Returning to Silver Shadow, Silversea's World Cruise 2028 will visit 58 destinations across 5 continents, with new shore experiences and overland tours MIAMI, March 13, 2025 /PRNewswire/ -- Silversea, the leading experiential luxury and expedition travel brand, has unveiled its World Cruise 2028, An Ode to the Moment. Departing Miami for the first time on a Silversea World Cruise, Silver Shadow will set sail on January 5 and arrive in Nice on May 16, calling in 58 destinations in 29 countries, including 17 ...

Goldman Sachs analyst Lizzie Dove reiterated a Buy rating on the shares of Royal Caribbean Cruises Ltd RCL with a price forecast of $305.00.In its recent investor day, the management has set a target of a 20% compound annual growth rate (CAGR) in earnings per share through 2027, forecasting $20.50 compared to the consensus estimate of $19.90.Looking ahead, Royal Caribbean anticipates 1-1.5 percentage points of like-for-like yield growth, plus another 1-1.5 percentage points from new ships, which could rise ...

Core Points - Royal Caribbean is expanding its Artist Discovery Program to include Bahamian artists, allowing them to showcase their talents at the Royal Beach Club Paradise Island [1][3] - The program aims to highlight the vibrant culture of The Bahamas through various artistic expressions, including murals, dance performances, live music, and sculptures [3][6] - The Royal Beach Club Paradise Island is set to open in December 2025, featuring designated "art districts" to immerse guests in Bahamian traditions and culture [3][6] Summary by Sections Artist Discovery Program - The program invites up-and-coming artists from the destinations Royal Caribbean visits to spotlight local culture [2] - The next editions will take place on Star of the Seas and at Royal Beach Club Paradise Island in December 2025 [2] Opportunities for Artists - Artists can apply with submissions of murals, sculptures, music, or performances, with a deadline of March 28, 2025 [4] - The selection process will announce the first round in April and final selections in May, with installations by July 2025 [5] Royal Beach Club Paradise Island - The beach club will combine the beauty of The Bahamas with Royal Caribbean's signature experiences, including local food and culture [6] - It will feature the world's largest swim-up bar, The Floating Flamingo, enhancing the vacation experience [2]

Core Insights - The article emphasizes the importance of integrating top-down macro/thematic research with bottoms-up stock selection, focusing on a fundamentally-oriented "unit economics" approach to model and forecast company financials [1] Group 1: Research Focus - Recent research has concentrated on Artificial Intelligence, examining its transformative effects on companies, industries, and the broader economy [1] Group 2: Investment Philosophy - The belief is that earnings estimate revisions are a crucial driver of share prices, with valuation best expressed through five-year forward price-to-earnings ratios [1]

Core Insights - Royal Caribbean Group has launched the "Perfecta Program," a three-year financial initiative aimed at enhancing performance and achieving specific financial targets by the end of 2027 [1][2][3] - The program aims for a 20% compound annual growth rate in Adjusted Earnings per Share (EPS) compared to 2024 and a Return on Invested Capital (ROIC) of 16% or higher by the end of 2027 [13][7] Financial Goals - The Perfecta Program builds on the success of the previous Trifecta Program, which achieved its goals 18 months ahead of schedule [2] - The company plans to maintain a strong balance sheet with a target leverage ratio below 3.0x, ensuring flexibility for growth investments while delivering long-term shareholder value [5][4] Strategic Execution - The company will focus on moderate capacity growth, moderate yield growth, and strong cost control to achieve the program's goals [3] - An exciting lineup of new ships and private destinations is planned for delivery by 2027, including Star of the Seas and Perfect Day Mexico [3] Commitment to Sustainability - Royal Caribbean Group is dedicated to reducing its carbon intensity by 15% or greater compared to 2024, ensuring sustainable growth [1][3]

