OneSpaWorld Holdings Ltd. (OSW)

In January 2026, OneSpaWorld reaffirmed its Q4 adjusted EBITDA forecast and revised its Q4 revenue forecast, also announcing preliminary revenue expectations for fiscal year 2025 and guidance for 2026. In December 2025, the stock price declined by 7.3% due to institutional investor activity and insider selling, with a valuation analysis suggesting overvaluation, though Stifel reaffirmed a "Buy" rating. OneSpaWorld also announced a reorganization of its operations in the United Kingdom and Italy, completed on December 31, 2025. In October 2025, OneSpaWorld released its Q3 earnings report, meeting analysts' consensus estimates. Throughout 2025, the company achieved record-high revenue and Adjusted EBITDA, returning $92.9 million to shareholders and investing $15.0 million in debt reduction, while also increasing its quarterly dividend. Analyst ratings saw adjustments, and insider selling activity was reported. The company was also dropped from the Russell Microcap Index.

Demand for OneSpaWorld's products and services is influenced by the cyclical nature of the travel and leisure industry, particularly cruise travel, with strong consumer demand during the summer season and outstanding performance during New Year's cruises.

OneSpaWorld Holdings Ltd. is a global operator of health and wellness centers, primarily on cruise ships and at destination resorts. It operates in the Consumer Cyclical sector, offering health, fitness, beauty, and wellness services and products, including body care, salon services, skincare treatments, fitness facilities, and medi-spa services. The company also sells products through timetospa.com and provides access to brands like ELEMIS and Kérastase.

OneSpaWorld operates health and wellness centers on approximately 207 cruise ships and at 46 destination resorts across North America, Europe, the Caribbean, and the Asia-Pacific region. The company recently exited land-based operations in Asia, which generated approximately $23 million in revenue during 2025.

OneSpaWorld focuses on high-quality standards and service delivery, continually evolving its offerings. In January 2026, the company published its second annual Sustainability and Social Responsibility Report, highlighting its commitment to responsible business practices and transparency in ESG matters. The company's annual reports have an aggregate usefulness score of 4.7 out of 5.0 based on 113 reviews.

Institutional investors hold a significant portion of OneSpaWorld's stock, ranging from approximately 76.11% to 97.2%, with major holders including Ariel Investments and BlackRock. Individual insiders own between 3.88% and 3.90% of the stock, with John Rogers owning the most shares among individuals.