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cruisy

The cruise industry is booming thanks to younger consumers looking to “seacation”

Operators are still managing to lure Gen Z and millennials with shorter, cheaper, and more action-packed trips.

The cruise industry’s old cliche that “the newly wed, the overfed, and the nearly dead” fuel the business could do with a little update in 2025. As Sherwood News noted earlier this year, a growing number of Gen Zers and millennials captivated by the idea of “seacationing” are powering cruise lines through the gloom that’s dawned in parts of the broader travel industry this year, as passenger volumes are forecast to hit to ~38 million, up 27% from the prepandemic level in 2019.

When cruise travel reached a record high last year, 36% of global cruise travelers were under the age of 40, per research from the Cruise Lines International Association.

Furthermore, 76% of Gen Zers and a whopping 83% of millennials who have gone on a trip in the last two years say they would plan to cruise again, as North America’s largest cruise operators work hard to appeal to younger travelers, betting on shorter three- to four-day trips, private island destinations, and curated experiences at every turn. 

Repeat cruise trips chart
Sherwood News

The new cruise-going demographic is happily adding to these businesses’ top lines — some 30% of Royal Caribbean’s 2.3 million guests in Q2 were millennial-age or younger, per the company’s earnings call, and its research shows that more than half of those passengers are “now more likely to consider cruising.” In the last three years, Royal Caribbean shares have surged more than 340%. 

Rival Norwegian Cruise Lines is enjoying the same uptick, with CEO Harry Sommer commenting on CNBC that “we appeal obviously to older customers, but millennial and Gen Z is the fastest-growing segment of our cruising right now.” By focusing on younger guests and providing them with experiences that keep them coming back, companies are now actively working to “cultivate the next generation of cruisers,” in the words of Royal Caribbean CFO Naftali Holtz, to prop up a business that relies on customer loyalty.

Often highly sensitive to consumer spending, the cruise industry has had a decent year, with the three largest North American cruise operators — Royal Caribbean, Carnival, and Norwegian — all raising their full-year earnings guidance throughout 2025, sustained even amid price increases

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Ford partners with Amazon to sell its used vehicles online

Beginning today, many Amazon shoppers can add a pre-owned Ford to cart.

The partnership, announced by the two companies on Monday, will begin in Los Angeles, Dallas, and Seattle, with plans to expand.

According to Ford, every vehicle sold through Amazon will have been “inspected, reconditioned, and comes with a Ford warranty, Ford Rewards points, and in some cases, a money-back guarantee.”

Shares of used car retailers Carvana and CarMax dipped in early trading on the news. Similar patterns occurred when Amazon Autos announced a partnership with Hyundai late last year, and another with rental giant Hertz in August.

According to Ford, every vehicle sold through Amazon will have been “inspected, reconditioned, and comes with a Ford warranty, Ford Rewards points, and in some cases, a money-back guarantee.”

Shares of used car retailers Carvana and CarMax dipped in early trading on the news. Similar patterns occurred when Amazon Autos announced a partnership with Hyundai late last year, and another with rental giant Hertz in August.

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Rani Molla

Walmart falls after CEO of more than a decade steps down

Walmart’s stock fell as low as 3% this morning in premarket trading on news that its longtime CEO, Doug McMillon, who helped the company beef up its e-commerce segment against Amazon, will be stepping down.

While Walmart’s sales came in above expectations last quarter, it missed on quarterly earnings. It’s also facing an increasingly dominant Amazon, which is pushing further into Walmart’s territory with same-day grocery delivery in more than 1,000 cities and towns in the US, with plans to expand to 2,300 by the end of the year.

And unlike Walmart, Amazon, in addition to e-commerce and physical stores, has a number of other, much higher-income revenue streams — most notably its fast-growing cloud business, AWS. Earlier this year, Amazon nudged ahead of Walmart in overall revenue, and is expected to continue to build on that lead when Walmart reports Q3 earnings next week.

Tencent Spotify chart

Tencent Music has enough users — it just needs them to start paying

The stock is down this morning, undoing some of its stunning year-to-date rise.

Hyunsoo Rim11/12/25

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