Key Takeaways RL, ROKU, ABNB, FOX and CCL show double-digit upside despite sector's slump.ROKU and CCL benefit from strong demand, AI-driven strategies and record bookings.ABNB and RL project solid revenue growth, while FOX holds strong price target upside.The consumer discretionary sector has witnessed moderate growth in the past year, despite a strong rally in U.S. stock markets. The situation has aggravated as the sector is in the negative year-to-date. Structurally, the consumer discretionary sector is ...

Key Takeaways CCL expects fuel and FX to add about $0.20 per share to FY26 earnings.Carnival projects a $0.17 per share fuel benefit and $0.03 from FX in FY26 based on price and currency moves.CCL forecasts $3.45B adjusted net income and $2.48 EPS for FY26, indicating an increase Y/Y.Carnival Corporation & plc (CCL) outlined a measurable earnings tailwind for fiscal 2026, stemming from fuel prices and currency movements. Management expects the combined impact of fuel and foreign exchange to contribute appro ...

Core Insights - The gold loan carnival in India, running from November 25, 2025, to February 28, 2026, allows customers to leverage their gold holdings for loans while enjoying exclusive rewards [3][9] - Bajaj Finance offers a streamlined process for obtaining gold loans, emphasizing quick approval, competitive interest rates, and minimal documentation [2][5] Group 1: Gold Loan Carnival - The carnival provides rewards for loans of Rs. 1,00,000 or more, including travel vouchers, a 42" LED TV, and other appliances, with restrictions on repayment within 180 days [3][4] - Each customer can claim only one reward during the carnival period, ensuring fair participation [6] Group 2: Benefits of Gold Loans - Gold loans are secured by pledging gold jewelry, which facilitates faster approval and access to funds [5][12] - Bajaj Finance offers competitive interest rates based on gold purity and value, along with flexible repayment options [12] Group 3: Application Process - The application process is user-friendly, allowing submissions online or at over 1,100 branches across India, with minimal documentation required [12][13] - Pledged gold is securely stored and insured at no extra cost, providing peace of mind to borrowers [12]

Economic Overview - Consumer sentiment in the U.S. improved to a six-month high of 57.3 in February, up from 56.4 in January, surpassing the consensus estimate of 55 [3][11] - Despite concerns over high prices and a tightening labor market, consumers remain optimistic about inflation easing in the near future [4][5] Consumer Discretionary Stocks - Recommended stocks include Carnival Corporation & plc (CCL), Dolby Laboratories, Inc. (DLB), Marriott International, Inc. (MAR), and Ralph Lauren Corporation (RL) due to positive earnings estimate revisions and strong Zacks rankings [2] - CCL, the largest cruise operator globally, has an expected earnings growth rate of 12.9% for the current year, with earnings estimates improving by 5.8% over the last 60 days [8][11] - DLB, which focuses on audio and imaging technologies, has an expected earnings growth rate of 0.9% for the current year, with estimates up by 1.9% in the past 60 days [10] - MAR, a leading hospitality company, anticipates earnings growth of 15.7%, with estimates increasing by 1% over the last 60 days [11] - RL, a designer and distributor of premium lifestyle products, expects a significant earnings growth rate of 30.5% for the next year, with estimates improving by 5.2% in the past 60 days [13]

经济观察网嘉年华邮轮(CCL.US)近期有多个值得关注的事件。公司董事会已恢复季度股息，计划于 2026年2月27日向记录日期2026年2月13日的股东派发每股0.15美元股息。此外，Truist Securities在2026 年1月22日维持对嘉年华邮轮的"持有"评级，目标价为34美元。公司此前在2025年12月公布财报时提及 2026年财务展望，预计第一季度调整后每股收益为0.17美元，并展望全年盈利增长。 以上内容基于公开资料整理，不构成投资建议。 ...

Key Takeaways Carnival closed FY25 with a stronger balance sheet after cutting debt by over $10B.CCL completed a $19B refinancing, lowering interest costs and reaching 3.4x net debt-to-EBITDA.Carnival projects leverage below 3x in 2026 and reinstated a $0.15 quarterly dividend.Carnival Corporation & plc (CCL) closed fiscal 2025 with a materially stronger balance sheet, underscoring the progress of its multi-year deleveraging effort. Management reported that the company has reduced total debt by more than $1 ...

