Royal Caribbean Cruises .(RCL)
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皇家加勒比发布“海洋光谱号”2026—2027年航线部署计划
Bei Jing Shang Bao· 2026-01-22 16:14
皇家加勒比国际游轮大中华区总裁博杰明表示,基于对中国出行趋势的持续洞察,皇家加勒比推出全新 目的地,既包含深度游航线,同时也保证航线的灵活度。2026—2027航季,"海洋光谱号"将继续全年部 署在中国市场,以上海、香港母港为核心,通过多样航线设计和不同目的地组合,满足中国游客海上度 假需求。 据了解,在目的地布局方面,2026年5月起,皇家加勒比推出全新目的地韩国丽水,进一步拓展了韩国 航线的丰富度。 北京商报讯(记者 吴其芸)1月22日,皇家加勒比游轮(以下简称"皇家加勒比")正式公布2026年5月 —2027年4月"海洋光谱号"航线部署计划。据悉,皇家加勒比2026—2027中国母港航线规划不仅涵盖新 目的地韩国丽水,还在2026年国庆长假期间推出韩国"大回环"深度游航线,覆盖家庭度假、假期出行及 灵活休闲等多元出游场景。 此外,"海洋光谱号"将于11月1日抵达香港开启母港运营,并于2027年1月19日返回上海,全年部署并深 耕于中国市场。 2026年国庆假期,"海洋光谱号"将打造韩国"大回环"航程,串联仁川、济州与釜山三大热门目的地,覆 盖都市、人文与海岛风光。 ...
Should You Invest in Royal Caribbean (RCL) Based on Bullish Wall Street Views?
ZACKS· 2026-01-22 15:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Royal Caribbean (RCL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Royal Caribbean currently has an ave ...
跌破1800元,中国邮轮业正在集体返贫
36氪· 2026-01-22 13:46
Core Viewpoint - The cruise industry is facing a potential price war due to the cancellation of Japanese port routes and the resulting shift in focus to South Korea, leading to increased competition and declining ticket prices [4][12][22]. Group 1: Market Dynamics - Since late last year, cruise companies have significantly reduced or canceled routes to Japan, making South Korea a critical alternative for many operators [4][6]. - A foreign cruise company's executive noted that the demand for South Korean ports has surged, but securing docking schedules has become competitive, with many slots already booked by domestic companies [5][6]. - Sales for South Korean routes are lagging compared to the previous year, indicating a challenging market environment [8][9]. Group 2: Pricing Trends - The return of low ticket prices has been observed, with Royal Caribbean's Spectrum of the Seas offering interior cabins at prices as low as 1,831 yuan, marking a significant drop [13]. - MSC Mediterranean's Glory has introduced promotions such as "buy 1 get 3 free" for family bookings, reflecting the aggressive pricing strategies being employed [15]. - The overall decline in ticket prices is attributed to increased competition among major players like MSC, Aida, and Royal Caribbean, despite a perceived reduction in the number of competitors [16][17]. Group 3: Market Structure and Consumer Behavior - The Chinese cruise market differs fundamentally from overseas markets, where the cruise itself is often the destination; in China, the destination primarily drives pricing [18][20]. - The cancellation of Japanese routes has led to a homogenization of cruise offerings, forcing consumers to choose based on price rather than unique experiences [32][34]. - The reliance on low prices for survival indicates a shift in the market, where differentiation is crucial for maintaining profitability [35][36]. Group 4: Strategic Innovations - The introduction of a dual homeport model by MSC, allowing both Chinese and Korean tourists to board in either country, represents a significant shift in operational strategy [40][49]. - This model could enhance the value of cruise offerings by attracting international tourists to Chinese ports, thereby transforming the cruise experience into a more integrated travel platform [52][53]. - The recent policy initiatives from the Ministry of Commerce to promote service industry expansion in various cities align with the need for the cruise industry to adapt and innovate [55][61].
ROYAL CARIBBEAN GROUP NAMED TO THE FORTUNE WORLD'S MOST ADMIRED COMPANIES™ 2026 LIST FOR THE FIRST TIME
Prnewswire· 2026-01-21 16:46
Recognition reflects global reputation for innovation, leadership and culture MIAMI, Jan. 21, 2026 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) has been named to the Fortune World's Most Admired Companies 2026 list, marking a defining moment in the company's evolution into a global vacation leader. The annual ranking, compiled by Fortune® in partnership with Korn Ferry, surveys executives, directors, and industry analysts to evaluate companies across nine key reputation attributes including innovation, ...
Royal Caribbean poised for modest Q4 beat, Jefferies sees choppier water ahead
Proactiveinvestors NA· 2026-01-19 20:53
Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is a forward-looking company that adopts technology enthusiastically to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
ROYAL CARIBBEAN GROUP TO HOLD CONFERENCE CALL ON FOURTH QUARTER AND FULL YEAR 2025 EARNINGS
Prnewswire· 2026-01-16 11:00
Group 1 - Royal Caribbean Group has scheduled a conference call for January 29, 2026, at 10:00 a.m. Eastern Time to discuss its fourth quarter and full year 2025 financial results [1] - The conference call will be available via webcast on the company's investor relations website, with a replay accessible for 30 days post-call [1] Group 2 - Royal Caribbean Group is a leading global vacation company operating 69 ships to 1000 destinations across all seven continents through its three brands: Royal Caribbean, Celebrity Cruises, and Silversea [2] - The company is expanding its portfolio of private destinations from three to eight by 2028 and will enter river cruising in 2027 with Celebrity River Cruises [2] - Royal Caribbean Group has been recognized in Forbes' 2026 Best American Companies lists, emphasizing its commitment to delivering responsible vacations [2]
CELEBRITY CRUISES REVEALS FOUR NEW EUROPEAN-INSPIRED FESTIVALS ON CELEBRITY XCEL
Prnewswire· 2026-01-15 15:03
Experience the Mediterranean like never before in Summer 2026, as Celebrity Xcel erases the line between ship and shore with The Bazaar, a first-of-its-kind destination immersion experience. MIAMI, Jan. 15, 2026 /PRNewswire/ -- Celebrity Xcel offers guests the chance to continue exploring the destinations they travel to long after the ship has left port at the transformative venue, The Bazaar. ...
