Viking

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”