Reinhart Partners Increases Stake in OneSpaWorld
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy OSW?
Source: Fool
- Stake Increase: Reinhart Partners increased its position in OneSpaWorld by 1,697,822 shares in Q1 2026, with an estimated transaction value of $36.11 million, indicating strong confidence in the company, especially after a 10% price rise.
- Market Performance: As of April 13, 2026, OneSpaWorld shares traded at $24.94, reflecting a 47.32% increase over the past year, outperforming the S&P 500 by 17 percentage points, showcasing its robust performance in the health and beauty market.
- Market Share: OneSpaWorld holds a 90% market share in spa-at-sea services, nearly monopolizing its unique niche, with projected revenue growth of at least 6% in 2026, indicating stable growth potential.
- Shareholder-Friendly Policies: The company has resumed paying a growing dividend and initiated share buybacks post-pandemic, demonstrating a shareholder-friendly approach that enhances investor confidence and is likely to attract long-term investors.
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Analyst Views on OSW
Wall Street analysts forecast OSW stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 24.420
Low
24.00
Averages
26.00
High
27.00
Current: 24.420
Low
24.00
Averages
26.00
High
27.00
About OSW
OneSpaWorld Holdings Limited is a health and wellness services company. The Company provides health, fitness, beauty and wellness services and sells related products, and operates on approximately 195 cruise ships and at 50 destination resorts around the world. Its services include traditional body, salon, and skin care services and products; self-service fitness facilities, specialized fitness classes and personal fitness training; pain management, detoxifying programs and comprehensive body composition analyses; weight management programs and products, and advanced medi-spa services, among others. The Company offers its guests access to beauty and wellness brands including ELEMIS, Kerastase, BOTOX Cosmetic, Dysport, Restylane, Perlane, Thermage, CoolSculpting, truSculpt 3D and truSculpt iD, among others. It operates spas, salons and fitness centers on various cruise lines, such as Costa Cruises, Norwegian Cruise Line, Regent Seven Seas Cruises and Seabourn Cruise Line, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Leisure & Recreation Services Industry Outlook
- Industry Pressures Intensify: The leisure and recreation services sector is facing pressures from weak consumer spending due to inflation and economic uncertainty, leading to reduced overall spending and squeezed profit margins, which impacts future growth investments.
- Strong Demand Support: Despite challenges, the cruise industry benefits from robust bookings in North American and European sailings, which are expected to drive future revenue growth, particularly with strong pricing and onboard spending in high-demand voyages.
- Accelerated Digital Transformation: Technology is playing an increasingly vital role in the delivery and management of leisure services, with online booking systems and personalized promotions enhancing customer engagement, while data analytics and automation improve operational efficiency in a tight labor market.
- New Revenue Growth Models: Leisure operators are increasing revenue per customer by offering premium options and membership services, enhancing customer experience and loyalty, thereby protecting profitability without significantly impacting demand.
See More
Reinhart Partners Increases Stake in OneSpaWorld
- Stake Increase: Reinhart Partners increased its position in OneSpaWorld by 1,697,822 shares in Q1 2026, with an estimated transaction value of $36.11 million, indicating strong confidence in the company, especially after a 10% price rise.
- Market Performance: As of April 13, 2026, OneSpaWorld shares traded at $24.94, reflecting a 47.32% increase over the past year, outperforming the S&P 500 by 17 percentage points, showcasing its robust performance in the health and beauty market.
- Market Share: OneSpaWorld holds a 90% market share in spa-at-sea services, nearly monopolizing its unique niche, with projected revenue growth of at least 6% in 2026, indicating stable growth potential.
- Shareholder-Friendly Policies: The company has resumed paying a growing dividend and initiated share buybacks post-pandemic, demonstrating a shareholder-friendly approach that enhances investor confidence and is likely to attract long-term investors.
See More
Niagen IV Launches at High-End Cruise Medi-Spa Clinics
- New Partnership: Niagen Bioscience has partnered with OneSpaWorld to offer pharmaceutical-grade Niagen IV at over 80 high-end cruise Medi-Spa clinics, marking its first entry into the cruise market, which is expected to significantly enhance brand visibility and market share.
