and Oosterdam refit only capture one side of how Carnival is reworking its long term cruise capacity. We...