- According to our sources, bookings have been hot for RCL’s ships in Asia (Mariner, Voyager, Quantum, Explorer, Legend) and likely above management expectations.
- Almost all of the shorter dated itineraries have been completely sold out for the year.
- There are still available cabins for the longer-dated itineraries but they account for only a fraction of RCL’s Asia business.
- Pricing, on the other hand, have been mixed, with the older fleet underperforming Quantum by a wide margin
Takeaway: Asia is the bright spot for RCL and with earnings next Monday, can it lift results?