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CCL Records 10th Consecutive Revenue High Amid Rising Costs & Market Headwinds

CCL Records 10th Consecutive Revenue High Amid Rising Costs & Market Headwinds

Schwab Network · Schwab Network

September 29, 20255m 25s

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Show Notes

Carnival Cruise Lines (CCL) just notched its 10th straight quarter of record revenue, but shares fell as investors homed in on incremental costs and headwinds. Assia Georgieva and Morningstar's Jaime Katz discuss the earnings beat and the potential for "sloppiness" in pricing due to added capacity in the Caribbean and Mexican Riviera markets. They also weigh in on Carnival's position in the broader cruising sector, with Georgieva and Katz agreeing that Norwegian Cruise Line (NCLH) may be the most undervalued play, while Royal Caribbean Group (RCL) shares look overvalued.


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