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    MARKET EDGES

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  • Worldwide passenger growth has outpaced berth growth for the last three years
  • The cruise industry will see favorable supply dynamics thru 2015, which bodes well for pricing.  Since 1981, the cruise industry has averaged more than 7% in capacity growth.
  • We will see good yield growth in the next few years as long as passenger growth doesn't decelerate quickly

CHART DU JOUR:  CRUISIN' FOR THE LONG-TERM - CRUISE