皇家加勒比“海洋光谱号”将于1月28日重返上海母港
Bei Jing Shang Bao· 2026-01-15 10:29
Core Viewpoint - Royal Caribbean announced the return of its ship "Spectrum of the Seas" to Shanghai on January 28, marking the start of the "Spectrum of the Seas Korea Season" [1] Group 1: New Itinerary and Destinations - The new sailing season will include popular destinations in South Korea such as Jeju, Busan, and Seoul (Incheon) [1] - Multiple 4-5 night itineraries are designed to connect sea travel with in-depth shore exploration, allowing tourists to deeply experience South Korea's natural scenery, trendy culture, and local cuisine [1] Group 2: Special Events and Collaborations - Royal Caribbean is launching a special themed cruise in collaboration with the educational brand "Chiho," celebrating its 20th anniversary on March 4 and April 6 [1] - The themed cruise aims to create exclusive activities for family visitors, enhancing the appeal for parent-child travelers [1] Group 3: Shore Excursions - In Jeju Island, Royal Caribbean has developed themed bus routes covering both the east and west coasts, focusing on in-depth exploration of Jeju's natural and cultural landmarks [1]
RCL's Yield Momentum Holds Up: Can Pricing Stay Firm in 2026?
ZACKS· 2026-01-14 14:10
Core Insights - Royal Caribbean Cruises Ltd. (RCL) shows strong pricing resilience despite macroeconomic uncertainties, with net yields in Q3 2025 remaining significantly above historical levels due to robust close-in demand, increased onboard spending, and disciplined capacity management [1][10] Group 1: Pricing and Demand - Close-in bookings reached record levels, enabling RCL to achieve premium pricing without early discounting, which contributed to net yield growth surpassing internal expectations [2] - The company benefits from higher onboard and pre-cruise spending, which is primarily booked digitally, enhancing revenue visibility and supporting adjusted EBITDA margin expansion [3] Group 2: Future Outlook - Management is confident in maintaining elevated yield levels into 2026, citing healthy booking curves and strong premium demand, although growth rates are expected to moderate [4] - RCL's pricing strategy appears well-positioned to withstand sector-wide growth moderation, as it does not heavily rely on discounting [7] Group 3: Competitive Positioning - RCL's yield performance stands out in the industry, as competitors like Carnival Corporation and Norwegian Cruise Line are experiencing a more tempered pricing environment [5] - While competitors are increasingly depending on ancillary revenues to support yields, RCL maintains firm pricing through effective capacity control and refined revenue management [7] Group 4: Valuation and Earnings Estimates - RCL's shares have declined by 6.2% over the past three months, contrasting with the industry's growth of 6.1% [8] - The company trades at a forward price-to-earnings ratio of 16.26, which is below the industry average of 17.76 [12] - The Zacks Consensus Estimate for RCL's 2026 earnings indicates a year-over-year increase of 14.1%, although EPS estimates have decreased in the past 30 days [15]
3 Cruise Line Stocks in Focus on Expected Demand Strength in 2026
ZACKS· 2026-01-13 14:40
Industry Overview - The cruise industry is experiencing strong demand and increased booking volumes, particularly in North America and Europe, with solid pricing and onboard spending contributing positively [1] - AAA projects that the number of Americans traveling on ocean cruises will reach a record high of 21.7 million by 2026, reflecting a year-over-year increase of 4.5% [2] - Cruise operators are investing in new hardware, including mega-ships and private destinations, to attract new customers [2] Company Insights Royal Caribbean Cruises Ltd. (RCL) - RCL is benefiting from robust booking trends and strong consumer spending onboard, with a focus on digital investment, fleet expansion, and enhancing guest experiences [6][9] - The company plans to debut the Legend of the Seas in 2026 and has secured shipbuilding slots through a long-term agreement with Meyer Turku, including a confirmed order for Icon 5 scheduled for delivery in 2028 [7][8] - RCL has an expected revenue growth rate of 9.3% and an earnings growth rate of 14.1% for the current year, with earnings estimates improving by 0.01% over the last 60 days [9] Carnival Corp. & plc (CCL) - CCL is experiencing sustained demand and increased booking volumes, with yields increasing by 5.5% during fiscal 2025, exceeding management's guidance [12][15] - The company is approximately two-thirds booked at historically high prices and expects this momentum to continue into fiscal 2026, projecting double-digit earnings growth [13][14] - CCL has an expected revenue growth rate of 4.2% and an earnings growth rate of 12.4% for the current year, with earnings estimates increasing by 5.4% over the last 30 days [15] Norwegian Cruise Line Holdings Ltd. (NCLH) - NCLH is benefiting from strong consumer demand and a solid booking environment, focusing on strategic investments in destination enhancements and luxury fleet upgrades [17] - The company forecasts net yield growth of approximately 3.5% to 4% in the fourth quarter, leveraging data analytics for personalized pre-cruise interactions [18] - NCLH has an expected revenue growth rate of 10.2% and an earnings growth rate of 26.9% for the current year, with earnings estimates improving by 0.8% over the last 30 days [19]