More than 35 ways to dine and drink, resort-style pools, waterslides and more, combined with top destinations, set the stage for the boldest vacations in Europe for summer 2025 MIAMI, Aug. 6, 2024 /PRNewswire/ -- Vacationers can mark their calendars for a new way to adventure in Europe when Royal Caribbean International debuts a newly amplified Allure of the Seas in April 2025. The gamechanger is set for a more than $100 million encore of epic proportions that will combine bold experiences and must-see dest ...

文章核心观点 - 消费者可支配支出行业在2024年表现平平,但随着联储即将降息,该行业前景可能看好 [1][2][3][4][5] - 降息将降低新增借贷成本和现有浮动利率债务成本,鼓励消费者增加可支配支出,刺激非必需品消费 [4][5] 行业总结 - 经济扩张时,该行业公司通常表现良好,但近期经济数据显示经济出现显著放缓,引发了衰退担忧 [2][3] - 这将迫使联储加快降息步伐,预计9月会议将宣布50个基点降息 [3] - 降息将增加消费者的可支配收入,促进非必需品消费的增加 [4][5] 公司总结 - 皇家加勒比游轮公司(RCL)预计今年盈利增长67.8%,获得Zacks 2级评级和A级VGM评分 [6][7] - 通用汽车公司(GM)预计今年盈利增长28.5%,获得Zacks 2级评级和A级VGM评分 [7][8] - Deckers Outdoor公司预计今年盈利增长8.1%,获得Zacks 2级评级和A级VGM评分 [9][10]

MIAMI, Aug. 6, 2024 /PRNewswire/ -- Royal Caribbean Cruises Ltd.(NYSE: RCL) (the "Company") today announced that it has entered into exchange agreements with a limited number of existing holders (the "Noteholders") of its 6.000% Convertible Senior Notes due 2025 (the "2025 Notes") in exchange for a combination of cash and shares of the Company's common stock (the "Exchange Consideration"). The Exchange Consideration will be determined based upon the volume-weighted average price per share of the Company's c ...

| --- | --- | |-------------------------|-------| | | | | | | | RCL | | | Royal Caribbean Cruises | | | $157.25 | | | +2.11 (+1.36%) | | | 52-Week Range $78.35 | | | ▼ | | | $173.37 | | | P/E Ratio | | | 20.26 | | | Price Target $173.50 | | | Add to Watchlist | | The daily candlestick chart for RCL demonstrates the effect of a rising wedge breakdown pattern. This pattern is comprised of converging rising upper and lower trendlines. The breakdown occurs when the stock falls below the lowering ascending trend ...

This press release shall not constitute an offer to sell or a solicitation of an offer to buy the Notes or any other securities and shall not constitute an offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale would be unlawful. This press release shall not constitute a notice of redemption with respect to either of the Company's 9.250% Senior Notes due 2029 or the 8.250% Senior Secured Notes due 2029. This press release is being issued pursuant to and in accordance with ...

The Company intends to use the proceeds from the sale of the Notes, together with borrowings under the Company's revolving credit facilities, to redeem all of its outstanding 9.250% Senior Notes due 2029 and a portion of its outstanding 8.250% Senior Secured Notes due 2029 (including, in each case, to pay fees and expenses in connection with such redemption). Special Note Regarding Forward-Looking Statements About Royal Caribbean Group MIAMI, July 29, 2024 /PRNewswire/ -- Royal Caribbean Cruises Ltd. (NYSE: ...

We previously covered Royal Caribbean Cruises (NYSE:NYSE:RCL) in May 2024, discussing its excellent FQ1'24 earnings call and the raised FY2024 profitability guidance, with it further demonstrating its excellent reversal from the hyper-pandemic woes. With the cruise company very likely to achieve its ambitious 2025 Trifecta goal in 2024 and the stock finally trading near to its historical valuations, we had reiterated our Buy rating at every dips. Since then, RCL has continued to outperform the wider market ...

