Core Insights - The launch of the "Winter Snow, Warm Sunshine - Meet in Shenyang" Ice and Snow Carnival Series and the 3rd Snow Football Village Super League marks the beginning of Shenyang's winter tourism season, emphasizing the integration of culture, tourism, sports, and commerce [1][3] Industry Development - Shenyang is developing a comprehensive industrial chain that encompasses ice-and-snow tourism, winter sports, ice-snow culture, and winter sports equipment, aiming to enhance the supply of winter projects and services [2] - The event is part of Shenyang's preparation for the 15th National Winter Games, positioning the ice-and-snow economy as a new growth driver for the region [2] Event Highlights - The 2025-2026 ice-and-snow season will feature nearly 300 activities focused on themes such as "snow fun & hot springs, theater performances & art exhibitions, and New Year folk customs," showcasing a blend of tradition and modern creativity [3] - The 3rd Snow Football Village Super League will involve over 100 teams from various districts and provinces, creating a new cultural tourism intellectual property (IP) for winter [3] Visitor Experience - The event includes a 400-meter-long snow slide, 40 ice-and-snow activities, regular fireworks displays, and a variety of local delicacies and warm beverages, enhancing the lively atmosphere of Shenyang's ice-and-snow economy [4]

Key Points Carnival posted blowout results this week, and the shares are trading for just 12 times forward earnings. Viking is trading for almost 30 times forward earnings, but it's growing a lot faster. The cruise line industry is well positioned to beat the market in 2026, but only one stock can deliver superior returns. These 10 stocks could mint the next wave of millionaires › On a planet whose surface consists mostly of water, it's not a surprise to see different companies cashing in on tra ...

Core Insights - The cruise sector is transitioning from survival to execution, with strong travel demand and full ships, but financial health and growth strategies are now critical for distinguishing between successful and struggling companies [1] Carnival Corporation (CCL) - Carnival is focused on improving its financial position and converting demand into consistent free cash flow, having reduced debt by over $10 billion and achieved an investment-grade leverage profile by the end of 2025 [2][4] - In 2025, Carnival reported record revenues, yields, operating income, and EBITDA, with net income exceeding $3 billion, a 60% year-over-year increase, driven by strong demand and higher ticket pricing rather than aggressive discounting [2][3] - For 2026, Carnival is about two-thirds booked at historically high prices, expecting continued yield growth supported by disciplined revenue management and unique private destinations [3] - Despite improvements, Carnival faces challenges with rising unit costs due to inflation and increased marketing spend, which may pressure margins [4] Royal Caribbean Cruises Ltd. (RCL) - Royal Caribbean is entering 2026 with strong demand and pricing momentum, with record bookings and high load factors, indicating reliance on premium offerings rather than discounts [5][6] - The company is expanding its private destination portfolio significantly, which supports yield growth and onboard spending, enhancing its competitive edge [7] - RCL maintains financial discipline with moderate capacity and yield growth, ending the quarter with leverage below 3x and nearly $7 billion in liquidity, allowing for capital returns and growth funding [8] - The company anticipates strong profit growth in 2026, with earnings likely starting with a "$17 handle" [8] Financial Performance and Valuation - The Zacks Consensus Estimate for Carnival's 2026 sales and EPS indicates year-over-year increases of 4.1% and 9.3%, respectively, with recent upward revisions in earnings estimates [10] - For Royal Caribbean, the 2026 sales and EPS estimates imply growth of 9.4% and 14.5%, respectively, with stable earnings estimates over the past month [12] - Year-to-date, Royal Caribbean's stock has risen 27.2%, outperforming the industry's 7.3% growth, while Carnival's shares have increased by 25.4% [13] - RCL trades at a forward P/E ratio of 16.45, while CCL's forward earnings multiple is 12.95, indicating differing valuations [15] Conclusion - Overall, Royal Caribbean appears to have a slight advantage over Carnival as the industry shifts from recovery to execution, with stronger pricing power and margin support due to its newer ships and premium offerings [17][19]

We recently published 10 Stocks on Jim Cramer’s Radar.  Carnival Corporation & plc (NYSE:CCL) is one of the stocks on Jim Cramer's radar. Carnival Corporation & plc (NYSE:CCL) is one of the largest cruise ship companies in America. Its shares are up by 26% year-to-date, notably on the back of a 25% surge since early December. The tail end of the month has seen several analysts set their sights on the firm. For instance, TD Cowen reduced its share price target to $35 from $37 and kept a Buy rating on the s ...

Carnival Corporation & plc (NYSE:CCL) is one of the best high volume stocks to buy right now. On December 22, Wells Fargo analyst Trey Bowers raised the firm’s price target on Carnival to $38 from $35 while keeping an Overweight rating on the shares. This decision was posted after the company announced its Q4 2025 earnings report. Carnival successfully addressed investor anxiety regarding 2026 yields and rising Caribbean competition by issuing strong yield growth guidance. The company’s projected EPS surpa ...

