TODAY AT 1PM: JUNE CRUISE PRICING CONF CALL - CCL F2Q PREVIEW

Takeaway: Is Carnival's brand resurgence in the Caribbean enough to counter softening prices in Europe?

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.  

Watch the presentation live below or contact your Hedgeye salesperson for the dial-in 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 Cruise pressures
      • Blame MSC?
      • And more...
  • New ship premiums