The Hedgeye Gaming, Lodging, and Leisure team will host a conference call on Tuesday May 5 at 1PM to discuss the latest findings from our proprietary cruise pricing database.
Points of discussion include:
- Expanded Pricing Database
- Almost doubled the number of itineraries to 20,000
- Inclusion of river cruises and other ocean brands
- Pricing two years out (on a rolling basis)
- Latest pricing pivots (RCL,CCL, NCLH)
- (NEW*) weekly sequential pricing
- Is RCL holding price in the Caribbean?
- New ship premiums
- Same-store pricing
- NCLH 1Q preview
- Research topic: Asia
- Pricing vs Bookings
- China vs non-China
- Ocean vs River
