Royal Caribbean To Benefit From Industry Tailwinds Along With Unique Structural Factors, Says Analyst
1. Goldman Sachs maintains a Buy rating for RCL with a $305 price target. 2. RCL expects a 20% CAGR in EPS through 2027, outperforming estimates. 3. Management cites stable consumer behavior and growth in ship and private island investments. 4. RCL plans to introduce a new ship and beach club annually until 2028. 5. Cruise penetration in the U.S. is just 5%, indicating substantial growth potential.