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SwissMyst
September 21st, 2011, 10:52 AM
From our local paper financial section is a small feature called "CompanySpotlight" which today featured Carnival CCL:

CARNIVAL CRUISES THROUGH THE THIRD QUARTER

"Consumers were worried about the economy during the summer, but they didn't let it crimp their travel plans.

Carnival, the cruise line operator, said it had a strong ticket prices during its peak season. And that gave the company a 3 percent gain in the third quarter earnings. Carnival beat the forecasts of Wall Street analysts.

Cruise companies use a figure called net revenue to measure their strength. Net revenue yield is the money a company makes from passengers after subtracting expenses. Carnival's net revenue yield rose 2.6 percent, better than forecast of 1 percent to 2 percent.

The company did struggle with a 45 percent increase in fuel during the quarter. And it said fuel will continue to be a drag on earnings the rest of the year. But it said it is getting good prices for trips already booked into the first half of 2012."

eh2zed
September 21st, 2011, 11:43 AM
So where is the "malaise"???

SwissMyst
September 21st, 2011, 11:51 AM
So where is the "malaise"???

Our last cruise on the Ryndam from Barcelona showed a higher percentage of non-US passengers than I have seen on any other HAL cruise. The huge numbers now well into the middle class in just India and China could float a boat for a very long time and they are just starting to show up as "western" destination tourists. We noticed this also on our last Crystal cruise.

eh2zed
September 21st, 2011, 11:54 AM
Like any business the cruise lines will go to where the money is either through target marketing or itineraries.

SwissMyst
September 21st, 2011, 12:01 PM
Like any business the cruise lines will go to where the money is either through target marketing or itineraries.

How various cruise lines respond to the legendary Chinese love for gambling will also be interesting to watch. The success of Chinese gambling ships now cruising asian waters has been phenomenal. And the house always wins.