Xian Sam

Consumer Cyclical

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas3 topics

Pricing2Guidance Reliability1Revenue Growth1

Question History2 questions

CCLCarnival1 quarter

2026 Q1

you did 2.7% net yield growth in 1Q and 2Q is guided at 2%. Maybe just can you talk about any reasons 2Q should maybe take a little bit of a step back?

PricingGuidance ReliabilityView in transcript →

How do we think about the building blocks, if it's the ship kind of revamps, the islands?

Revenue GrowthPricingView in transcript →