Investors interested in Leisure and Recreation Services stocks are likely familiar with Carnival (CCL) and Airbnb, Inc. (ABNB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stoc ...

Core Viewpoint - The consumer discretionary sector has shown moderate growth over the past year, but is currently experiencing a negative year-to-date performance, prompting the identification of five stocks with potential for investment despite the sector's recent slump [2][4]. Consumer Discretionary Sector Overview - The consumer discretionary sector is characterized as growth-oriented, with share prices expected to increase over the long term. This sector is sensitive to market interest rate movements and typically exhibits an inverse relationship with them [3]. Interest Rate Impact - The Federal Reserve's recent easy monetary policies, including significant cuts to the benchmark lending rate, have created uncertainty regarding interest rate trajectories for the current year. Additionally, concerns about AI's impact on corporate profits have affected growth-oriented stocks [4]. Selected Stocks for Investment - Five consumer discretionary stocks have been identified for investment based on their favorable Zacks Rank: Ralph Lauren Corp., Roku Inc., Airbnb Inc., FOX Corp., and Carnival Corporation & plc. Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy), with potential for double-digit price upside in the short term [5]. Ralph Lauren Corp. (RL) - Ralph Lauren has a Zacks Rank of 2 and is benefiting from its "Next Great Chapter: Drive Plan," which emphasizes brand elevation and operational agility. The company expects revenue growth in the high-single to low-double digits for fiscal 2026, with gross margin increasing by 40-80 basis points and operating margin expanding by 100-140 basis points [6][7]. - The expected revenue and earnings growth rates for Ralph Lauren are 11.7% and 30.5%, respectively, for the current year, with a short-term average price target indicating an 11.8% increase from the last closing price of $369.18 [8]. Roku Inc. (ROKU) - Roku holds a Zacks Rank of 1, showcasing strong platform revenue growth driven by innovative advertising and streaming services. The company has achieved significant household penetration and improved profitability through strong free cash flow generation [9][10]. - Roku's expected revenue and earnings growth rates are 15.4% and over 100%, respectively, for the current year, with a short-term average price target suggesting a 35.7% increase from the last closing price of $90.06 [13]. Airbnb Inc. (ABNB) - Airbnb has a Zacks Rank of 2 and is experiencing growth in Nights and Experiences Booked, positively impacting its Gross Booking Value. The company benefits from increasing guest demand and a recovery in cross-border travel [14][15]. - The expected revenue and earnings growth rates for Airbnb are 10.8% and 18.1%, respectively, for the current year, with a short-term average price target indicating a 20.4% increase from the last closing price of $121.35 [16]. FOX Corp. (FOX) - FOX has a Zacks Rank of 1 and produces a variety of content, including news and sports. The expected revenue and earnings growth rates for FOX are -0.9% and -2.3%, respectively, for the current year, but the Zacks Consensus Estimate for earnings has improved by 6.9% over the last 30 days [17]. - The short-term average price target for FOX suggests a 36.1% increase from the last closing price of $51.56 [18]. Carnival Corporation & plc (CCL) - Carnival has a Zacks Rank of 1 and is benefiting from strong demand, increased booking volumes, and a focus on marketing to attract new customers. The company emphasizes the role of digital marketing and AI in enhancing effectiveness [19][20]. - The expected revenue and earnings growth rates for Carnival are 4.6% and 12.9%, respectively, for the current year, with a short-term average price target indicating a 19.1% increase from the last closing price of $31.77 [21].

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]

Core Viewpoint - Carnival Corporation (CCL.US) has resumed quarterly dividends, planning to distribute a dividend of $0.15 per share on February 27, 2026, to shareholders on record as of February 13, 2026 [1] Financial Outlook - Truist Securities maintains a "Hold" rating for Carnival Corporation as of January 22, 2026, with a target price set at $34 [1] - In the financial report released in December 2025, the company projected an adjusted earnings per share of $0.17 for the first quarter of 2026 and anticipates overall profit growth for the year [1]

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].