- Market Expansion: This collaboration provides Niagen IV with a new access point outside the U.S., catering to high-end consumers seeking health and longevity experiences while on vacation, thereby driving sales growth and brand influence.
- Product Advantages: The next-generation Niagen IV formulation offers 75% shorter infusion times and a faster rise in NAD+ blood levels compared to traditional NAD+ IV, which is anticipated to improve patient experience and attract more customers.
- Strategic Implications: By partnering with OneSpaWorld, Niagen Bioscience not only expands its clinical channels but also strengthens its competitive position in the global health and longevity market, further solidifying its industry leadership.
See More
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OneSpaWorld Declares Quarterly Dividend of $0.05
- Quarterly Dividend Declaration: OneSpaWorld has declared a quarterly dividend of $0.05 per share, consistent with previous distributions, reflecting the company's ongoing efforts to maintain stable cash flow, despite a modest yield of 0.9%.
- Payment Schedule: The dividend is set to be paid on March 25, with a record date of March 11 and an ex-dividend date also on March 11, ensuring shareholders receive their returns promptly, which may bolster investor confidence.
- Consecutive Dividend Payments: The company has now announced a $0.05 dividend for two consecutive quarters, indicating its stability in the current economic climate, even as it faces slight declines in revenue and earnings.
- Future Revenue Outlook: OneSpaWorld anticipates revenues exceeding $1 billion in 2026, driven primarily by AI initiatives and new ship builds, demonstrating the company's confidence in future growth prospects.
See More
OneSpaWorld Reports Record Q4 2025 Earnings Driven by Innovation and Growth
- Innovation-Driven Growth: OneSpaWorld achieved total revenue of $242.1 million in Q4 2025, an 11% increase year-over-year, primarily driven by fleet expansion and increased guest spending, further solidifying its market leadership.
- Strategic Restructuring: The company exited land-based health centers in Asia and reorganized operations in the UK and Italy, focusing on maximizing efficiency in its sea-based health centers, thereby optimizing resource allocation and enhancing profitability.
- High-Value Service Expansion: The introduction of high-value services such as Medi-Spa and Acupuncture led to revenue growth of 23% to 40% in Q4, demonstrating the company's strategic success in enhancing customer experience and diversifying revenue streams.
- Optimistic Future Outlook: Management expects total revenues for fiscal 2026 to exceed $1 billion for the first time, with adjusted EBITDA projected between $128 million and $138 million, reflecting the company's confidence in future growth and ongoing commitment to innovation.
See More
Leisure & Recreation Services Industry Outlook
- Industry Pressures Intensify: The leisure and recreation services sector is facing pressures from weak consumer spending due to inflation and economic uncertainty, leading to reduced overall spending and squeezed profit margins, which impacts future growth investments.
- Strong Demand Support: Despite challenges, the cruise industry benefits from robust bookings in North American and European sailings, which are expected to drive future revenue growth, particularly with strong pricing and onboard spending in high-demand voyages.
- Accelerated Digital Transformation: Technology is playing an increasingly vital role in the delivery and management of leisure services, with online booking systems and personalized promotions enhancing customer engagement, while data analytics and automation improve operational efficiency in a tight labor market.
- New Revenue Growth Models: Leisure operators are increasing revenue per customer by offering premium options and membership services, enhancing customer experience and loyalty, thereby protecting profitability without significantly impacting demand.
See More
Reinhart Partners Increases Stake in OneSpaWorld
- Stake Increase: Reinhart Partners increased its position in OneSpaWorld by 1,697,822 shares in Q1 2026, with an estimated transaction value of $36.11 million, indicating strong confidence in the company, especially after a 10% price rise.
- Market Performance: As of April 13, 2026, OneSpaWorld shares traded at $24.94, reflecting a 47.32% increase over the past year, outperforming the S&P 500 by 17 percentage points, showcasing its robust performance in the health and beauty market.
- Market Share: OneSpaWorld holds a 90% market share in spa-at-sea services, nearly monopolizing its unique niche, with projected revenue growth of at least 6% in 2026, indicating stable growth potential.
