Biker19

As with most things with RCI, it is likely a $ driven decision.

Royal Caribbean Group presented a buoyant outlook for 2024, when at least $9 EPS is forecast and Israel's industry impact is seen as 'immaterial' though it's too early gauge how demand for Europe cruises may be affected. Demand for 2024 sailings has continued to accelerate, with Royal Caribbean bookings 'significantly and consistently' outpacing 2019 levels. Booked load factors and rates are higher than all prior years while the booking window has continued to extend. Group President/CEO Jason Liberty on Thursday told analysts earnings per share are expected to be 'at least' $9 next year, which is above Wall Street's $8.41 consensus estimate and today's elevated 2023 guidance range of $6.58 to $6.63. That higher 2023 guidance includes the negative impact of Israel, higher fuel costs and currency. Israel 'pretty immaterial' to the industry About 1.5% of Royal Caribbean's fourth quarter capacity was scheduled to visit Israel but those sailings were quickly adjusted, and Liberty thanked his teams shipboard and shoreside for enabling Rhapsody of the Seas to evacuate Americans from Israel, at no cost to the US government. In 2024, Israel represents just a 1.5% sliver of the Group's capacity. Industry-wide that number is in the low single digits, according to Liberty, who said some competitors may have a little more capacity there but it is 'pretty immaterial' for the broader business. Impact on demand for Europe? It's too early to know if Israel will impact demand for travel to Europe, Liberty said, with the typical six- to eight-month booking window for European cruises just starting now. 'It's not something we're seeing today. We don't know how long this war/conflict is going to go on, which could very much inform where the consumer wants to go next year,' Liberty told analysts during the Q3 earnings call. What's important, he added, is that Royal Caribbean is getting very "sticky" consumers, who want to sail with its brands no matter where they go. They're also racking up many more on-board purchases in advance of their cruise. Typically the company's Europe business is sourced about half from North America and half from Europe. Caribbean capacity spike In any case, the bulk of Royal Caribbean's 2024 capacity is in North America, with Caribbean deployment up double digits, European capacity slightly reduced and Asia Pacific up thanks to Spectrum of the Seas' return to China. Capacity distribution goes up to 55% Caribbean with the addition of Icon of the Seas and seven months of Utopia of the Seas with its short cruises, while Europe capacity will be at 15%, Asia Pacific 10%, Alaska 6% and the balance in South America, repositioning and expedition cruises. CocoCay's Hideaway Beach sales 'going gangbusters' Some 3m passengers are set to visit Perfect Day at CocoCay in 2024, up from 2.5m this year. Michael Bayley, president/CEO, Royal Caribbean International, toured the private island's new Hideaway Beach last week. It's scheduled to start taking ships in January, ready in time for Icon's introduction. Hideaway Beach sales opened three weeks ago and are going 'gangbusters,' Bayley said, with the brand already starting to push up pricing. China bookings/rate ahead of 2019 Spectrum of the Seas resumes sailing from Shanghai in April and Bayley said booking volumes and rate are ahead of 2019, a record year, 'so we're feeling quite optimistic.' In response to an analyst's question, he doesn't anticipate shifting any capacity from Northern Europe or the Eastern Mediterranean to China at this point. More new to cruise and brand Royal Caribbean Group is seeing a 'significant' increase in new to cruise and new to brand customers — in Q3, they comprised about two-thirds of its business. New customers typically book short cruises and Royal Caribbean is heavily indexed on those. Liberty also said new customers are returning at double the rate than in the past. According to him, a 1% market shift from land to cruise vacations represents the capacity of 10 or 11 Oasis-class ships. 'The younger generations,' Liberty said, 'are looking to us like going to Orlando or Vegas or skiing.' Jason Liberty on $9-plus EPS in 2024, Israel, Europe, new-to-cruise (seatrade-cruise.com)

The 10Q report can be found at: Inline XBRL Viewer (sec.gov) Interesting to see that the occupancy over the summer quarter was at almost 110%.

