Cruise lines are betting big on the months they used to skip

Photo of author

| Updated:

For years, cruise lines treated the months after summer like a clearance sale, cutting prices just to get through them. Now, they plan to send ships into those same months and raise prices as bookings improve. October sits right in the middle of that change, a month that used to be easy to find a deal on.

A woman smiling on a pier in front of a large cruise ship.
Photo credit: YAY Images.

The months after summer have long been considered the cruise industry’s slower season, well behind the demand summer draws. Royal Caribbean is the clearest sign that pattern is changing, sending seven ships to Europe for the line’s first year-round season there, with one ship staying in Europe through winter for the first time.

Carnival makes the same bet

Carnival executives are no longer talking about those months that way. On earnings calls this year, they have pointed to stronger shoulder-season bookings and yields, and Carnival Corporation’s numbers show how far that demand goes. On a Sept. 29 earnings call, Chief Financial Officer David Bernstein told investors that fourth-quarter yields, a measure of revenue for each unit of ship capacity, are expected to climb about 1.7% year over year across the company, a figure that rises to about 2.3% once the numbers are adjusted for a change in how the Carnival Cruise Line brand accounts for its loyalty program.

For the full year, Carnival expects yields to rise about 2.3% and cruise costs, excluding fuel, to rise about 2.2%, so pricing gains are still outpacing costs. Chief Executive Josh Weinstein credited improved bookings with raising those numbers midyear, and he said the company can now extend into off-peak months in Europe because that’s increasingly what travelers are asking for.

Carnival is making a similar bet on a different map. On that same call, Weinstein said Northern Europe in particular has become a bigger draw for North American travelers than it used to be, and that Europe will, for the first time, tie the Caribbean as the company’s largest deployment region in 2027. That kind of parity used to be unthinkable for a region built around a few warm months.

7 ships, 1 unbroken season

Royal Caribbean’s new schedule starts in 2028, and it is the line’s first season in the region with ships sailing every month of the year. Rhapsody of the Seas covers that part of the plan, sailing 7-night cruises from Athens, Barcelona and Lisbon from May through October 2028 before staying on for the winter. Explorer, Freedom, Liberty, Jewel, Mariner and Odyssey of the Seas fill out the deployment across spring, summer and fall.

Two ports return to Royal Caribbean’s map after more than a decade away. Heraklion, Greece, will see only Rhapsody, while Cagliari, Sardinia, will also welcome Liberty of the Seas. Once Rhapsody moves into its winter itinerary in November 2028, its 9- to 12-night sailings will add stops in the Canary Islands, Portugal, Morocco, Cyprus, Malta and Greece.

What the hurricane math actually shows

Atlantic hurricane season peaks on Sept. 10, and the National Hurricane Center’s own climate record shows how fast activity falls off after that. An average Atlantic season produces 14 named storms and seven hurricanes, three of them major, and the dates those typically form tell the real story.

By the Sept. 10 peak, an average season has already produced its eighth named storm. The pace slows fast from there: the 11th named storm typically doesn’t form until Oct. 2, the 13th until Oct. 25, and the 14th and last, on average, not until Nov. 19.

A person wearing a hat and backpack stands on a dock facing a large white cruise ship on a sunny day.
Photo credit: YAY Images.

Hurricanes follow a similar curve. The sixth of an average season’s seven hurricanes doesn’t form until Oct. 15, and the third of its three major hurricanes isn’t typical until Oct. 28, so the month still holds real risk, just a fast-thinning kind. The storm math eases through October, though late-month storms still happen.

Where Alaska’s season ends and the Caribbean’s begins

October sits at the handoff between the two biggest seasons, as Alaska wraps up and the Caribbean’s peak months begin in November. The Caribbean draws 72% of all U.S. cruise passengers, which is part of why those few weeks matter to a line’s bottom line. That’s simply how the schedule lines up, and it means October offers a wider spread of itineraries than cruise lines are used to advertising in the same breath.

The scale behind the bet

Carnival says each region will represent exactly 34% of its ship deployment in 2027, a year before Royal Caribbean’s new season even begins. Two of the industry’s biggest players are now committing real ship capacity to months that used to draw less demand. Royal Caribbean’s loyalty members already got to book before the general public.

Jennifer Allen is a retired chef turned traveler, cookbook author and nationally syndicated journalist; she’s also a co-founder of Food Drink Life, where she shares expert travel tips, cruise insights and luxury destination guides. A recognized cruise expert with a deep passion for high-end experiences and off-the-beaten-path destinations, Jennifer explores the world with curiosity, depth and a storyteller’s perspective. Her articles are regularly featured on the Associated Press Wire, The Washington Post, Seattle Times, MSN and more.

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.