Sharon Zackfia Reaffirms Buy Rating on OneSpaWorld Holdings Amid Strong Revenue Growth and Positive Future Outlook

William Blair analyst Sharon Zackfia has reiterated their bullish stance on OSW stock, giving a Buy rating yesterday.

Sharon Zackfia has given her Buy rating due to a combination of factors related to OneSpaWorld Holdings’ recent performance and future outlook. The company reported first-quarter results that were at the high end of both top-line and bottom-line guidance, slightly surpassing consensus expectations. Despite a $1.1 million cash severance expense related to the departure of the chief commercial officer, the company demonstrated strong revenue growth.
Half of the 4% year-over-year revenue increase was attributed to fleet expansion, while the rest came from increased guest spending. Although operational metrics showed a slight deceleration from the previous quarter, the average weekly revenue per ship increased by 3%, and revenue per shipboard staff per day rose by 2.4%. These positive indicators, alongside the reiterated 2025 outlook, underpin Zackfia’s confidence in the company’s potential, justifying the Buy rating.

According to TipRanks, Zackfia is a 5-star analyst with an average return of 12.0% and a 50.23% success rate. Zackfia covers the Consumer Cyclical sector, focusing on stocks such as CarMax, Lululemon Athletica, and Royal Caribbean.

In another report released yesterday, Truist Financial also maintained a Buy rating on the stock with a $19.00 price target.