Thanks to the good folks over at ASA in the UK: " The UK’s truth-in-advertising watchdog agency has directed Royal Caribbean to alter the language in an itinerary description it says is misleading to prospective cruisers. The case involved a complaint filed against the cruise line for indicating a cruise would depart from or call at Venice, when the destination was actually Ravenna, some two hours drive away. Royal Caribbean got a slap on the wrist for its practice of using the phrase “Venice (Ravenna)” when describing the location of a departure port in Italy, and misleading cruisers into thinking Ravenna is a port in Venice. The October 25, 2023 ruling by the London-based Advertising Standards Authority (ASA) stemmed from a complaint it received in May 2023 about an itinerary description that appeared on its website. The cruise line has already removed the Venice reference from itineraries that depart from or call at Ravenna. Although it is not clear when the change was made, it appears likely that the ASA’s investigation prompted the rewording. “The ad must not appear in the form complained of. We told Royal Caribbean Cruises Ltd to ensure ads made clear where cruises departed from, and not to misleadingly imply a cruise departed from or visited a particular place if that was not the case,” the Advertising Standards Authority wrote in its ruling. The itinerary that spurred the complaint was a 7-night Italy, Greece & Croatia cruise, described as “Leaving from: Venice (Ravenna), Italy” and “Visiting: Venice (Ravenna), Italy,” along with other port calls. Royal Caribbean’s current description of a 2024 Greece & Croatia cruise aboard Explorer of the Seas, for instance, now reads: “Roundtrip from Ravenna, Italy,” with no mention of Venice, which is roughly 90 miles north. In its assessment, the ASA noted that Royal Caribbean used similar location qualifiers in other parts of the advertisement, such as the description of a port call in Sicily on the same itinerary. The ad indicated the port was “Sicily (Messina),” and since Messina is in Sicily, the ASA believes that consumers would apply the same logic to Venice (Ravenna), and assume that Ravenna is a port in Venice. Cruise Line Points to Venice Ban on Large Ships In its response to the ASA, Royal Caribbean noted that large cruise ships no longer are allowed to dock in the historic city center of Venice, and must use alternate ports. Due to environmental and other concerns, Venice in 2021 banned ships over 25,000-gross tons from accessing the city center, sending them instead to nearby Porto Marghera or other ports farther afield, like Ravenna or Trieste. The presence of cruise ships in Venice has been controversial for years. An earlier ban, in 2017, was proposed for ships over 100,000 gross tons, but was on hold while a new cruise terminal was built. Royal Caribbean told the ASA that using Ravenna as a qualifier in the description of Venice was sufficient to clarify that a ship would actually depart from or visit Ravenna, and not Venice. The line added that such qualifiers are commonly used across the travel industry. In its ruling, the ASA pointed out that Royal Caribbean’s explanation for using the misleading phrase included the fact that most of its guests hailed from the US and were familiar with Venice but not Ravenna. Without Venice prominently mentioned, travelers would be less likely to book the cruise. Royal Caribbean also had proposed reversing the qualifier, to read “Ravenna (Venice),” but the ASA determined it would still be misleading. The cruise line agreed “there was a potential for consumer confusion,” but pointed out that it offers “sufficient information” about the departure port and itinerary before prospective guests reach the booking stage. The ASA did not agree. Currently, Royal Caribbean’s Italy itineraries that are advertised on its website and include Ravenna point to the city’s eight UNESCO World Heritage sites and other attractions. It also states that Venice “is just over two hours away by car, putting one of Italy’s star destinations well within reach.” Royal Caribbean Sanctioned Over Misleading Advertising (cruisehive.com)

Search the Florida departures section of CC.

The issue is likely not upgrading (which is still allowed) but this apparent difference - you may be looking at something other than what RCI is seeing.

The app should list that for the first sailing of the season (set the app to that not yours) by about Feb 2024 and yes, the order should be the same for the same itinerary.

Yes, the perk is a seat in the reserved section ONCE you get in.

Value is a personal subjective issue - somewhere between zero and $50 and zero and $80 respectively.

Follow the original offer email link to get the page that should allow modification of all bids.

It isn't.

https://creative.rccl.com/Sales/Royal/Deployment/2025_2026/2025-2026_Deployment_Opening_Schedule.pdf

The app will likely list the menus at least 90 days out. You can buy Chops in the planner now and cancel/rebuy if the price goes down and can move it to another night when you get on board.

Use the three dots in the upper right to request that - putting in the text may not do it.

That may vary with exact location but you'll likely hear some noise during the day.

