LikeFolio's Megan Brantley sees consumer interest in Carnival (CCL) up about 15% year over year with strong forward looking demand for the 2027 cruise season. She notes Carnival's value positioning is drawing families booking seven day cruises and party crowds on four day trips, with onboard spending up 9% last quarter even as ticket prices rose just 2%. Brantley remains cautiously bullish with an earnings score of 24, tempered by fuel costs, stretched consumer budgets, and conflict impacting European demand.