OneSpaWorld Holdings Ltd

Jefferies analyst Randal Onik reiterated a Buy rating on OneSpaWorld Holdings Limited and raised the price target to $35 from $31, citing highly visible revenue growth with minimal risk. The company's maiden voyages have sold out months ahead, and its new build pipeline includes 24 new ships planned for 2026 to 2030. OneSpaWorld operates under multi-year fleet-wide exclusive contracts with cruise lines, and Jefferies remains bullish on its sales growth, ship-level productivity, and cash conversion.

OneSpaWorld and Azamara Cruises announced a fleetwide expansion of the THESANCTUM spa as part of the Azamara Forward enhancement program. The upgrades will add two new treatment rooms per ship, including a dedicated couples' suite, along with a new retail space featuring brands such as ELEMIS and Kérastase. Medi-spa and IV services, including Thermage skin tightening and NAD+ Longevity IV therapy, will also be introduced. The first installations are scheduled aboard Azamara Pursuit on August 18, 2026, followed by Azamara Quest on November 25, 2026, with additional ships planned for 2027.

Zacks Investment Research recommends four leisure and recreation services stocks that have each returned more than 30% year to date, citing strong fitness product sales and digital initiatives. The picks are Lindblad Expeditions Holdings, Life Time Group Holdings, OneSpaWorld Holdings, and Pursuit Attractions and Hospitality, all carrying a Zacks Rank #2 (Buy). Lindblad Expeditions Holdings has an expected current-year earnings growth rate of more than 100%, with the consensus estimate rising 50% over the last 60 days. Life Time Group Holdings has an expected earnings growth rate of 16%, with the estimate up 5% over the same period. OneSpaWorld Holdings has an expected earnings growth rate of 17.2%, with the estimate improving 3.6%, while Pursuit Attractions and Hospitality has an expected earnings growth rate of 33.9%, with the estimate up 13.7%.

Zacks Investment Research recommends five health and fitness stocks that delivered strong first-half returns and carry favorable Zacks Ranks, signaling further upside. Columbia Sportswear, a Zacks Rank #1, is advancing its ACCELERATE strategy targeting younger consumers and has seen its current-year earnings estimate rise 3.8% over the last 30 days. OneSpaWorld Holdings, a Zacks Rank #2 provider of wellness services on cruise ships and on land, has a current-year earnings growth estimate of 17.2% and a 3.6% upward revision in the past 60 days. United Natural Foods, also a Zacks Rank #2, is benefiting from efficiency initiatives and private-brand innovation, with next-year earnings estimates up 10.9% over the last 30 days. Vita Coco, a Zacks Rank #1, is projected to grow earnings 47.9% this year and has seen estimates climb 11.4% over 60 days. Life Time Group, a Zacks Rank #2 operator of health and fitness communities, has a current-year earnings growth estimate of 16% and a 5% positive revision over 60 days.