Xian Sam

Consumer Cyclical

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Focus Areas6 topics

Revenue Growth3Pricing2Guidance Reliability2Demand1Competitive Dynamics1Subscriber Growth1

Question History5 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 →

HASHasbro1 quarter

2026 Q1

whether you're seeing consumers who came into the Magic ecosystem via maybe a universe beyond collab and then kind of coming in again for a first-party set

DemandCompetitive DynamicsView in transcript →

you're expecting still growth in the back half for Wizards, or how should we kind of think about that

Revenue GrowthGuidance ReliabilityView in transcript →

RCLRoyal Caribbean Group1 quarter

2026 Q1

what do you think is kind of the implications of that in terms of how they could impact net yield growth

Subscriber GrowthRevenue GrowthView in transcript →