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Takeaway: RCL has disappointed investors twice in a row regarding yield guidance. They won't fail a 3rd time. NCLH is setting up for a great year.

The Hedgeye Gaming, Lodging, and Leisure team will host a conference call TODAY AT 11AM to discuss the latest findings from our proprietary cruise pricing database.  

Watch a replay below.

Points of discussion include:

  • Pricing pivots (RCL, NCLH, CCL) for July 2015
    • Stronger Caribbean 
    • Europe off the lows
    • Asia getting better
  • RCL/NCLH F2Q preview and FY 2015 outlook
  • Early look at 2016 Asia pricing
  • RCL's newest ships: A look at the past, present and future