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Carnival Q2 Preview: Cruiser Operator Looks To Ease Investor Concern On Consumer Slowdown
Benzinga· 2025-12-19 05:53
Carnival Corporation (NYSE:CCL) could highlight demand and ease investor concerns about a consumer slowdown when the cruise line company reports fourth-quarter financial results Friday before market open.Here are the earnings estimates, what analysts are saying ahead of the report and key items to watch.Earnings Estimates Analysts expect Carnival to report fourth-quarter revenue of $6.37 billion, up from revenue of $5.94 billion in last year's fourth quarter, according to data from Benzinga Pro.The company ...
Darden: Excellent Q4 Results, But Valuation Is Full
Seeking Alpha· 2025-06-22 11:20
公司表现 - Darden Restaurants (NYSE: DRI) 股价在过去一年表现优异 涨幅达46% 显示出对消费者放缓担忧的韧性 [1] - 股价上涨势头在周五交易中延续 [1] 分析师背景 - 分析师拥有15年以上逆向投资经验 基于宏观观点和个股反转故事获取超额收益 [1]
Colgate-Palmolive Company (CL) dbAccess Global Consumer Conference (Transcript)
Seeking Alpha· 2025-06-05 00:00
公司高层对话 - 高露洁棕榄公司CEO Noel Wallace出席德意志银行全球消费者会议并进行问答环节 [1][2] - 会议采用纯问答形式 讨论2025年消费环境及行业动态 [3] 2025年消费环境评估 - 公司预期2025年消费放缓 主要因2023-2024年通胀定价及2024下半年强劲销量增长后的自然回落 [4] - 当前消费者呈现明显谨慎态度 购买行为趋于保守 导致品类增速下滑 [6] - 美国市场2月份出现12个品类下滑 反映消费不确定性加剧 [6]