The Hedgeye Gaming, Lodging, and Leisure team will host a conference call TODAY at 1PM to discuss the latest findings from our proprietary cruise pricing database. Please contact your Hedgeye salesperson for call details or video link.
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
- Where is European pricing headed?
- Is RCL holding price in the Caribbean? Is it good enough?
- New ship premiums
- Same-store pricing
- NCLH 1Q preview
- Research topic: Asia
- Pricing vs Bookings
- China vs non-China
- Ocean vs River