Carnival Plc Stock Price, News & Analysis

Majestic Princess has completed a two-week drydock renovation in Palermo, Italy, emerging with numerous new and reimagined venues for its 2025 Mediterranean season. The 3,560-guest, 143,700-ton vessel now features several new dining establishments including O'Malley's Irish Pub, Sabatini's Italian Trattoria, Alfredo's Slice, Salty Dog Café, and Ocean Terrace Sushi Bar.

The renovation included significant space relocations across multiple decks, with new shopping venues like EFFY jewelry boutiques and a Victorian-style Confectionary. The ship maintains its Princess MedallionClass experience and offers inclusive packages like Princess Plus and Princess Premier with up to 65% savings on amenities.

Following its Mediterranean season (April-July), the ship will sail to Canada and New England (August-September) before concluding the year in the Caribbean (October-December).

Holland America Line has unveiled its 2026-2027 Caribbean season, featuring the most extended voyages (9+ days) in the region. The highlight is an enhanced RelaxAway, Half Moon Cay private island experience, introducing a new beach club with priority tendering, exclusive dining, and private beach access.

The season includes upgraded amenities such as enhanced beach facilities, new cabanas, refreshed dining venues, and recreational additions like pickleball courts. Ships will feature a new adults-only Signature Pool Experience at the Sea View Pool with spa-like amenities.

The program offers 25+ itineraries aboard six ships, sailing from Fort Lauderdale or Miami between October 2026 and April 2027. Notable offerings include a special partnership with The HISTORY Channel featuring 9-day Southern Caribbean voyages, and holiday cruises aboard Rotterdam. Starting fares begin at $1,299 per person with a 'Have It All' premium package, including additional perks for early bookings through June 30, 2025.

Holland America Line is launching its 2025 Alaska season starting April 26, featuring six ships operating through September. The cruise line will offer routes from Seattle, Vancouver, and between Vancouver and Whittier (Anchorage). Guest and crew spending is expected to contribute approximately $150 million USD to Seattle and Vancouver's economies.

The season highlights include 'Glacier Day' experiences, the Global Fresh Fish Program featuring Chef Morimoto's creations, and enhanced wildlife viewing opportunities. The company is investing $70 million in expanding the Holland America Denali Lodge while upgrading guest experiences.

Cruise offerings include the 28-day Alaska Arctic Circle Solstice cruise, 14-day Great Alaska Explorer itinerary, and various 7-day routes. The company's Cruisetours combine cruise experiences with land tours to Denali National Park and the Yukon, ranging from 9 to 18 days.

Carnival Cruise Line has expanded its Australian presence with two new ships, Carnival Adventure and Carnival Encounter, marking its position as Australia's leading cruise operator. The vessels, previously known as Pacific Adventure and Pacific Encounter, will operate from Sydney and Brisbane respectively.

The integration completes P&O Australia's incorporation into the Carnival brand, bringing Carnival's global fleet to a record 29 ships. The company expects to host over 500,000 guests from Australian homeports this year through operations including Carnival Splendor and Carnival Luminosa.

Both new ships feature Carnival's signature experiences while retaining popular P&O elements. Guests will have access to the HubApp for managing reservations and activities, and can join the VIFP Club loyalty program. Onboard offerings include Luke's Bar & Grill, entertainment venues, comedy shows, and various activities for both adults and children.

Wyndham Hotels & Resorts (WH) has launched a new partnership with Carnival Cruise Line through its Travel Bundles platform, allowing Wyndham Rewards members to book complete cruise vacation packages. Members can now earn one point per dollar on cruise bundles, airfare, car rentals, and airport transfers, plus up to 10 points per dollar on qualifying hotel stays and activities.

The platform enables travelers to bundle their entire journey, including flights, pre-cruise hotel stays, rental cars, excursions, and post-cruise accommodations. Members receive special discounts on cruise fares and can double-dip rewards, earning both Wyndham Rewards points and partner program benefits.

As part of a promotional Member Month Celebration through April 30, 2025, members can earn double points on all Wyndham Travel Bundles, with travel to be completed by December 31, 2025. The program requires cruise bundles to include at least one night's stay at a Hotel by Wyndham.

Cunard has announced a historic partnership with Sail4th 250 for America's 250th anniversary celebration in 2026, featuring its flagship Queen Mary 2 in New York Harbor. The six-day event, running July 3-8, 2026, will showcase the largest international flotilla of tall ships and naval vessels ever assembled, with 17 nations already committed and over 30 tall ships expected.

The celebration anticipates 8-10 million spectators along the New York/New Jersey shoreline for the July 4 parade. The event will include festivals, public access to tall ships, military flyovers, and a massive fireworks display over the Manhattan skyline. Cunard's Independence Day Spectacular Voyage will run from July 3-10, 2026, continuing to Newport, Rhode Island, and Halifax, Nova Scotia after the New York celebrations.

Prices for this historic journey start from $2,350 per person for a Britannia Balcony stateroom. The partnership highlights Cunard's 185-year connection to transatlantic travel and the United States.

Carnival reported record first quarter 2025 results, with revenues reaching $5.8 billion, up over $400 million year-over-year. The company achieved record operating income of $543 million, nearly double compared to 2024.

Key financial highlights include adjusted net income of $174 million ($0.13 per share), record adjusted EBITDA of $1.2 billion (up 38% vs 2024), and first quarter customer deposits reaching a record $7.3 billion. The company successfully refinanced $5.5 billion of debt, resulting in $145 million in annualized interest savings.

Looking ahead, Carnival raised its full-year 2025 guidance, expecting net yields to increase approximately 4.7% and adjusted net income to grow over 30% compared to 2024. The company anticipates achieving its 2026 SEA Change financial targets one year early, with adjusted ROIC reaching approximately 12% and record-high EBITDA per available lower berth.

Cunard's Queen Elizabeth has completed a significant three-week transformation at Seatrium's Admiralty Yard in Singapore, preparing for its inaugural seasons in Miami-Caribbean and Alaska. The 2,000-guest luxury ship will begin its first Alaska season from Seattle on June 12, followed by its Caribbean debut from Miami on October 16.

The renovation includes revitalization of signature spaces like the Commodore Club, Queens Room, Garden Lounge, and The Pavilion. Outdoor decks have been enhanced for better glacier and Caribbean vista viewing. The Grills experience has been upgraded with enhanced interiors and exteriors, while a new Pavilion Wellness Café has been introduced, featuring sustainable dining options.

The ship will make history as the first Cunard vessel to spend a full season in Miami, offering Caribbean voyages ranging from 9 to 28 nights to destinations including Montego Bay, San Juan, and St John's. The renovation also introduces the Harper's Bazaar Wellness at Sea program, offering three-day wellness packages focused on relaxation, energy restoration, or recovery.

Carnival , the world's largest cruise company, has announced its upcoming first quarter earnings conference call scheduled for March 21, 2025, at 10 a.m. (EDT). The company will discuss its Q1 financial results, which are expected to be released the same morning.

The conference call will be accessible to analysts and will include a simulcast available through the company's websites. Carnival operates a diverse portfolio of cruise brands including AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises, Princess Cruises, and Seabourn.