文章核心观点 - 皇家加勒比游轮公司(Royal Caribbean)第二季度财报超预期,营收同比增长17%至41.1亿美元,调整后每股收益大幅增长79%至3.21美元 [4][5] - 公司已提前18个月实现了其2025年底前的三大目标:每可用乘客日调整后EBITDA超100美元、每股调整后收益超9.54美元、投资回报率创新高 [7][8] - 公司客户预订存款达62亿美元,较去年同期增加8.8%,显示未来乘客需求强劲 [10] - 公司已偿还足够的债务,取消了对资本回报的限制,并重启派息,每季度0.4美元 [11] - 公司全年调整后每股收益预期上调至11.35-11.45美元,较此前预期增加0.6美元,显示业绩持续超预期 [12][13] 公司概况 - 皇家加勒比游轮公司是全球第二大游轮公司 [2] - 公司股价自去年初以来已经超过三倍 [1][3] - 公司业绩和股价增长均超预期,显示公司基本面持续向好 [3][9] 行业概况 - 游轮行业自两年前恢复全面运营以来,股价一直保持上涨态势 [9] - 游轮公司具有较强的定价能力,乘客愿意支付更高的价格 [4]

财务业绩 - 总收入增加5.87亿美元，同比增长[195] - 总航运运营费用增加1.97亿美元，同比增长[196] - 2024年全年总收入为41.10亿美元，同比增长16.7%[203] - 2024年全年客票收入为28.87亿美元，占总收入的70.2%[203] - 2024年全年燃料成本为2.82亿美元，占总收入的6.9%[203] - 2024年全年营业利润为10.99亿美元，同比增长42.5%[203] - 2024年全年净利润为8.54亿美元，同比增长86.1%[203] - 总收入增加5.87亿美元至41亿美元，同比增长16.7%[229] - 客票收入占总收入的70.2%，同比增加4.43亿美元或18.1%[230,231] - 船上及其他收入增加1.44亿美元或13.3%至12亿美元[232] - 总收入增加14亿美元至78亿美元，同比增长21.9%[238,239,240,241] 运营费用 - 总航运运营费用增加1.97亿美元，同比增长[196] - 总运营费用增加1.97亿美元至21.52亿美元，主要由于运力增加4.5%和其他因素[233,234] - 总运营费用增加5亿美元至42.09亿美元，主要由于运力增加6.9%和其他因素[243,244] - 销售及管理费用增加1.05亿美元或11.7%至10.01亿美元[245] 融资活动 - 发行12.5亿美元6.25%优先票据，并赎回12.5亿美元11.625%优先票据[197] - 偿还8.39亿美元出口信贷融资[198] - 利息费用净额减少5700万美元或16.1%至2.98亿美元[235] 资产负债 - 公司截至2024年6月30日的重大现金需求总计为107.69亿美元[256] - 其中利息支出55.68亿美元[257]，其他支出16.48亿美元[258] - 新船舶采购支出35.53亿美元[258] - 公司拥有38亿美元的流动性,包括0.4亿美元现金和34亿美元未使用的循环信贷额度[264] - 公司有3.9亿美元的新船舶建造已获得承诺融资[262] - 公司预计未来12个月内有足够的财务资源满足各项义务[266] - 公司目前符合债务契约要求,并预计未来12个月内仍将符合[267] 其他 - 接收新船Silver Nova和Utopia of the Seas[199][200] - 合资公司TUI Cruises接收新船Mein Schiff 7[200] - 2024年第二季度每股摊薄收益为3.11美元[204,210] - 2024年上半年每股摊薄收益为4.46美元[207,210] - 2024年上半年营业利润为18.48亿美元，同比增长77.1%[206] - 2024年上半年净利润为12.14亿美元，同比增长195.4%[206] - 其他综合收益亏损3700万美元，主要由于现金流量套期损失增加[236] - 其他综合收益增加5700万美元至2000万美元，主要由于燃料套期收益增加[246] - 公司董事会已宣布每股派发0.4美元的股息,将于2024年10月支付[268] - 公司面临的市场风险与2023年年报披露的情况无重大变化[269]

HENNEWOODOODOOD Celebrity ASCENT aki 22 SILVER NOT I 1148 14 0 0 . 0 30 0 0 0 per ICON SEAS Q2 2024 EARNINGS CALL H Royal Caribbean Group | --- ...