Royal Caribbean shares fell after the cruise operator’s quarterly profit outlook trailed expectations because of costs related to its newest ship https://t.co/ECxdokqvY9 ...

"Demand for our portfolio of brands and our industry-leading experiences continues to accelerate. Grounded in our mission to deliver the best vacations responsibly, we remain keenly focused on delivering exceptional value for our guests and shareholders - not just by executing today, but by staying ahead of where demand is going," said Royal Caribbean Group President and CEO Jason Liberty. "We are well on our way to achieving our Perfecta financial targets by the end of 2027. As we look beyond 2027, we see ...

Core Points - Princess Cruises is hosting a special "Love Boat" themed cruise featuring original cast members and exclusive performances, scheduled for November 16-23, 2025 [1][2][4] - The cruise will include meet-and-greets with cast members, themed activities, and live performances by Charo, enhancing the nostalgic experience for fans [3][4] - An exclusive "Captain Package" is available, offering unique experiences such as a cocktail hour with the cast and commemorative merchandise [4] Company Overview - Princess Cruises is recognized as "The Love Boat," a brand that has become synonymous with cruising, offering vacations to millions in sought-after destinations [7] - The cruise line operates a fleet of 16 ships, providing personalized experiences and a range of activities, from world-class dining to entertainment [7] - The company is part of Carnival Corporation & plc, indicating its significant presence in the cruise industry [7]

Core Viewpoint - Carnival Corporation has reported strong financial results for Q2 fiscal 2025, with adjusted earnings and revenues exceeding estimates, driven by sustained demand and robust onboard revenues [2][5][7]. Financial Performance - Adjusted earnings per share (EPS) for Q2 were 35 cents, surpassing the Zacks Consensus Estimate of 24 cents by 45.8%, and up from 11 cents in the same quarter last year [5]. - Revenues for the quarter reached $6.33 billion, exceeding the consensus mark of $6.21 billion by 2% and reflecting a year-over-year increase of 9.5% [5]. - Adjusted net income for the quarter was $470 million, a significant increase of 250.7% year over year from $134 million, attributed to higher ticket prices and increased onboard spending [7]. - Adjusted EBITDA totaled $1.51 billion, up from $1.2 billion reported in the prior-year quarter [7]. Strategic Initiatives - Carnival has surpassed its 2026 SEA Change financial targets 18 months ahead of schedule, with adjusted EBITDA per ALBD growing 52% and adjusted ROIC increasing more than 12.5% [3]. - The company aims to focus on same-ship, high-margin revenue growth to ensure robust revenue visibility and profitability in 2026 and beyond [4]. Balance Sheet and Liquidity - As of May 31, 2025, cash and cash equivalents were $2.15 billion, up from $1.21 billion as of November 30, 2024, with total liquidity of $5.17 billion [8]. - Total debt as of May 31 was $27.3 billion, slightly down from $27.48 billion as of November 30, 2024 [8]. Booking Trends - Carnival's cumulative advanced booked position for the remainder of 2025 remains strong, with record-high cumulative advance bookings and pricing at historical peaks [10][11]. - Total customer deposits as of May 31 were $8.08 billion, an increase from $7.3 billion reported in the preceding quarter [11]. Future Outlook - For Q3 fiscal 2025, Carnival expects adjusted EBITDA to be approximately $2.87 billion and adjusted net income to be about $1.8 billion, with adjusted EPS projected at nearly $1.30 [12]. - For the full fiscal 2025, the company anticipates adjusted EBITDA to be approximately $6.9 billion, reflecting over 10% growth year over year, and adjusted net income is now expected to be about $2.69 billion [13].

Analysts on Wall Street project that Royal Caribbean (RCL) will announce quarterly earnings of $4.10 per share in its forthcoming report, representing an increase of 27.7% year over year. Revenues are projected to reach $4.55 billion, increasing 10.7% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Key Takeaways Hilton Worldwide Holdings Inc. (HLT) reported second-quarter 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis. Hilton delivered strong bottom-line performance in the quarter, underscoring the strength and resilience of its business model. However, top-line results were modestly impacted by unfavorable holiday and calendar shifts, reduced government spending, softer international inbound travel and b ...