" Royal Caribbean Group today reported third quarter Earnings per Share of $3.65 and Adjusted EPS of $3.85 for the third quarter of 2023. These results were better than the company’s guidance due to stronger close-in demand and further strength in onboard revenue, the company said in a press release. The company is also increasing its full year 2023 Adjusted EPS guidance to $6.58 – $6.63, driven by strong demand and continued strength in onboard revenue. “The strength of our brands and the acceleration of consumer spending on experiences have propelled us towards another outstanding quarter and a robust 2023,” said Jason Liberty, president and CEO, Royal Caribbean Group. “Looking ahead, we see accelerating demand as we build the business for 2024. Our booked load factors are higher than all prior years and at higher rates, further supporting our trajectory towards the Trifecta goals,” added Liberty. “The combination of our leading brands, the best people, and the most innovative fleet and destinations, positions us exceptionally well to deliver on a lifetime of vacation experiences while creating long-term shareholder value.” Third Quarter 2023 Results: Gross Margin Yields increased 19.1% As-Reported, and Net Yields increased 16.7% in Constant-Currency (16.9% As-Reported), both compared to the third quarter of 2019. Gross Cruise Costs per Available Passenger Cruise Day (“APCD”) increased 14.4% As-Reported, and Net Cruise Costs (“NCC”), excluding Fuel, per APCD increased 10.3% in Constant-Currency (10.1% As-Reported), both compared to the third quarter of 2019. Total revenues were $4.2 billion, Net Income was $1.0 billion or $3.65 per share, Adjusted Net Income was $1.1 billion or $3.85 per share, Adjusted EBITDA was $1.7 billion. Full Year 2023 Outlook: Net Yields are expected to increase 12.9% to 13.4% in Constant-Currency (12.4% to 12.9% As-Reported), compared to 2019. NCC, excluding Fuel, per APCD is expected to be up 7.0% to 7.5% in Constant-Currency (6.5% to 7.0% As-Reported), compared to 2019, and includes approximately 30 basis points impact due primarily to reduced APCDs on cancelled Israel and related sailings. Fuel pricing and foreign exchange rates are negatively impacting EPS by $0.18, compared to prior guidance. In addition, impacted sailings related to Israel deployment is expected to impact the year by approximately $0.03. Adjusted EPS is expected to be in the range of $6.58 to $6.63 per share. Third Quarter 2023 The company reported Net Income for the third quarter of $1.0 billion or $3.65 per share compared to Net Income of $33.0 million or $0.13 per share for the same period in the prior year. The company also reported Adjusted Net Income of $1.1 billion or $3.85 per share for the third quarter compared to Adjusted Net Income of $65.8 million or $0.26 per share for the same period in the prior year. Gross Margin Yields increased 19.1% As-Reported, and Net Yields increased 16.7% in Constant-Currency (16.9% As-Reported) when compared to the third quarter of 2019. Third quarter revenue across North America and Europe itineraries exceeded expectations due to better close-in demand that translated into higher load factors and pricing, as well as continued strength in onboard revenue. Load factor for the third quarter was 110%. Gross Cruise Costs per APCD increased 14.4% As-Reported, compared to 2019. NCC, excluding Fuel, per APCD increased 10.1% As-Reported and 10.3% in Constant-Currency, compared to 2019. Lower operating expenses, as well as favorable timing, contributed to better-than-expected costs. Revenue Environment and 2024 Outlook Bookings remained strong throughout the third quarter, significantly exceeding 2019 levels. Closer-in demand for 2023 sailings exceeded expectations, contributing to higher load factors at higher prices and higher onboard revenue for the third quarter. Consumer spending onboard, as well as pre-cruise purchases, continue to significantly exceed 2019 levels driven by greater participation at higher prices. As of September 30, 2023, the Group’s customer deposit balance was at $5.0 billion. Demand for 2024 has continued to accelerate, with bookings significantly and consistently outpacing 2019 levels. Booked load factors and rates are higher than all prior years while the booking window has continued to extend. The market response to the company’s new ships, existing hardware, and the expansion of Perfect Day at CocoCay, and Hideaway Beach, has been excellent and further positions the company for strong yield and earnings growth in 2024. Fourth Quarter 2023 Net Yields are expected to be up 16.2% to 16.7% in Constant-Currency and 15.0% to 15.5% As-Reported, both compared to the fourth quarter of 2019. Continued strong demand for the company’s vacation experiences and strength in onboard revenue contributes to increased yield expectations for the fourth quarter. NCC, excluding Fuel, per APCD for the quarter are expected to increase 3.9% to 4.4% in Constant-Currency and 3.3% to 3.8% As-Reported, both compared to the fourth quarter of 2019. Fuel pricing and foreign exchange rates are negatively impacting EPS by $0.15, versus previous expectations. Impacted sailings related to Israel deployment are negatively impacting the quarter by approximately $0.03. Based on current fuel pricing, interest and currency exchange rates and the factors detailed above, the company expects fourth quarter Adjusted EPS to be $1.05 to $1.10 per share. “The performance of our business continues to accelerate, driven by strong demand and excellent operational execution,” said Naftali Holtz, chief financial officer at Royal Caribbean Group. “Our formula of moderate yield growth, strong cost discipline, and moderate growth of our fleet delivers a strong financial profile and enhanced margins.” Royal Caribbean Reports Q3 Results, Increases Guidance - Cruise Industry News | Cruise News

Read Oasis review threads.

For most people, it's not a concern.

Odors, of various kinds, are reported on her and Grandeur quite often.

The Starlink internet service is more than capable of streaming games.

Royal has been upgrading the ship internal networking coverage to provide a more reliable wifi signal - that may be happening next month.

In addition to a quick recovery, I hope you don't get a bill/charge from RCI (PVSA fine).

It could also be that they took some cabins out of inventory.

It is a discount for customers who have at least 340 C&A points.

That is normal - when RCI makes inventory adjustments, it sometimes takes the sailing completely offline just as you experienced, for about a day or so.