CONF CALL: MAY CRUISE PRICING SURVEY

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