Episode Details

Carnival crushed Q2 2026 expectations and raked in record customer deposits, all while purposefully leaving European cabins empty to defend their long-term pricing power. 🚢

In ~10 minutes:

• How counting dockside forklifts kept operating costs completely flat.

• The quiet depreciation accounting trick juicing EPS by 20 percent.

• Pivoting from Middle East volatility to massive Bahamian destination islands.

• Why the stock still closed down nearly 5% despite the big top-line beat.

We break down CEO Josh Weinstein's bold choice to prioritize ticket integrity over high-margin onboard spending, shifting away from the industry's legacy fire-sale strategy. Plus, we explore whether the company's core cash machine can outrun the localized booking freezes currently holding back full-year guidance.

Carnival Corporation & plc (CCL) | Q2 FY2026

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