6月24日，歌诗达"赛琳娜号"、皇家加勒比"海洋光谱号"以及"爱达·魔都号"三艘大型邮轮同时停靠上海 吴淞口国际邮轮港并开展母港运营。 朱嘉奕摄 当日，"赛琳娜号""海洋光谱号"以及"爱达·魔都号"三船同靠，场面蔚为壮观。歌诗达"赛琳娜号"阔别数 年后的回归开启中国首个"多母港"航线，让游客可在中国上海、日本福冈、韩国济州的邮轮港登船，开 启全新的多站式梦幻之旅；皇家加勒比"海洋光谱号"则凭借其先进的设施和优质的服务，用"就这么自 在"品牌诠释休闲哲学，继续吸引大量游客前来体验海上度假的奢华与乐趣；"爱达·魔都号"以其独特的 国潮魅力，推出"哪吒闹海"夏日主题活动，为游客开启充满童趣的海上文化之旅。 接下来的7月13日MSC地中海邮轮"荣耀号"将回归吴淞口国际邮轮港，携中国大陆首个海上乐高巡游惊 喜亮相，开展为期三个月的母港运营，让游客沉浸式感受邮轮魅力；7月24日"爱达·魔都号"也将开启为 期9天8晚的夏日悠享日韩深度游长航线，途经济州、舞鹤、新潟和函馆，让游客深入体验浪漫的岛屿风 情、宁静的历史之美和绮丽的北地风光。今年全年上海吴淞口国际邮轮港预计接靠邮轮数量超过230艘 次。 中新网上海6月24日电(李 ...

天津邮轮游艇协会秘书长高文玲表示，此次活动旨在让更多市民了解邮轮产业，感受海洋文化的魅力，为城市发展注入新的活力，助力天津打造成为具有国 际影响力的邮轮旅游目的地。 近年来，随着人们生活水平的提高和旅游观念的转变，邮轮旅游逐渐成为热门的旅游方式。天津作为重要的国际港口城市，拥有发展邮轮产业的独特优势。 2023年9月，天津国际邮轮母港在北方港口中率先复航，接待出入境游客8.5万人次。2024年，天津国际邮轮母港免税店开业，"邮轮入境免签""国内采购+保 税供船"政策落地，建成"境外来宾支付服务中心"，当年接待出入境游客35万人次，保持全国沿海港口第二、北方港口第一位。 2025年5月1日，天津国际邮轮母港迎来复航以来首次"三船同靠"，当日近1.5万名旅客出入境，其中办理"240小时过境免签"旅客超400人次，创邮轮复航以 来新纪录，标志着天津邮轮产业全面有序复苏，更为京津冀地区文旅经济高质量发展注入了新的活力。（阎丽梅） 13日上午，100位市民登上爱达邮轮旗下被誉为"艺术之船"的地中海号 (Mediterranea)。该邮轮于2023年9月30日从天津启航。登上"地中海号"，仿佛踏入一 座移动的海上宫殿，1 ...

中新社北海6月12日电 (翟李强)广西北部湾邮轮码头有限公司12日与上海蓝梦国际邮轮股份有限公司签 署合作协议，正式定档2025年"北海邮轮季"，将密集部署北海至越南的邮轮航次，并在去年北海—越南 下龙湾航线的基础上，新增越南岘港和中国三亚等停靠点。 上海蓝梦常务副总裁刘连斌介绍，"蓝梦之歌"号邮轮以"海上乐活小镇"为核心定位，航线覆盖上海、青 岛、深圳、广州南沙、北海等五大国际邮轮母港。今年11月至12月，该邮轮将密集部署16航次至越南的 航线。 北海市旅游文体局副局长韩云飞表示，该市将进一步研究制定邮轮产业发展的相关支持政策，在邮轮航 线业务拓展等方面给予支持，加快完善船供配送、港口服务、观光旅游、购物消费等配套体系，引进更 多邮轮参与航线开发。(完) 北海是中国首批沿海开放城市，具备发展邮轮旅游的优越条件。今年，广西与越南广宁省就建立旅游合 作关系，打造中越旅游典范达成共识，努力为双方开拓邮轮航线创造便利条件。 （文章来源：中国新闻网） 北海市副市长雷陈介绍，为建设国际滨海旅游度假胜地，当地计划通过培育或引进国内外邮轮运营企 业，推动北部湾国际邮轮母港实现常态化运营，将航线拓展至东盟其他国家。 据介绍， ...

Company Performance - Viking Holdings (VIK) reported a loss of 24 cents per share in Q1 2025, which was better than the Zacks Consensus Estimate of a loss of 26 cents per share, compared to a loss of 3 cents per share in Q1 2024 [1] - Total revenues reached $897.1 million, exceeding the Zacks Consensus Estimate by 4.49% and showing a year-over-year increase of 24.9%, driven by increased Capacity Passenger Cruise Days (PCDs) and higher revenue per PCD [1] - Adjusted EBITDA for the quarter was $72.8 million, an increase of $77.3 million from Q1 2024, attributed to the growth in capacity of PCDs and higher revenue per PCD [2] Capacity and Demand - Capacity PCDs improved by 14.9% year-over-year due to the addition of two new river vessels and a new ocean ship delivered in 2024 [2] - The company experienced a 7.1% growth in Net Yield, indicating strong demand for travel experiences among its core demographic, with 92% of capacity already booked for the 2025 season [3] Financial Health - As of March 31, 2025, VIK had $2.8 billion in cash and cash equivalents, along with an undrawn revolver facility of $375 million, while the company's net debt stood at $2.9 billion [4] - Vessel operating expenses increased by 10.2% year-over-year, with expenses excluding fuel rising by 12.2%, reflecting the growth in fleet size [3] Industry Context - Norwegian Cruise Line Holdings Ltd. (NCLH) reported Q1 2025 results that missed the Zacks Consensus Estimate, with both earnings and revenues declining year-over-year [6] - Caesars Entertainment, Inc. (CZR) had mixed results in Q1 2025, with earnings missing estimates but revenues surpassing them, showing year-over-year improvement [8]

