Seeking Alpha

Heard during Royal Caribbean's earnings call

  • Execs with Royal Caribbean (RCL +2%) say demand for higher-priced cruise bookings to Asia and Europe has picked up.
  • The company's net yields are forecast to rise 2%-3% this year.
  • Cold weather across the U.S. is a positive factor for ticket sales in Q1.
  • Discounting is part of the equation right now, but not "fundamentally" different than in years past.
  • Share repurchases and dividend increases are possible due to the improving free cash flow the company is seeing.
  • Earnings call webcast
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