Ca$htag$: Carnival (CCL) Sees Slip in Sentiment
Schwab Network · Schwab Network
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Show Notes
Likefolio’s Megan Brantley covers Carnival (CCL), which has outperformed year to date. She notes a slip in sentiment, which she considers a long-term indicator of a decline in the experience. Web visits, a gauge of future demand, show that Norwegian (NCLH) and Royal Caribbean (RCL) are experiencing much higher momentum. With the “premium experience still winning” in travel, she considers this more indicative of broader company issues than trading down.
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