新华社天津5月7日电（记者张宇琪）6日，"五一"假期刚刚结束，从韩国驶来的"梦想"号邮轮迎着渤海湾的朝阳，缓缓靠泊天津国际邮轮母 港，与已停靠的"海洋赞礼"号邮轮构成"双船同靠"的独特风景线。 据悉，"梦想"号邮轮搭载近1600名旅客入境，当日下午搭载近1700名旅客出境前往韩国济州，"海洋赞礼"号邮轮搭载近4700名旅客入境，当 日搭载4000余名旅客出境前往韩国仁川，其中包括3000余名刚刚结束中国之旅的外籍旅客，创下天津邮轮口岸单日出境外籍旅客数新高。 天津国际邮轮母港"双船同靠"。新华社发 随着国家移民管理局外国旅游团乘坐邮轮入境免签和进一步放宽优化外国人过境免签等政策的全面实施，"邮轮热"持续升温。数据显示，天 津国际邮轮母港2025年"五一"长假期间共有出入境（港）人员2万余人次，同比增长近4倍，其中外籍旅客达到3000余人次，远超去年同期水平， 越来越多的外籍邮轮旅客选择天津作为他们中国之旅的第一站。 据了解，2024年，天津国际邮轮母港业务量稳居中国第二、北方第一。天津东疆边检站立足"双轮同靠"勤务特点，系统规划旅客通关流程， 科学配置警力资源，同步开启双侧查验场地，将窗口前移，在海上提前采集 ...

Financial Data and Key Metrics Changes - Total revenues increased by 4% to $219.6 million compared to $211.2 million in Q1 2024 [7][14] - Income from operations was $16.8 million, including $2.5 million of nonrecurring severance expense, compared to $17 million in Q1 2024 [7][14] - Adjusted EBITDA rose by 5% to $26.6 million, which included $1.1 million of nonrecurring cash severance expense, compared to $25.3 million in Q1 2024 [8][16] - Net income was $15.3 million or $0.15 per diluted share, down from $21.2 million or $0.21 per diluted share in Q1 2024 [15][16] Business Line Data and Key Metrics Changes - Health and wellness centers operated on 199 ships, with an average ship count of 193 for the quarter, compared to 193 ships and an average of 188 ships in Q1 2024 [8][14] - Revenue per passenger per day, weekly revenue, and revenue per staff per day showed growth, driven by staff retention and enhanced sales training [11] Market Data and Key Metrics Changes - Prebooking revenue as a percentage of total revenues remained strong at 23% [12] - Increased prebooking revenues contributed $2.3 million to overall revenue growth [14] Company Strategy and Development Direction - The company aims to invest in cruise line and destination resort partnerships, innovate guest experiences, and enhance productivity [5][7] - New health and wellness centers were introduced on Norwegian Cruise Line's first PRIMA plus class ship, with plans for additional centers on eight new ships [9] - A new $75 million share repurchase program was approved, extending a previous $50 million program, reflecting a commitment to enhance shareholder value [12][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the dynamic economic environment and reaffirmed annual guidance [6][7] - Strong bookings and onboard spending from cruise line partners were noted, with consumers prioritizing experiences [7][20] - The company expects high single-digit revenue and adjusted EBITDA growth rates for fiscal 2025 compared to fiscal 2024 [20] Other Important Information - The company reported a strong balance sheet with total cash of $23.8 million after share repurchases and dividend payments [17] - The majority of operations are not impacted by tariffs, as products for cruise ships are held in a free trade zone [19] Q&A Session Summary Question: Understanding spend patterns on board - Management noted that there has been no significant increase in discounting and that spending continues to increase, with high demand for high-end services [25][26] Question: Full year guidance sensitivity - The low end of the guidance range assumes a moderation in spending on board, but there are no indicators suggesting a significant deterioration in spending [28][30] Question: Prebooking trends and cruise lines' willingness to invest - Prebooking remains stable at 23%, with no significant pullback from cruise lines in investing to reduce friction in prebooking engines [35][36] Question: MediSpa performance and potential slowdown - Demand for MediSpa services remains strong, with no early signs of deterioration even in high-end services [45][46] Question: Buyback sensitivity to business softening - The decision to buy back shares is based on stock value rather than business performance, indicating continued buybacks even if business softens [54][55] Question: Impact of tariffs on spending behavior - No changes in spending activity were observed immediately after tariffs were announced, as consumers continued to spend while on vacation [58][60]

Royal Caribbean Cruises (RCL) Q4 2024 Earnings Call January 28, 2025 10:00 AM ET Company Participants Blake Vanier - Vice President, Investor RelationsJason Liberty - Chief Executive OfficerNaftali Holtz - Chief Financial OfficerSteven Wieczynski - Managing DirectorRobin Farley - Managing DirectorMichael Bayley - President and CEO of Royal Caribbean International Conference Call Participants Brandt Montour - AnalystJames Hardiman - Director - Leisure and Travel AnalystMatthew Boss - AnalystConor Cunningham ...