公司业绩 - Carnival Corporation & plc (CCL) 过去三个月股价上涨了41.1%，远高于行业的16.5%增长[1] - 公司受益于强劲的预订、营销努力和新增船只，战略举措也表现良好，但增加的费用是一个关注点[1] - Carnival 受益于稳健的预订势头，北美和澳大利亚以及欧洲市场的预订表现强劲，强劲的需求、捆绑套餐和出发前销售支持了增长[3] - 公司在黑色星期五和网络星期一期间见证了重大预订，创下历史新高，2024年的定价和入住率表现出色，大部分2024年的业务已经锁定，公司对未来一年的前景持乐观态度[4] - Carnival 利用对游轮的强劲需求、有利的定价环境和增加产能的举措，强调了新营销活动和需求生成努力的好处，2023财年的网站访问量较2019年大幅增加[6] - 公司专注于商业增强活动、广告投资和潜在客户生成努力，关键举措包括开发庆祝之岛、从九个母港部署18艘 Carnival 船只、提高 Half Moon Cay 的客流量以及与大巴哈马的造船厂合作建造两个浮动干船坞，这一战略举措旨在减少旅行时间、保护收入天数并减少未来的燃料消耗[7] - Carnival 通过战略捆绑、出发前销售和为增强客户体验而增加新船的额外功能不断提升船上收入，这一举措使公司在未来一年的船上收入持续增长中处于有利位置，公司预计全年入住率将恢复到历史水平，产能增加5%，受益于更高的每日费用[8] - Carnival 长期以来一直承担高额费用的压力，第四季度调整后的巡游成本（不包括燃料每 ALBD）比2019年第三季度增长了11%（按恒定货币计算），主要是由于干船坞相关费用和广告投资的增加，公司预计2024财年调整后的巡游成本（不包括燃料每 ALBD，按恒定货币计算）将同比增长近4.5%[9] - 预计2024财年第一季度，调整后的巡游成本（不包括燃料每 ALBD，按恒定货币计算）将同比增长约9.5%，这主要是由于较高的入住率、广告投资的时间安排和与去年相比的干船坞相关费用，根据我们的模型，2024年的总运营费用预计同比增长4.8%，达到206亿美元[10]

The cruise industry is witnessing a significant surge in bookings for 2024, surpassing pre-COVID levels across various income brackets. The allure of cruises, known for their cost-effectiveness compared with land-based options, remains strong.The Cruise Lines International Association (CLIA) forecasts that nearly 35.7 million passengers will embark on cruises in 2024, marking an increase from the 31.5 million passengers in 2023. This projection represents a 6% rise from the number of passengers who sailed i ...

Shares of Carnival (CCL 3.06%) were moving higher last month as the world's largest cruise line benefited from expectations that the Federal Reserve would lower interest rates in 2024. The company posted strong results in its fourth-quarter earnings report toward the end of the month.According to data from S&P Global Market Intelligence, the stock finished the month up 23%. As the chart below shows, Carnival notched much of its gains at the beginning of the month, though the stock also jumped on Dec. 21 aft ...

VALENCIA, Calif., Jan. 4, 2024 /PRNewswire/ -- Cunard will bring back an exclusive series of Le Gavroche residencies at sea this year as two Michelin-starred chef Michel Roux brings his iconic London restaurant to guests on Queen Anne and Queen Mary 2.The esteemed chef will close the popular Mayfair venue this month and oversee four Le Gavroche residencies across four exciting Fjords voyages in 2024. Michel Roux will partner with Cunard for an exclusive Le Gavroche at Sea collaboration The exclusive se ...

公主邮轮庆祝阿拉斯加州成立65周年 - 公主邮轮展示阿拉斯加的自然之美和文化丰富性[1][2] 公主邮轮2024年迎来55周年航行阿拉斯加的里程碑 - 公主邮轮将提供比以往更多选择的七艘美丽游轮和五个风景如画的荒野小屋，涵盖阿拉斯加的每个地方[3] 2024年邮轮季节将是有史以来最大最好的 - 公主邮轮拥有158个出发点，14个独特行程，17个目的地，包括五次在七艘令人惊叹的游轮上观赏冰川，以及91次访问冰川湾国家公园[4]

邮轮公司股票表现 - 那些邮轮公司的股票在2024年初表现不佳，尽管它们在2023年取得了创纪录的年度涨幅[1] - 挪威邮轮控股有限公司的股票下跌了6.8%，成为标普500指数表现最差的股票之一[1] - 皇家加勒比集团的股票下跌了6.6%，创下了自2022年9月30日以来最差的一天表现[1] - 嘉年华公司的股票下跌了4.8%，成为标普500指数中表现第四差的股票[1]

麦格理目标股价调整 - 麦格理将嘉年华公司的目标股价从$17提高至$22，主要基于嘉年华公司上个月强劲的第四季度业绩表现[1] - 嘉年华公司的业绩在各项主要指标和预订强劲，定价高于预期，但成本较为稳定[1] - 目标股价提升反映了正常化的2025财年运营和稳定的定价，总成本压力减少以及燃油价格放缓[1]

Carnival (CCL -0.70%) (CUK -0.59%) is back in business, and its stock returned to market-beater status in 2023. It ended the year up 130%, way ahead of the S&P 500's 24% gain. All systems are go, but can Carnival do a repeat in 2024? Probably not, because the size of the rebound has already been so large. But you might want to buy the stock anyway. Let's see why this is the most important thing to know if you're thinking about buying Carnival stock.Carnival is backCarnival is the world's largest cruise oper ...

Carnival - Carnival是2023年表现最佳的股票之一，股价上涨了131%[3] - 公司在2023财年实现了创纪录的216亿美元营收和100万美元的调整后净收入[3] - Carnival在2023年持续改善财务状况，将债务余额从第一季度的340亿美元降至年底的306亿美元[4] Chipotle - Chipotle在2023年第三季度收入增长11%，可比销售增长5%[10] - 运营利润率从15.1%扩大至16%[10] - 每股收益从9.20美元增至11.32美元[10]

Key PointsRoyal Caribbean, Carnival and Norwegian are among 2023’s top 10 S&P 500 gainers, and also lead the consumer discretionary sector.Pent-up demand for cruising is contributing to the industry's resurgence, as are improved profit margins, efficiencies and customer experience.The Cruise Lines International Association forecasts 36 million passengers in 2024, up from 31.5 million in 2023.5 stocks we like better than Carnival Co. &Perhaps no other industry better exemplifies the “worst to first” phenomen ...