Carnival, like the industry, is still recovering. Some here said not all that long ago, they were down and out, specifically in the new ship market. I disagreed as I knew they simply HAD to compete, and they did, at least the way that they do. VV is struggling for more reasons than size, but the reasons are what they are. Excel class is their future, at least for now.
All that said, the clock is ticking on some of their hardware. They have some unique (compared to their competition) issues, they have a number of home ports that they will have to either abandon when their smaller ships are gone, or come up with a different approach. From where I sit now, I do not see them abandoning the ports with the height. Issues, unless they have to. If tur the options are new builds….doubt it… that fit or redistribute sub lines ships that do fit. We will see how it all works out.