Viking

Detailed view for this entity.

Organization

Claims made by or about Viking

Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.

Total: 7

Claims about this entity's actions, status, or capabilities.

Subject

Viking (VIK) > river segment fuel costs

Quote from Video

But they did suggest yesterday that a significant portion if not all of their river segments fuel is already hedged uh for for the for the year ahead. So basically 50% of their business is not going to be subject to volatility uh around the fuel side.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 4, 2026
Viking (VIK)has hedgedriver segment fuel costs

But they did suggest yesterday that a significant portion if not all of their river segments fuel is already hedged uh for for the for the year ahead. So basically 50% of their business is not going to be subject to volatility uh around the fuel side.

9m22s372 views • 2 weeks ago
View Video at Timestamp →

Subject

Viking > pricing power

Quote from Video

And I think it comes down to this to the execution, but also kind of the customer base that they have... their core demographic in addressable market be it you know wealthy or retirees continues to grow well in excess of industry supply. So it gives them you know that pricing power advantage over uh the you know the broader travel industry.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 4, 2026
Vikinghaspricing power

And I think it comes down to this to the execution, but also kind of the customer base that they have... their core demographic in addressable market be it you know wealthy or retirees continues to grow well in excess of industry supply. So it gives them you know that pricing power advantage over uh the you know the broader travel industry.

10m31s372 views • 2 weeks ago
View Video at Timestamp →

Subject

Viking > 28% year-over-year

Quote from Video

But the big takeaway here is massive beat across the board. Uh revenues driven by uh a jump in capacity growth. So, double whammy uh revenue topline growth uh accelerated to 28% year-over-year.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 3, 2026
Vikingachieved revenue growth of28% year-over-year

But the big takeaway here is massive beat across the board. Uh revenues driven by uh a jump in capacity growth. So, double whammy uh revenue topline growth uh accelerated to 28% year-over-year.

13m48s358 views • 2 weeks ago
View Video at Timestamp →

Subject

Viking > 28% year-over-year

Quote from Video

But the big takeaway here is massive beat across the board. Uh revenues driven by uh a jump in capacity growth. So, double whammy uh revenue topline growth uh accelerated to 28% year-over-year.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 3, 2026
Vikingachieved revenue growth of28% year-over-year

But the big takeaway here is massive beat across the board. Uh revenues driven by uh a jump in capacity growth. So, double whammy uh revenue topline growth uh accelerated to 28% year-over-year.

14m1s358 views • 2 weeks ago
View Video at Timestamp →

Subject

Viking > 3% of revenues

Quote from Video

I mean financially yes fuel would have an impact but it's 3% of revenues, you know, four and a half% of OPEX. like it's it's you know it's double triple that for for peers.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 3, 2026
Vikinghas a fuel cost risk of3% of revenues

I mean financially yes fuel would have an impact but it's 3% of revenues, you know, four and a half% of OPEX. like it's it's you know it's double triple that for for peers.

17m36s358 views • 2 weeks ago
View Video at Timestamp →

Subject

Viking > 3% of revenues

Quote from Video

I mean financially yes fuel would have an impact but it's 3% of revenues, you know, four and a half% of OPEX. like it's it's you know it's double triple that for for peers.

Hedge Fund Stock Picking Show | The Call @ Hedgeye (FREE EDITION) | March 3, 2026
Vikinghas a fuel cost risk of3% of revenues

I mean financially yes fuel would have an impact but it's 3% of revenues, you know, four and a half% of OPEX. like it's it's you know it's double triple that for for peers.

17m47s358 views • 2 weeks ago
View Video at Timestamp →