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DATE NIGHT JUST GOT AN UPGRADE ON CELEBRITY XCEL
Prnewswire· 2025-04-28 13:07
Core Insights - Celebrity Xcel aims to enhance guest experiences with new dining options and entertainment, focusing on creating memorable moments for couples [1][5] Dining Experience - Celebrity Xcel will feature 32 globally inspired dining options, including a new al fresco restaurant named Bora, offering a seafood-forward Mediterranean menu with panoramic ocean views [1][2] - Bora will serve Mediterranean-inspired brunch classics and customizable cocktails during the day, transitioning to chef-led tableside dining at night with fresh seafood and elevated Mediterranean dishes [2][3] Entertainment Offerings - The cruise will introduce an expansive entertainment lineup, including three new theatre shows and over 75 resident performers, the most of any Celebrity ship [4][5] - Evening entertainment options will include interactive shows, dance parties, and live music, catering to various moods and preferences for couples [5][6] Community Engagement - Celebrity Xcel will involve guests in shaping their experiences through the "Dream Makers" community, allowing them to vote on new culinary, design, and entertainment options [6] Itineraries - The inaugural season will begin in November 2025 from Fort Lauderdale, featuring seven-night itineraries to destinations like the Bahamas and Mexico, followed by a European season in Summer 2026 [7][8]
How Should You Play Royal Caribbean Stock Pre-Q1 Earnings Release?
ZACKS· 2025-04-25 13:55
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 ...
Here's Why Royal Caribbean (RCL) Gained But Lagged the Market Today
ZACKS· 2025-04-24 22:50
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]
Insights Into Royal Caribbean (RCL) Q1: Wall Street Projections for Key Metrics
ZACKS· 2025-04-24 14:21
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].
美国滥施关税,灼伤美国旅游市场
Core Viewpoint - The imposition of tariffs by the U.S. government has severely disrupted the global economy and significantly impacted the U.S. tourism market, leading to a sharp decline in stock prices of various travel-related companies [1][2][3]. Group 1: Impact on Travel Companies - Major U.S. travel companies, including Carnival Cruise and Norwegian Cruise, have seen substantial stock price declines, with Carnival down 7.94% in April and 29.77% over the past three months, while Norwegian Cruise fell 12.39% in April and 38.57% over the same period [1][2]. - The hotel industry is also heavily affected, with Marriott's stock down 7.3% in April and 20.57% over three months, and Hyatt down 12.52% in April and 31.38% over three months [1][2][3]. - U.S. airlines experienced significant stock drops, with United Airlines plummeting 15.61% and American Airlines and Delta Airlines both dropping over 10% on April 3 [2]. Group 2: Economic Pressures on the Industry - The tourism sector is facing dual pressures from rising costs and declining demand, with airlines contending with increased component and fuel costs, as well as shrinking international route demand [3]. - The tariffs have led to soaring prices for aircraft components from Boeing, increasing maintenance and upgrade costs for airlines, potentially pushing them to consider purchasing from Airbus instead [3]. - The hotel industry is also struggling with rising international procurement costs and renovation expenses due to tariffs, which compress profit margins [3]. Group 3: Changes in the Inbound Tourism Market - The tariffs have caused a significant downturn in the inbound tourism market, which has traditionally generated a substantial trade surplus for the U.S. tourism industry [4]. - The U.S. tourism industry is projected to generate approximately $1.3 trillion in revenue in 2024, supporting around 15 million jobs, but the tariffs are expected to negatively impact this revenue [4][5]. - A decline in Canadian visitors, who accounted for 20.2 million trips to the U.S. last year, could result in a loss of $2.1 billion in consumer spending and potentially lead to 14,000 job losses [5]. Group 4: Future Outlook and Market Shifts - The U.S. tourism industry is forecasted to lose $72 billion in revenue by 2025 due to a significant drop in inbound visitors, affecting hotels, airlines, and dining sectors [5]. - In light of the downturn in traditional tourist destinations, there is a shift towards more resilient regional markets, with increased travel expected in areas like Japan, South Korea, and Southeast Asia [5].
Royal Caribbean (RCL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-04-22 15:06
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].
South Africa Bakery Products Manufacturing Report 2025, with Profiles of 24 Players including Tiger Brands, Pioneer Foods, RCL Foods, Premier FMCG, National Brands, Libstar, Baketech and VKB Milling
GlobeNewswire News Room· 2025-04-17 08:18
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 ...
SILVERSEA REVEALS MORE ON ITS HIGHLY ANTICIPATED SOUTHERNMOST HOTEL IN PUERTO WILLIAMS, CHILE, CREATING A NEW GATEWAY TO ANTARCTICA
Prnewswire· 2025-04-15 15:00
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]
RCL Stock Trades 31% Below Its 52-Week High: Should You Buy the Dip?
ZACKS· 2025-04-15 14:11
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].
Royal Caribbean: Over-Feared Slowdown
Seeking Alpha· 2025-04-14 20:50
Group 1 - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as April approaches [1] - It suggests that investors may consider joining a specific investment service to gain insights on these opportunities [1] Group 2 - There is no specific company or industry analysis provided in the content [2][3][4]