Core Viewpoint - Royal Caribbean is launching a new lineup of short getaway cruises for 2026-27, offering 2- to 5-night vacations across the Caribbean, featuring multiple ships and destinations [1][3][4] Group 1: Cruise Offerings - The new offerings include 11 Royal Caribbean ships, with highlights being the Oasis Class ships: Utopia, Wonder, Harmony, and Oasis of the Seas [1] - Destinations include Port Canaveral, Miami, and Fort Lauderdale, with a focus on both Eastern and Western Caribbean locations [1][4] - The lineup features a variety of experiences, from adrenaline-pumping activities at Perfect Day at CocoCay to relaxing beach days at the upcoming Royal Beach Club Paradise Island [3][4] Group 2: Unique Features - Utopia of the Seas will offer over 40 dining and entertainment options, along with numerous pools and attractions like the 10-story Ultimate Abyss dry slide [2][8] - The cruise line's private island, Perfect Day at CocoCay, will continue to be a key attraction, providing unique experiences such as the world's largest swim-up bar [2][4] - New Royal Beach Club locations are set to debut, including Royal Beach Club Paradise Island in December 2025 and Royal Beach Club Cozumel in late 2026 [4][8] Group 3: Year-Round Availability - Royal Caribbean will provide year-round 3- and 4-night getaways, ensuring vacationers can enjoy short escapes throughout the year [8] - Specific ships will operate from various ports, including Freedom of the Seas from Miami and Mariner of the Seas from Galveston, catering to diverse traveler preferences [8][9] - The cruise line aims to maximize vacation experiences with a mix of adventure and relaxation options available on each cruise [3][8]

Shares of Royal Caribbean Cruises Ltd. (RCL) have gained 46.9% over the past six months, outperforming the 29.5% rise in the Zacks Leisure and Recreation Services industry. The stock has also surpassed the broader Zacks Consumer Discretionary sector's growth of 16.2% and the S&P 500 index’s 7.6% rally during the same period. The stock closed at $237.66 yesterday, below its 52-week high of $277.08 but well above its 52-week low of $121.18.Royal Caribbean is capitalizing on strong demand for cruising, with bo ...

Core Viewpoint - The article discusses the reliability of Wall Street analysts' recommendations, particularly focusing on Royal Caribbean (RCL), and emphasizes the importance of using these recommendations in conjunction with other research tools like Zacks Rank to make informed investment decisions [1][4]. Brokerage Recommendations - Royal Caribbean has an average brokerage recommendation (ABR) of 1.50, indicating a consensus between Strong Buy and Buy, based on 22 brokerage firms [2]. - Out of the 22 recommendations, 16 are Strong Buy and 1 is Buy, which accounts for 72.7% and 4.6% of all recommendations respectively [2]. Limitations of Brokerage Recommendations - The article highlights that brokerage recommendations may not be reliable indicators of stock price movements due to analysts' vested interests, often leading to a bias towards more favorable ratings [5][9]. - Research indicates that for every "Strong Sell" recommendation, there are five "Strong Buy" recommendations, suggesting a significant positive bias [5]. Zacks Rank as an Alternative - Zacks Rank is presented as a more effective tool for predicting stock price movements, categorizing stocks into five groups based on earnings estimate revisions [7][10]. - The Zacks Rank is timely and reflects the latest earnings estimates, unlike the ABR, which may not be up-to-date [11]. Current Earnings Estimates for Royal Caribbean - The Zacks Consensus Estimate for Royal Caribbean has increased by 3.8% over the past month to $14.89, indicating growing optimism among analysts regarding the company's earnings prospects [12]. - This increase in consensus estimates has resulted in a Zacks Rank 2 (Buy) for Royal Caribbean, suggesting a positive outlook for the stock [13].

Core Viewpoint - Royal Caribbean Group has initiated a $1.0 billion share repurchase program, having already purchased $100 million worth of shares in open market transactions [1]. Company Overview - Royal Caribbean Group is a leader in the vacation industry, operating a global fleet of 67 ships across five brands, serving millions of guests annually [2]. - The company aims to deliver exceptional vacation experiences responsibly and is known for its innovative products and guest experiences [2]. - Royal Caribbean Group also has a 50% stake in a joint venture that operates TUI Cruises and Hapag-Lloyd Cruises [2]. Share Repurchase Program Details - The share repurchase program allows for purchases in the open market, privately negotiated transactions, or through other methods, subject to market conditions and applicable laws [3]. - The company is not obligated to repurchase any specific dollar amount or number of shares, and repurchases may be suspended or discontinued at any time [3].

Group 1 - The article emphasizes that during challenging economic conditions, companies have the opportunity to demonstrate their management capabilities and resilience [1] - It suggests that while many companies thrive in favorable environments, true performance is revealed when growth slows and earnings decline [1]