Royal Caribbean Cruises Ltd. (RCL) is scheduled to release first-quarter 2025 results on April 29, 2025.The Zacks Consensus Estimate for RCL’s first-quarter earnings per share (EPS) is pegged at $2.52, suggesting 42.4% growth from the $1.77 reported in the prior-year quarter. The consensus mark has increased 1.2% in the past 60 days. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)RCL's Earnings Estimate Trend Image Source: Zacks Investment Research The consensus mark for third-quar ...

Company Performance - Royal Caribbean's stock closed at $211.31, reflecting a +1.84% change, which underperformed compared to the S&P 500's gain of 2.03% on the same day [1] - Over the past month, Royal Caribbean shares have decreased by 5.62%, which is worse than the Consumer Discretionary sector's decline of 4.94% and the S&P 500's drop of 5.07% [1] Upcoming Earnings - The company's earnings report is scheduled for April 29, 2025, with an expected EPS of $2.52, representing a 42.37% increase year-over-year [2] - Revenue is anticipated to reach $4 billion, indicating a 7.39% rise compared to the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates predict earnings of $14.84 per share and revenue of $17.96 billion for the year, reflecting increases of +25.76% and +8.93% respectively compared to the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the company's business trends [3] Valuation Metrics - Royal Caribbean is currently trading at a Forward P/E ratio of 13.98, which is lower than the industry average of 16.98 [6] - The company has a PEG ratio of 0.71, compared to the Leisure and Recreation Services industry's average PEG ratio of 1.17 [6] Industry Context - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 139, placing it in the bottom 44% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

Core Viewpoint - Analysts forecast that Royal Caribbean (RCL) will report quarterly earnings of $2.52 per share, reflecting a year-over-year increase of 42.4%, with anticipated revenues of $4 billion, a 7.4% increase compared to the previous year [1]. Earnings Projections - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 0.1%, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue and Key Metrics - Analysts predict 'Revenues- Onboard and other' will reach $1.26 billion, a 6.1% increase from the prior year [5]. - 'Revenues- Passenger ticket' is estimated to be $2.74 billion, reflecting a year-over-year change of 7.8% [5]. - The 'APCD (Available passenger cruise days)' is projected to be 12,680.56 Days, up from 12,285.83 Days in the same quarter last year [5]. Operational Metrics - The 'Occupancy Rate' is expected to reach 107.7%, compared to 107% in the same quarter of the previous year [6]. - The consensus estimate for 'Passenger Cruise Days' stands at 13,646.20 Days, compared to 13,149.71 Days a year ago [6]. - 'Net Cruise Costs Excluding Fuel per APCD' is projected to be $131.66, compared to $129.91 from the previous year [6]. Cost and Passenger Estimates - 'Net Cruise Costs per APCD' is expected to be $153.69, slightly down from $154.65 a year ago [7]. - Analysts estimate that 'Passengers Carried' will reach 2.23 million, up from 2.05 million in the same quarter last year [7]. Stock Performance - Over the past month, shares of Royal Caribbean have returned -5.6%, compared to the Zacks S&P 500 composite's -5.1% change, with RCL currently holding a Zacks Rank 3 (Hold) [8].

酒店方面也不遑多让。4月3日，万豪国际下跌7.4%，希尔顿酒店下挫6.2%，凯悦酒店下跌7.63%，洲际 酒店下跌5.22%。随后三天这些酒店巨头的股价还在持续下跌，凯悦酒店4月8日的收盘价比4月2日下跌 16.4%，同样的，洲际酒店4月8日的收盘价格较4月2日下跌13.7%，希尔顿下跌13%，万豪国际下跌 12.9%。 邮轮公司的反应更为激烈。4月3日，各大邮轮股价暴跌，挪威邮轮大跌16.36%，嘉年华游轮大跌 13.69%，皇家加勒比游轮下跌11.04%。 值得一提的是，美国总统特朗普上任至今的三个多月来，挪威邮轮股价下跌38.57%，嘉年华邮轮下跌 29.77%，皇家加勒比游轮已经是表现最好的邮轮公司，三个月来依旧跌了17.93%。酒店集团的情况也 不乐观，凯悦酒店在过去三个月下跌31.38%，万豪下跌20.57%，希尔顿酒店下跌14.89%。美国另一家 OTA巨头Expedia则下跌15.65%，爱彼迎下跌13.65%。 资本市场的剧烈反应，本质上是对旅游企业实际经营困境的提前映射。股价开始预警时，实体企业正面 临着成本与需求的双重挤压。 航空业首先要面临零部件成本攀升、燃油成本波动、国际航线需求萎缩 ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Royal Caribbean, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected on April 29, 2025, with a consensus EPS estimate of $2.52, reflecting a +42.4% year-over-year change, and revenues projected at $4 billion, up 7.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.6% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading indicates a likely earnings beat, particularly when combined with a strong Zacks Rank [8][11]. Historical Performance - Royal Caribbean has consistently beaten consensus EPS estimates, achieving a surprise of +8.67% in the last reported quarter and beating estimates in the last four quarters [12][13]. Conclusion - Royal Caribbean is positioned as a strong candidate for an earnings beat, but investors should consider additional factors beyond earnings results when making investment decisions [14][16].

