Why Royal Caribbean, Carnival, and Norwegian Cruise Stocks All Just Crashed

Motley Fool2022-04-07

What happenedWhat went up just came back down.Yesterday was a banner day for cruise tourism stocks Royal Caribbean, Carnival Corporation, and Norwegian Cruise Line Holdings, each of which sailed away ...

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Comments

dinnerbell
2022-04-08
dinnerbell
這比我們還不專業,就是因爲美聯儲要縮表,大盤帶下來的
enjoylife168
2022-04-07
enjoylife168
高所得人士的郵輪旅遊，還沒有復酥
Novice2
2022-04-07
Novice2
Travel industry need time to recover
Aoyjai
2022-04-07
Aoyjai
Retailers are at the mercy of.....as usual
巅峰狙击一号
2022-04-07
巅峰狙击一号
主要是被大盤帶崩的，美國市場上存在大量被動資金，受短期情緒波動影響。
SSVC
2022-04-07
SSVC
K

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Factually, not a whole lot -- but how investors are interpreting the state of the cruise industry does seem to have changed.Consider: Just 24 hours ago, news that Carnival was just a month away from having all 23 of its cruise ships back at work, and indeed, would soon have more capacity to carry guests in 2022 than it had before the pandemic in 2019, set investors to cheering -- and predicting similar good news for Royal Caribbean and Norwegian Cruise.So capacity looks good, and reservations for upcoming cruises are booming -- all of which implies strong demand for cruising, and strong profits for cruise stocks. As website CruiseHive.com reports, it wasn't just Carnival, but \"nearly all cruise lines went through one of the busiest weeks in history\" last week.Now whatBut here's the thing: Capacity and demand may imply strong revenue for cruise companies -- but revenue is only one component of what goes into profitability. The other part is costs, and costs are going up alongside revenue.As CruiseHive points out, both \"Norwegian Cruise Line and Carnival have already announced increased gratuity rates to combat inflation.\" It seems \"costs for cruise lines have gone up,\" and so \"they have started to look at passing costs to guests ... in the form of increased prices for WIFI packages, drinks packages, or specialty dining,\" for example.Again, on the one hand this could be good for cruise stocks. Higher prices, even on such incidentals, can help to cover rising costs, and potentially even pad profit margins. (In fact, according to data from S&P Global Market Intelligence, in its most recent quarter Carnival's cost of goods sold rose only 23% -- but the company's revenue grew 26%, resulting in improved gross profit margin.) On the other hand, though, the fact that cruise lines feel the need to raise prices and make cruising more expensive threatens to -- eventually -- depress demand for cruising.All of which should just serve as a reminder: Going forward, keep an eye out for positive trends in rising revenue for the cruise companies -- but keep an eye on rising costs as 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industry need time to recover","listText":"Travel industry need time to recover","text":"Travel industry need time to recover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012669834","repostId":2225566127,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012888649,"gmtCreate":1649304063482,"gmtModify":1676534489060,"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578371382142637","authorIdStr":"3578371382142637"},"htmlText":"Retailers are at the mercy of.....as usual","listText":"Retailers are at the mercy of.....as usual","text":"Retailers are at the mercy of.....as 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