It’s Christmas Eve and Santa’s on his way. I hope you’ve completed all your shopping. The malls will be full of stressed-out last-minute shoppers. Thankfully, my wife and I spent most of our Christmas dough on this past summer’s vacation in Europe. Tomorrow will be a time to relax and enjoy family and friends. I hope you do the same. More News from Barchart In yesterday’s trading, the NYSE’s new 52-week highs outdid the 52-week lows, 125 to 47. On Nasdaq, the tables were turned, with new 52-week lows ...

Company Overview - Carnival Corporation operates as a cruise and vacation company and is the largest cruise operator in the world, carrying nearly half of the global cruise guests [11] - The company is headquartered in Miami, FL, and operates in North America, Australia, Europe, and Asia [11] Investment Ratings - Carnival is currently rated as a 3 (Hold) on the Zacks Rank, with a VGM Score of A, indicating a solid overall performance [11] - The Growth Style Score for Carnival is B, forecasting a year-over-year earnings growth of 7.6% for the current fiscal year [12] Earnings Estimates - For fiscal 2026, two analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.02 to $2.42 per share [12] - Carnival has an average earnings surprise of +160%, suggesting strong performance relative to expectations [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, Carnival is recommended as a potential investment for growth investors [12]

Core Insights - Carnival Corporation & plc (CCL) is shifting towards a disciplined commercial execution phase, focusing on pricing integrity as part of its yield strategy [1] - The company is prioritizing revenue optimization over maximum occupancy, indicating a strategic shift from volume-driven tactics [1][4] Group 1: Revenue Strategy - CCL is entering 2026 with a significant increase in Caribbean supply, with non-Carnival industry capacity expected to rise by approximately 14%, leading to a cumulative growth of about 27% over two years [2][9] - In the fiscal fourth quarter, CCL reported a net yield increase of 5.4% year over year, surpassing prior guidance by 110 basis points, attributed to sustained demand and a more measured promotional environment [3][9] - For fiscal 2026, CCL forecasts net yields in constant currency to rise approximately 2.5% compared to 2025 levels, reflecting a focus on balancing ticket pricing, onboard spending, and guest mix [4] Group 2: Competitive Landscape - CCL's closest competitors, Royal Caribbean Cruises Ltd. (RCL) and Norwegian Cruise Line Holdings Ltd. (NCLH), are adopting different strategies, with RCL focusing on yield quality and NCLH trading pricing for volume [5][6][7] - RCL is demonstrating strong demand and pricing resilience, leveraging differentiated assets to maintain pricing power despite increased capacity [6] - NCLH is increasing short Caribbean itineraries to attract families, which is lifting load factors but diluting blended pricing due to a higher mix of third and fourth guests per cabin [7] Group 3: Market Performance - CCL shares have gained 3.8% over the past three months, outperforming the industry's rise of 0.2% [10] - The stock trades at a forward price-to-earnings ratio of 13.13, significantly below the industry's average of 17.83 [12] - The Zacks Consensus Estimate for CCL's fiscal 2026 earnings implies a year-over-year increase of 7.6%, with EPS estimates having risen in the past 60 days [14]

Group 1 - The article provides a market analysis of Carnival Corporation, focusing on its financial performance and market position [1] - Carnival Corporation has shown signs of recovery post-pandemic, with increased bookings and revenue growth [1] - The company reported a revenue increase of 20% year-over-year, reaching $4.5 billion in the latest quarter [1] Group 2 - The cruise industry is experiencing a resurgence, with demand for travel and leisure activities on the rise [1] - Carnival Corporation is expanding its fleet and enhancing customer experiences to capture market share [1] - The company faces competition from other cruise lines, which may impact its market strategy and pricing [1]

Core Insights - Princess Cruises celebrated the christening of its Rose Parade float, named Star Princess, with a ceremonial break of a bottle of Pantalones Organic Tequila, honoring its maritime heritage [1][2] - The float showcases the design of the newest ship, Star Princess, featuring Sphere Class architecture and is set to highlight the upcoming 2026 inaugural Alaska season [2][3] Company Overview - Princess Cruises is recognized as the 1 cruise line in Alaska, offering vivid experiences that reflect the breathtaking landscapes and wildlife of the region [3] - The company is part of Carnival Corporation & plc and is known for delivering dream vacations with elite service and a variety of activities across numerous global destinations [8] Float Details - The float measures approximately 55 feet long and 21 feet high, decorated with over 300,000 flowers and natural materials, designed to evoke the beauty of Alaska [5] - The Rose Parade attracts around 800,000 spectators along its route and over 28 million U.S. television viewers, making it a significant event for brand visibility [4]