Royal Caribbean Orders Two Discovery Class Ships, Expands Fleet with French Shipyard

Event summary

  • Royal Caribbean Group has ordered two Discovery Class ships from Chantiers de l'Atlantique, with options for four more.
  • First ship in the class is set to debut in 2029, second in 2032.
  • Discovery Class aims to redefine guest experiences with cutting-edge design and immersive moments.
  • Chantiers de l'Atlantique has built 21 ships for Royal Caribbean Group over the past four decades.
  • Royal Caribbean Group is expanding its portfolio to include eight land-based destinations by 2028.

The big picture

Royal Caribbean Group's order of Discovery Class ships underscores its commitment to innovation and expansion in the cruise industry. The partnership with Chantiers de l'Atlantique leverages France's shipbuilding expertise and reinforces Royal Caribbean's position as a vacation innovator. The move comes as the company diversifies its portfolio with land-based destinations and river cruises, aiming to solidify its market leadership.

What we're watching

Innovation Pace
How quickly Royal Caribbean can integrate new technology and design into the Discovery Class to maintain a competitive edge.
Execution Risk
Whether Royal Caribbean can deliver the Discovery Class ships on time and within budget, given the long lead times and complex nature of shipbuilding.
Market Demand
The pace at which the cruise industry recovers and whether demand for innovative vacation experiences will sustain the investment in the Discovery Class.