Dublin, April 17, 2025 (GLOBE NEWSWIRE) -- The "Manufacture of Bakery Products Industry in South Africa 2025" report has been added to ResearchAndMarkets.com's offering. This report focuses on the manufacture of bakery products and includes information on wheat production, flour milling, bakery product production and sales, prices, and products including health and vegan products. There is information on notable players and corporate actions, and influencing factors such as economic conditions, input costs ...

Core Insights - The Cormorant at 55 South is positioned as the southernmost hotel on Earth, designed to enhance the guest experience before their journey to Antarctica, emphasizing local culture and natural beauty [1][2][13] - The hotel features thoughtfully designed rooms with expansive windows offering panoramic views of Patagonia, incorporating local artisan craftsmanship to deepen the connection to the region [4][3] Company Overview - Silversea is recognized as a leader in experiential luxury and expedition travel, offering immersive experiences across all seven continents and focusing on personalized service [13][14] - The company has pioneered luxury expedition cruising since 2008, being the first to offer luxury Antarctica expeditions, and continues to enhance its offerings with a strong emphasis on destination leadership [7][13] Unique Offerings - The Cormorant will provide a seamless journey to Antarctica through innovative six-day Fly Cruise expeditions, allowing guests to bypass the Drake Passage while maintaining an enriching experience [6][13] - Silversea's expedition team consists of up to 28 experts, providing guided walks and insightful lectures to enhance the educational aspect of the Antarctic experience [7][8] New Initiatives - Silversea has launched "Stories by Silversea," a content series aimed at authentic storytelling and educational resources, which will include updates on the development of The Cormorant [9][10]

Core Viewpoint - Royal Caribbean Cruises Ltd. (RCL) has experienced a significant decline in share price, losing 12.6% in the past month, which is worse than the industry and S&P 500 declines of 13.2% and 5.5%, respectively, and is currently trading 31% below its 52-week high of $277.08 [1][2]. Price Performance - The cruise industry is facing challenges due to a tariff war and comments from Commerce Secretary Howard Lutnick regarding the industry's reliance on foreign-flagged vessels, raising concerns about U.S. tax avoidance [2]. - Despite the recent pullback, RCL shares have gained 51.2% over the past year, outperforming the industry's decline of 7.2% [6]. Operating Costs - In Q4 2024, RCL's total cruise operating expenses reached $2.05 billion, an increase of 8.6% year over year, with expectations of elevated fuel and food costs [5]. - Total operating expenses are projected to rise by 3.8% year over year to $8.98 billion in 2025 [5]. Valuation - RCL is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.37, which is below the industry average, indicating an attractive discount relative to its peers [7]. Booking Trends - The company is experiencing strong booking momentum, with record-setting bookings and robust demand across all products, particularly in North America [10]. - Advance purchase deposits are higher than previous years, allowing for strategic pricing and yield optimization [11]. Fleet Expansion - RCL's growth strategy includes expanding its fleet with innovative ships and unique destination experiences, with plans for a fourth Icon-class ship to join the fleet in 2027 [12][13]. - The company is also investing in private destinations to enhance guest experiences [12]. Earnings Estimates - Analysts have slightly reduced earnings estimates for the current and next years, projecting year-over-year growth rates of 25.7% and 16%, respectively [15]. - The Zacks Consensus Estimate for 2025 and 2026 sales is $17.95 billion and $19.71 billion, suggesting growth rates of 8.9% and 9.8% year over year [16]. Business Momentum - RCL continues to show strong underlying business momentum, supported by record bookings and fleet expansions that enhance long-term profitability [17].

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