- Shareholder-Friendly Policies: The company has resumed paying a growing dividend and initiated share buybacks post-pandemic, demonstrating a shareholder-friendly approach that enhances investor confidence and is likely to attract long-term investors.
See More
Niagen IV Launches at High-End Cruise Medi-Spa Clinics
- New Partnership: Niagen Bioscience has partnered with OneSpaWorld to offer pharmaceutical-grade Niagen IV at over 80 high-end cruise Medi-Spa clinics, marking its first entry into the cruise market, which is expected to significantly enhance brand visibility and market share.
- Market Expansion: This collaboration provides Niagen IV with a new access point outside the U.S., catering to high-end consumers seeking health and longevity experiences while on vacation, thereby driving sales growth and brand influence.
- Product Advantages: The next-generation Niagen IV formulation offers 75% shorter infusion times and a faster rise in NAD+ blood levels compared to traditional NAD+ IV, which is anticipated to improve patient experience and attract more customers.
- Strategic Implications: By partnering with OneSpaWorld, Niagen Bioscience not only expands its clinical channels but also strengthens its competitive position in the global health and longevity market, further solidifying its industry leadership.
See More
Key Wall Street Rating Updates from Tuesday
- Apple Services Strength: Evercore ISI reiterates Apple as outperform based on a survey of 3,500 smartphone users indicating continued strength in Apple Services like Apple TV, with both engagement and monetization trending higher, suggesting enhanced competitiveness in its services ecosystem.
- Ralph Lauren Brand Elevation: Citi upgrades Ralph Lauren from neutral to buy, citing management's brand elevation efforts that have driven strong performance, with a projected 6.5% sales CAGR and over 350bps EBIT margin expansion by FY26, indicating significant long-term growth potential.
- Ecolab Investment Opportunity: JPMorgan upgrades Ecolab from neutral to overweight, noting that the stock has declined since February 27 amid rising Middle East tensions, while the broader market is down 4%, suggesting a buying opportunity for investors anticipating a rebound.
- AI Infrastructure Market Outlook: Bank of America initiates coverage of Nebius Group with a buy rating and a $150 price target, highlighting the company's differentiated offering in the rapidly growing AI Infrastructure-as-a-Service market, expected to benefit from sustained demand for AI computing.
See More
OneSpaWorld Declares Quarterly Dividend of $0.05
- Quarterly Dividend Declaration: OneSpaWorld has declared a quarterly dividend of $0.05 per share, consistent with previous distributions, reflecting the company's ongoing efforts to maintain stable cash flow, despite a modest yield of 0.9%.
- Payment Schedule: The dividend is set to be paid on March 25, with a record date of March 11 and an ex-dividend date also on March 11, ensuring shareholders receive their returns promptly, which may bolster investor confidence.
- Consecutive Dividend Payments: The company has now announced a $0.05 dividend for two consecutive quarters, indicating its stability in the current economic climate, even as it faces slight declines in revenue and earnings.
- Future Revenue Outlook: OneSpaWorld anticipates revenues exceeding $1 billion in 2026, driven primarily by AI initiatives and new ship builds, demonstrating the company's confidence in future growth prospects.
See More
OneSpaWorld Reports Record Q4 2025 Earnings Driven by Innovation and Growth
- Innovation-Driven Growth: OneSpaWorld achieved total revenue of $242.1 million in Q4 2025, an 11% increase year-over-year, primarily driven by fleet expansion and increased guest spending, further solidifying its market leadership.
- Strategic Restructuring: The company exited land-based health centers in Asia and reorganized operations in the UK and Italy, focusing on maximizing efficiency in its sea-based health centers, thereby optimizing resource allocation and enhancing profitability.
- High-Value Service Expansion: The introduction of high-value services such as Medi-Spa and Acupuncture led to revenue growth of 23% to 40% in Q4, demonstrating the company's strategic success in enhancing customer experience and diversifying revenue streams.
- Optimistic Future Outlook: Management expects total revenues for fiscal 2026 to exceed $1 billion for the first time, with adjusted EBITDA projected between $128 million and $138 million, reflecting the company's confidence in future growth and ongoing commitment to innovation.
See More