Key Takeaways CCL will launch Carnival Rewards in 2026, linking loyalty tiers to total spend, not cruise days. The shift is expected to cut 2026 yields by 50 bps but be cash flow positive from the start. CCL expects the program to be accretive to yields beyond 2028 with no added operating costs.Carnival Corporation & plc (CCL) is preparing to roll out a material change in its customer engagement strategy via a redesigned loyalty program, Carnival Rewards, set to launch in June 2026. The upcoming program m ...

Core Insights - Princess Cruises has updated its Premier and Plus packages to enhance guest experience, reflecting customer feedback for more dining options and shore excursion credits [1][3] Pricing Updates - The new pricing for the Premier Package is $100 per person per day, up from $90, while the Plus Package is now $65 per person per day, increased from $60 [2] - For the new Sphere class ships, the Premier Package is priced at $105 per person per day and the Plus Package at $70 per person per day [2] Package Enhancements - The Premier Package now includes a new shore excursion credit based on voyage length: $100 for 6–9 days, $200 for 10–20 days, and up to $300 for voyages of 21+ days [6] - The Plus Package has been enhanced to include two additional casual dining meals per voyage, totaling four [6] Removal of Features - To accommodate the new enhancements, certain features with lower usage, such as premium desserts and fitness classes, will be removed from the packages [4]

Group 1 - Carnival Cruise Line has officially opened its first exclusive destination, Celebration Key, in the Bahamas, welcoming guests from the Carnival Vista [1][5] - Celebration Key is designed to cater to all ages, featuring five distinct areas of entertainment [1] - The destination is expected to attract approximately two million guests in its first year, significantly benefiting the local economy of Grand Bahama [6] Group 2 - Christine Duffy, president of Carnival Cruise Line, highlighted the partnership with the people of Grand Bahama and noted that this is the first major project completed on the island in over 20 years [2] - Celebration Key includes various attractions such as a ten-story "Suncastle" with water slides, an adult-friendly area called Calypso Lagoon, and a family-friendly portal named Starfish Lagoon [8] - The destination will host 20 Carnival ships from ten U.S. homeports following its grand opening [5]

Group 1: Carnival - Carnival has experienced a strong recovery, with its stock up 258% since the end of 2022, following eight consecutive quarters of record revenue [3][4] - The company raised its full-year guidance for net yields to 5%, indicating strong profitability, with analysts expecting adjusted earnings per share to reach $2, a 40% increase year-over-year [4] - Despite a high debt burden of $27 billion, Carnival's debt-to-equity ratio has improved from a peak of 5.75 in 2023 to 2.72, allowing for reduced interest expenses and a lower risk profile [5] - Carnival is launching new destinations, such as Celebration Key in Grand Bahama, and expanding RelaxAway in Half Moon Cay, which are expected to drive future demand [6][7] - Analysts project Carnival's earnings to reach $3.10 by fiscal 2029, growing at a compound annual rate of nearly 17% from fiscal 2024, with the stock trading around 10 times those estimates, indicating significant upside potential [8] Group 2: Alibaba - Alibaba is a leading Chinese tech company with strong positions in e-commerce and cloud computing, and its stock appears undervalued despite recent recovery [9] - The company reported a 7% year-over-year revenue increase and a 23% earnings growth last quarter, yet trades at a forward earnings multiple of 12, reflecting geopolitical risks and competition [10] - Alibaba's domestic e-commerce segment saw a 1% decline in direct sales year-over-year, but total revenue grew 9% due to increased seller fees, showcasing resilience [11] - The international e-commerce segment, particularly AliExpress, grew revenue by 22% year-over-year, with expectations of achieving profitability in the current fiscal year [12] - Alibaba Cloud reported an 18% year-over-year revenue increase, driven by strong demand for AI services, which have seen triple-digit growth for seven consecutive quarters [13] - The launch of the Qwen3 AI model and a partnership with Apple to integrate AI into iPhones in China could further boost Alibaba's stock performance [14]