The Hedgeye Gaming, Lodging, and Leisure team will host a conference call TOMORROW, JUNE 2nd at 1PM to discuss the latest findings from our proprietary cruise pricing database. Please contact your Hedgeye salesperson for call details.
Points of discussion include:
- Pricing pivots (RCL,CCL, NCLH) for June 2015
- Europe softer again
- CCL F2Q preview and FY 2015 outlook:
- Stronger Caribbean
- Carnival brand exhibiting strength
- Can the momentum extend into the fall/winter season?
- Soft Europe summer pricing could impact earnings
- Costa discounting: is it a delayed reaction to Tunisia or something else?
- Germany: TUI vs AIDA
- River Cruises: #winning
- Blame MSC?
- And more...
- New ship premiums