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  "documentTitle": "OnesSpaWorld | Investor Presentation Deck | 20 slides",
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  "presentationDate": "2024-01-01 00:00:00",
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      "kind": "chart",
      "text": "PASSENGER BOOKINGS 1 ($B)\nON-BOARD SPEND / PCD 2",
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          "Q4 2019",
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          "$10.1",
          "$11.6",
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          "$13.9",
          "$11.9",
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          "$9.9",
          "$15.3",
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      "text": "ONESPAWORLD",
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      "text": "Norwegian Cruise Line Holdings- 11/1/2023\n\"We are encouraged by the strength in our booked position for 2024 and beyond, which, on a 12-month forward basis, remains in a record position at our optimal levels and at robust pricing levels.\"\n\"For the third quarter, pre-sold revenue on a per passenger day basis was up over 80% higher than in 2019, with nearly all of our guests purchasing something pre-cruise on their own or through our bundled offering.\"\nRoyal Caribbean 10/26/2023\n\"We achieved record yields, which rose almost 17% in the third quarter versus 2019 driven by new hardware, record pricing in the Caribbean and Europe, as well as onboard revenue rates that were up about 30%.\"\n\"Overall spend on experiences continued to grow and is currently up 25% compared to 2019, with twice the amount spend on goods\"\n2024 is shaping up to be another incredible year for the Royal Caribbean Group, our capacity is growing by 8% and demand for 2024 has continued to accelerate, with bookings consistently outpacing 2019 levels by a wide margin. This has resulted in a booked position that is ahead of all prior years, at higher rates.\"\nCarnival Cruises - 9/29/2023\n\"Customer deposits and booking volumes, both important forward indicators, hit record levels for the third quarter.\"\n\"We saw other positive forward indicators such as first-time cruisers reached 170% of prior year level in the third quarter.\"\n\"We believe consumers are continuing to prioritize spending on experience over material goods and the vacation value we offer will continue to resonate with those seeking more for their vacation dollar.\"\n\"Our cumulative advanced book position for the full year 2024 is well above the high end of the historical range at higher prices than 2023 levels.\"\n\"For 2024 we are forecasting a capacity increase of 5% compared to 2023. We expect to deliver strong 2024 net yield improvement as compared to 2023, with occupancies forecasted to return to historical levels for the full year 2024. \"Our cumulative number of new-to-cruise and new-to-brand guests who sailed with us in the second quarter have already exceeded 2019's levels.\"",
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      "text": "AS OF Q3 2023:\nPassenger Cruise Days (\"PCD\"s) are at 101%+ of Q3 2019 levels\nBookings ~53% are above Q3 2019 and have grown at an increasing rate\nOnboard spend per PCD up ~20% in the LTM period vs. 2019",
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      "kind": "source-note",
      "text": "Sources: Public filings for largest three U.S. cruise operators (NCLH; CCL; RCL).\n1. Reflects Customer Deposits / Advance Ticket Sales for three largest U.S. cruise operators.\n2. Reflects Onboard & Other Revenue per Passenger Cruise Day for the three largest U.S. cruise operators.",
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      "kind": "title",
      "text": "CRUISE INDUSTRY HAS REBOUNDED WITH INCREASING MOMENTUM, AND 2023 EXPECTED TO ECLIPSE 2019",
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