国际邮轮协会报告预测，2025年全球邮轮游客规模将达到3770万人次，较2019年增长106%，2027年将进一步增长至4000万人次。其中，亚太地区将成为增 长主引擎，未来几年年均增速预计可达19.6%，中国作为全球第二大客源市场，将贡献超半数增量。 皇家加勒比集团（RCL）是全球第二大邮轮运营商，成立于1972年，总部位于美国佛罗里达州迈阿密。旗下五大品牌拥有69艘邮轮，包括全球最大的8艘豪 华邮轮，吨位从226637至248663总吨不等，航线遍布七大洲。2025年实现营收179.35亿美元，净利润42.68亿美元，同比分别增长8.8%和48.35%。 据权威行业媒体《邮轮行业新闻》（Cruise Industry News）数据显示，截至2025年12月，全球在建及已签约邮轮订单达到76艘，总价值高达824亿美元（约 合人民币5718亿元），交付计划将持续至2036年。这意味着，未来十年邮轮业将成为全球航运领域资本最密集、技术最前沿的细分赛道之一。 四大邮轮集团——嘉年华集团（Carnival Corporation & PLC）、皇家加勒比集团（Royal Caribbean Group）、地中海邮 ...

Core Viewpoint - Princess Cruises has been awarded the Ospitalità Italiana Certification for Alfredo's Pizzeria aboard Sun Princess and Star Princess, recognizing its commitment to authentic Italian cuisine and hospitality [1][2]. Group 1: Certification and Recognition - The Ospitalità Italiana Certification is a prestigious global recognition awarded to establishments that uphold Italy's culinary heritage, reinforcing Princess Cruises as a destination for authentic Italian dining [2]. - This certification highlights Princess Cruises' dedication to using fresh ingredients and traditional culinary techniques, ensuring guests experience genuine Neapolitan-style pizza [2][4]. Group 2: Culinary Partnerships and Offerings - Princess Cruises celebrates its partnership with chef Tony Gemignani, a 13-time World Pizza Champion, who contributes his expertise to Alfredo's Pizzeria [3][4]. - Chef Gemignani has created five unique pizzas for Princess, featuring premium ingredients and innovative flavors, further enhancing the cruise line's reputation for offering the "Best Pizza at Sea" as recognized by USA Today [4]. Group 3: Company Overview - Princess Cruises is part of Carnival Corporation & plc and is known for delivering dream vacations with elite service and a variety of experiences across numerous sought-after destinations [5]. - The company operates a fleet of 17 ships, including the recently launched Star Princess, which has been recognized as the Condé Nast Traveler Mega Ship of the Year for two consecutive years [5].

APIA, Samoa, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Phemex, a user-first crypto exchange, announced the launch of Phemex TradFi, a new futures trading offering that allows users to access traditional financial assets, including stocks and precious metals, on a 24/7 basis. Futures linked to commodities, foreign exchange, and global indices will be introduced in subsequent phases. The launch marks Phemex's entry into multi-market derivatives, enabling traders to manage exposure to both crypto and traditional asset ...

Core Insights - The 2026 rankings highlight a diverse array of cruise ships, showcasing modern amenities and unique experiences tailored for various traveler preferences [1][2] - The cruise industry is evolving towards experience-led itineraries that prioritize cultural and thematic relevance over traditional luxury [60][64] Industry Trends - **Experience-Led Itineraries**: Modern travelers are increasingly drawn to cruises that offer narrative-driven experiences, enhancing emotional connections to destinations [60] - **Seasonal Timing**: The appeal of cruise itineraries is significantly influenced by seasonal factors, with optimal climate conditions and wildlife activity driving demand [61] - **Destination Immersion**: Longer port stays and access to secondary destinations are becoming essential for cultural engagement, allowing travelers to connect more deeply with locations [62] - **Luxury Cruising**: The luxury segment is shifting focus towards privacy and personalization, favoring smaller ships that provide intimate experiences [63] Ranking Methodology - The Top 50 Cruise Ships ranking is based on a comprehensive evaluation of itinerary strength, destination relevance, experiential depth, seasonal alignment, and overall traveler appeal [65][67]