U.S.-listed operators of perishable, capacity-constrained leisure inventory whose economics are driven by an occupancy x rate decomposition over a fixed capacity denominator. The corpus spans five sub-models that share the structural shape but diverge in vocabulary and disclosure surface: (1) CRUISE LINES (CCL, RCL, NCLH) selling cabin-nights on owned ocean vessels with paired ticket revenue and o
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| LTH | Life Time Group Holdings, Inc. | Centers | FY2026-Q2 | +6.0% | +5.1% |
| CNK | Cinemark Holdings, Inc. | Worldwide screens | FY2026-Q2 | -0.5% | -1.1% |
| VAC | Marriott Vacations Worldwide Corporation | Active Interval International Members | FY2026-Q2 | -2.1% | -1.5% |
| RCL | Royal Caribbean Cruises Ltd. | Load factor (overall) | FY2026-Q2 | +0.0 pts | +2.0 pts |
| HGV | Hilton Grand Vacations Inc. | Total contract sales | FY2026-Q2 | -2.9% | +10.2% |
| NCLH | Norwegian Cruise Line Holdings Ltd. | Liquidity | FY2026-Q2 | -37.5% | -11.1% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.