Stock Markets February 12, 2026

John W. Chidsey Named CEO of Norwegian Cruise Line Holdings

Veteran consumer-industry executive takes helm as company reiterates Q4 2025 guidance and sets March 2, 2026 earnings date

By Derek Hwang NCLH
John W. Chidsey Named CEO of Norwegian Cruise Line Holdings
NCLH

Norwegian Cruise Line Holdings Ltd. has appointed John W. Chidsey as its President and Chief Executive Officer, replacing Harry Sommer. Chidsey, a returning board member, outlined execution and performance improvement as priorities. The company reiterated expectations for fourth-quarter 2025 Net Yield and said quarterly and full-year 2025 results remain consistent with prior guidance.

Key Points

  • John W. Chidsey has been appointed President and CEO of Norwegian Cruise Line Holdings, effective immediately.
  • Chidsey previously served on the company's board from 2013 to 2022 and rejoined as a director in February 2025; he replaces Harry Sommer who is stepping down from the CEO, President and director roles.
  • The company expects fourth-quarter 2025 Net Yield to be around the midpoint of its previously disclosed range and anticipates core quarterly and full-year 2025 results to be consistent with guidance issued on November 4, 2025; fourth-quarter and full-year results will be released on March 2, 2026.

Norwegian Cruise Line Holdings Ltd. has named John W. Chidsey as its new President and Chief Executive Officer, with the appointment effective immediately.

Chidsey returns to a leadership role at the company after having served on its board previously from 2013 to 2022 and rejoining as a director in February 2025. He succeeds Harry Sommer, who is stepping down from his responsibilities as President, Chief Executive Officer and director.

The board highlighted Chidsey's track record in steering consumer-facing companies through strategic change. His most recent position was Chief Executive Officer of Subway Restaurants, where he served for five years and led efforts to reposition the brand and modernize operations. Earlier in his career he was CEO of Burger King Holdings, Inc. after serving as President and Chief Financial Officer there.

Stella David, chairperson of the board, commented on the leadership change, saying: "John has been a highly respected leader and strategic voice. He is the right person to lead the Company through its next phase of execution and performance improvement."

In outlining his immediate priorities, Chidsey said his focus will be "to sharpen execution, improve performance, and continue providing exceptional vacation experiences while delivering durable, long-term value creation."

Norwegian Cruise Line Holdings operates three cruise brands: Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. Alongside the leadership announcement, the company provided an earnings-related update for the fourth quarter of 2025.

The operator said it expects fourth-quarter 2025 Net Yield to be approximately at the midpoint of the range it previously disclosed. It also stated that its core quarterly and full-year 2025 results are anticipated to align with the guidance the company issued on November 4, 2025.

Investors and market participants will have a formal view of the quarter when the company reports its fourth-quarter and full-year 2025 results on Monday, March 2, 2026.


Upcoming schedule

  • Fourth-quarter and full-year 2025 results: Monday, March 2, 2026
  • Company guidance: core quarterly and full-year 2025 expected to be in line with November 4, 2025 guidance

Risks

  • Change in leadership could introduce short-term execution risk for the cruise operator as the new CEO implements performance improvement measures - this affects the consumer travel and leisure sector.
  • Guidance reliance - while the company expects results to align with prior guidance, there remains the risk that fourth-quarter results could deviate when formally reported on March 2, 2026 - this impacts investor sentiment and market reaction in the travel and leisure sector.
  • Operational transition risks tied to a new executive agenda, as Chidsey focuses on sharpening execution and improving performance, could affect near-term operations and service delivery across the company's three cruise brands.

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